Tax Manager/Senior Tax Manager
EarnestSalary not specified
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Accounting, Tax, Trust & EstateIndustries
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
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
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What qualifications are required for the Tax Supervisor role?
Candidates need a CPA license or JD/LLM (strongly preferred), with working towards CPA considered, plus 5+ years of experience in public accounting or law firm focused on trust and estate tax compliance. Strong understanding of fiduciary accounting, trust administration, and estate planning concepts is required, along with proficiency in tax software like CCH Axcess and excellent organizational, analytical, and communication skills.
What does the company culture at BPM feel like?
BPM emphasizes caring, community, innovation, and an entrepreneurial spirit where everyone feels welcome, valued, and part of something bigger, with a passion for people because 'People Matter.' The culture supports broadening skills, reaching full potential, and making a positive difference for clients, colleagues, and communities.
What work arrangements does BPM offer?
BPM provides flexible work arrangements and supports remote collaboration through digital-first initiatives and paperless workflows.
What is the salary for this Tax Supervisor position?
This information is not specified in the job description.
What experience makes a candidate stand out for this role?
Experience with high-net-worth clients and complex estate structures including revocable, irrevocable, testamentary, and grantor trusts is preferred, along with a track record in managing multiple engagements, mentoring staff, and a CPA license or JD/LLM.
BPM LLP
Provides assurance, advisory, and tax services
About BPM LLP
BPM LLP offers a suite of assurance, advisory, and tax services across various industries, including agribusiness, consumer business, financial services, life science, nonprofit, real estate, and technology. The company provides expertise in areas such as blockchain and digital assets, HR consulting services, corporate tax services, and Sage Intacct.
One, San Francisco, CA 94111, USAHeadquarters
1986Year Founded
VENTURE_UNKNOWNCompany Stage
Consulting, Financial Services, Consumer GoodsIndustries
1,001-5,000Employees
Related Jobs
RemoteRemoteTax Specialist
VetcoveSalary not specified
Full Time
Mid-level (3 to 4 years)
RemoteSenior Accountant – Tax Accounting
HumanaSalary not specified
RemoteManager, Tax & Compliance
GranicusSalary not specified
- Full Time
- Expert & Leadership (9+ years)
RemoteTax Analyst
Column TaxSalary not specified
- Full Time
- Mid-level (3 to 4 years)
RemoteTrust & Safety Agent
WhatNotSalary not specified
- Full Time
- Entry Level & New Grad, Junior (1 to 2 years)