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BPM

Provides assurance, advisory, and tax services

Tax Senior - Trust & Entity

Tax AccountingPosted on Nov 13
Full-time$86k - $106k /yr

About the Job

Requirements

  • Requires 2–5 years of progressive tax experience, preferably in public accounting, Private Client Services, or a high-net-worth tax practice.
  • Requires hands-on experience preparing complex individual, trust, and entity tax returns, including Forms 1040, 1041, 1065, and 1120-S.
  • Requires experience working with high-net-worth individuals, families, trusts, business owners, partnerships, LLCs, and closely held businesses.
  • Requires working knowledge of trust and fiduciary taxation and flow-through entity taxation, including how entity activity affects individual taxpayers.
  • Requires experience preparing tax projections, estimated payments, extensions, and year-end tax planning, and researching federal and state tax matters.
  • Requires the ability to communicate effectively with clients, manage multiple engagements and deadlines, and review work and guide junior team members.
  • Requires a bachelor's degree in Accounting, Taxation, Finance, or a related field.

Responsibilities

  • Prepare and review complex individual, trust, and entity tax returns, including Forms 1040, 1041, 1065, and 1120-S.
  • Support tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
  • Prepare tax projections, estimated payments, extensions, and year-end planning for individuals and related entities.
  • Handle trust, fiduciary, partnership, LLC, S corporation, and other flow-through tax matters.
  • Research federal and state tax issues and identify potential tax-planning opportunities.
  • Communicate directly with clients to gather information, resolve questions, and support timely completion of engagements.
  • Review Associate work and provide coaching and guidance to junior team members.

Desired Qualifications

  • CPA eligibility or progress toward CPA licensure is preferred.

About the Company

BPM

Provides assurance, advisory, and tax services

BPM LLP offers a suite of assurance, advisory, and tax services across various industries, including agribusiness, consumer business, financial services, life science, nonprofit, real estate, and technology. The company provides expertise in areas such as blockchain and digital assets, HR consulting services, corporate tax services, and Sage Intacct.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Francisco, CA
Founded
1986

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