BPM LLP · 1 week ago
Tax Supervisor -(PCS) Trust & Estates (Compliance Focused)
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $122K/yr
5+ years expBPM LLP is a full-service accounting firm dedicated to providing comprehensive assurance, tax, and consulting services. They are seeking a Tax Supervisor specializing in Trust & Estates to lead the preparation and review of fiduciary, estate, and gift tax returns, emphasizing compliance and client service.
AccountingAdviceConsultingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Flexible work arrangements
Personalized benefit structures
Financial compensation options
Interactive wellness platform and incentives
Employee assistance program and mental health resources
Colleague Resource Groups (CRGs)
14 Firm Holidays including 2 floating
Flex PTO
Paid family leave
Winter break
Summer hours
Remote work options
CPA exam resources and bonuses
Tuition reimbursement
A coach program
Live classes, workshops, and seminars through BPM University
Opportunity to lead a dynamic team and make a direct impact on client success
Support for professional development, including software certifications and CPA licensure
Flexible work locations and schedules
A collaborative, inclusive, and entrepreneurial firm culture
Competitive salary and benefits
Company
BPM LLP
Hi there, we're BPM! Welcome to a community built on connection, collaboration, and care.
1001-5000 employees
H1B Sponsorship
BPM LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (9)
2023 (13)
2022 (15)
2021 (15)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Sandra L. Curry
CFO Consultant
Russell Burbank, CTP
Partner, Consulting | Chief Operating Officer
Recent News
2025-07-24
2025-07-23
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