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BPM LLP · 1 week ago

Tax Supervisor - Trust & Estate (Compliance Focused)

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $122K/yr

5+ years exp

BPM LLP is a company that values caring and community, striving for innovation and excellence. They are seeking a Tax Supervisor to lead and support the preparation and review of fiduciary, estate, and gift tax returns, focusing on compliance over consulting.

AccountingAdviceConsultingFinanceFinancial Services

H1B Sponsor Likely

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

CPA licenseJD/LLMFiduciary accountingTax software proficiencyHigh-net-worth clientsAnalytical skillsCommunication skillsOrganizational skillsMentoring staff

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

Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.

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: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, 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, tuition reimbursement, a coach program, and 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.

Company

BPM LLP

Glassdoor3.6

Hi there, we're BPM! Welcome to a community built on connection, collaboration, and care.

Founded in 1986

San Francisco, California, USA

1001-5000 employees

https://www.bpm.com/

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)