Tax Supervisor or Manager - PCS Estate &Trust (Compliance) (Serving US Tax Clients)

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.

Additional Information

BPM - where caring and community is in our company DNA; we are always striving to be our best selves; and we're compelled to ask the questions that lead to innovation. Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life-while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. BPM is looking for a Tax Supervisor within Trust & Estate (Compliance Focused) that will lead and support the preparation and review of fiduciary, estate, and gift tax returns. This role is ideal for a detail-oriented tax professional with strong technical knowledge and a passion for client service. This position emphasizes compliance over consulting. In this role you will Wondering if you should apply? At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

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