BPM CPA
The Tax Director - Estate & Trust serves as a trusted advisor to individuals, families, and fiduciaries, providing deep technical expertise in complex estate, trust, and gift tax matters. This role involves hands-on tax compliance, strategic planning, and mentorship to deliver high-quality service while strengthening the practice's capabilities. The position requires building strong client relationships and leading a team to manage sensitive tax matters with confidence.
Headquarters
Bogota, New Jersey, United States
Company Size
1-10 employees
Founded
2023
BPM CPA, led by Brendan Morahan offers personalized CPA, CFO & Tax Advisory services that drive growth, maximize profits, and reduce taxes for small businesses in New Jersey
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BPM CPA.