Tax Supervisor or Manager - PCS Estate &Trust (Compliance) (Serving US Tax Clients)

3 weeks, 5 days ago
Full-time
Senior
Finance and Accounting
BPM

BPM

BPM LLP is a top public accounting and advisory firm offering assurance, advisory, tax, and wealth management services with a focus on client success and innovation in business process management.

Diversified Financial Services
1K-5K
Founded 1986

Description

  • Prepare and review federal and state fiduciary income tax returns, estate tax returns, and gift tax returns.
  • 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, mentor, and provide technical guidance to junior staff.
  • Collaborate with trust officers, attorneys, and wealth advisors to gather documentation and clarify tax positions.
  • Stay current on tax laws and regulations affecting trusts and estates.
  • Support paperless workflows and remote collaboration as part of BPM’s sustainability and digital-first initiatives.
  • Contribute to process improvements within the team.

Requirements

  • CPA license or JD/LLM is strongly preferred; candidates working toward a CPA will also be considered.
  • 5+ years of experience in public accounting or a law firm with a focus on trust and estate tax compliance.
  • Strong understanding of fiduciary accounting, trust administration, and estate planning concepts.
  • Proficiency with tax software such as CCH Axcess, ProSystem fx, or SurePrep, plus Microsoft Office Suite.
  • Excellent organizational, analytical, and communication skills.
  • Experience managing multiple engagements and mentoring staff.
  • Experience with high-net-worth clients is preferred.
  • Experience with complex estate structures, including revocable, irrevocable, testamentary, and grantor trusts, is preferred.
  • US taxation knowledge is required.

Benefits

  • Competitive compensation of $123,000 to $162,500 per year.
  • Flexible work arrangements and remote work options.
  • Comprehensive benefits coverage for employees and dependents.
  • Interactive wellness platform, incentives, employee assistance program, and mental health resources.
  • Minimum of 14 firm holidays, including applicable provincial statutory holidays, plus 2 floating days.
  • Flex PTO, winter break, summer hours, and supplemental top-up for eligible statutory leaves.
  • CPA exam resources and bonuses, plus support for professional memberships and certification.
  • Learning and development opportunities through BPM University, live classes, workshops, seminars, and a coach program.

Interested in this position?

Apply directly on the company website

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