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

8 hours, 18 minutes 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 (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, 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 through BPM’s sustainability and digital-first initiatives.
  • Contribute to process improvements and quality control efforts.

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.
  • Preferred experience with high-net-worth clients and complex estate structures, including revocable, irrevocable, testamentary, and grantor trusts.

Benefits

  • Competitive salary of $100,000 - $122,500 a year for Bay Area candidates meeting minimum requirements.
  • Flexible work arrangements and remote work options.
  • Flexible PTO, 14 firm holidays including 2 floating holidays, paid family leave, winter break, and summer hours.
  • Personalized benefit structures and financial compensation options that give employees choice and flexibility.
  • Well-being resources including an interactive wellness platform, incentives, an employee assistance program, and mental health resources.
  • Colleague Resource Groups (CRGs) that support connection and inclusion.
  • Professional development support including CPA exam resources and bonuses, a coach program, live classes, workshops, seminars, and software certifications.
  • Competitive salary and benefits package.

Interested in this position?

Apply directly on the company website

Apply Now

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