Tax Supervisor - (PCS) Trust & Estate (Compliance Focused) at BPM LLP

Canada

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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

Form 1041

Form 706

Form 709

Fiduciary Tax

Estate Tax

Gift Tax

Tax Compliance

IRS Notices

Tax Returns

Trust Taxation

State Tax Returns

Tax Deadlines

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