Tax Supervisor – PCS Trust & Estate, Compliance Focused

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October 31

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BPM LLP

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Finance • Consulting • SaaS

BPM LLP is a large California-based accounting and consulting firm providing a wide range of services. These include assurance, advisory, tax, and IT consulting, with specialized expertise in areas like cybersecurity and risk advisory. The firm serves a diverse client base across multiple industries, including financial services, real estate, and technology. BPM is committed to delivering personalized service tailored to meet the specific needs of each client, facilitating business growth and compliance with industry regulations.

501 - 1000 employees

💸 Finance

☁️ SaaS

📋 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 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. • Stay current on tax laws and regulations affecting trusts and estates. • Support BPM’s sustainability and digital-first initiatives through paperless workflows and remote collaboration. • Mentor junior staff and contribute to process improvements.

🎯 Requirements

• CPA license or JD/LLM (strongly preferred) Working towards a CPA will be considered. • 5+ 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, SurePrep) and 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

• Total rewards package: From flexible work arrangements to competitive benefits coverage for you and your dependents, prioritizing your health and well-being. • Well-being resources: Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. • Balance & flexibility: A minimum of 14 Firm Holidays including applicable provincial statutory holidays and 2 floating days, Flex PTO, supplemental top-up program for eligible statutory leaves, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. • Professional development opportunities: A learning culture with CPA exam resources and bonuses, firm support for professional memberships/certification, a coach program, and live classes, workshops, and seminars through BPM University.