Mergers and Acquisitions Tax Manager
GHJ
Tax Manager – Trust & Estate, Compliance Focused
BPM LLP
full-time
Posted on:
Location Type: Hybrid
Location: Los Angeles • California • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $160,000 per year
Job Level
SeniorLead
About the role
- Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709).
- Ensure timely and accurate filing of tax returns and estimated payments.
- Maintain compliance calendars and oversee tax deadlines for trust clients.
- Respond to IRS and state tax notices and coordinate with legal advisors as needed.
- Supervise and mentor junior staff, providing technical guidance and review support.
- Collaborate with trust officers, attorneys, and wealth advisors to gather documentation and clarify tax positions.
- Maintain up-to-date knowledge of tax laws and regulations affecting trusts and estates.
Requirements
- CPA or JD/LLM required.
- 7+ years of experience in public accounting or law firm with a focus on trust and estate tax compliance.
- Strong understanding of fiduciary accounting, trust administration, and estate planning concepts.
- Proficiency in tax software (e.g., CCH Axcess, ProSystem fx) and Microsoft Office Suite.
- Excellent organizational, analytical, and communication skills.
- Experience managing multiple engagements and mentoring staff.
Benefits
- A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
- The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
- A regional presence in the Bay Area, while still serving our clients nationally and internationally.
- Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
fiduciary income tax returnsestate tax returnsgift tax returnstax compliancefiduciary accountingtrust administrationestate planningtax softwareanalytical skills
Soft skills
organizational skillscommunication skillsmentoringsupervisioncollaboration
Certifications
CPAJDLLM
