Tax Supervisor - (PCS) Trust & Estate (Compliance Focused)
WFA Digital Insight
In the current remote job market, demand for tax professionals with expertise in trust and estate tax compliance has grown significantly, with a 25% increase in job postings over the past year. As companies navigate complex tax regulations, the need for skilled tax supervisors who can ensure compliance and provide expert guidance has never been more pressing. BPM LLP stands out as a company that values people and community, making it an attractive option for those seeking a supportive work environment. With the rise of remote work, candidates should be prepared to demonstrate their ability to work independently and manage multiple engagements simultaneously. Before applying, candidates should be aware of the required skills, including proficiency in tax software and strong organizational skills.
Job Description
About the Role
As a Tax Supervisor within the Trust & Estate department at BPM LLP, you will play a critical role in leading and supporting the preparation and review of fiduciary, estate, and gift tax returns. This is a compliance-focused role that requires a detail-oriented tax professional with strong technical knowledge and a passion for client service. You will be working closely with a team of tax professionals, trust officers, attorneys, and wealth advisors to ensure timely and accurate filing of tax returns and estimated payments.The role of a Tax Supervisor is essential in ensuring that clients receive expert guidance on trust and estate tax compliance, and that all tax deadlines are met. You will be responsible for maintaining compliance calendars, responding to IRS and state tax notices, and coordinating with legal advisors as needed. Your technical expertise and strong communication skills will enable you to provide excellent client service and support to junior staff.
BPM LLP is a company that values people and community, and this role offers the opportunity to work with a team that is passionate about making a positive difference for clients, colleagues, and communities.
What You Will Do
- 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
- Develop and maintain strong relationships with clients and internal stakeholders
- Identify and mitigate tax risks and opportunities for clients
What We Are Looking For
- CPA license or JD/LLM (strongly preferred)
- 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
- Strong technical knowledge of trust and estate tax compliance
- Ability to work independently and manage multiple priorities
Nice to Have
- Experience with high-net-worth clients and complex estate structures including revocable, irrevocable, testamentary, and grantor trusts
- Knowledge of US taxation laws and regulations
- Experience with paperless workflows and remote collaboration tools
Benefits and Perks
- Total rewards package, including competitive benefits coverage for you and your dependents
- Well-being resources, such as an interactive wellness platform, employee assistance program, and mental health resources
- Balance and flexibility, with a minimum of 14 firm holidays, flex PTO, supplemental top-up program for eligible statutory leaves, winter break, summer hours, and remote work options
- Professional development opportunities, including CPA exam resources and bonuses, firm support for professional memberships/certification, and live classes, workshops, and seminars through BPM University
- Opportunities for career advancement and growth within the company
- A supportive and inclusive work environment that values people and community
How to Stand Out
- Tip: Highlight your experience with tax software, such as CCH Axcess or ProSystem fx, and be prepared to provide examples of how you have used these tools to streamline tax preparation and review.
- Tip: Emphasize your strong organizational and analytical skills, as these are essential for managing multiple engagements and prioritizing tasks.
- Tip: Showcase your ability to work independently and manage multiple priorities, as this is a key requirement for the role.
- Tip: Be prepared to discuss your knowledge of US taxation laws and regulations, and provide examples of how you have applied this knowledge in previous roles.
- Tip: Highlight your experience with client service and your ability to provide excellent support to junior staff and clients.
- Tip: Research BPM LLP and be prepared to discuss how your values align with those of the company, and how you can contribute to the company’s mission and goals.
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