Tax Supervisor - (PCS) Trust & Estate (Compliance Focused)

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Overview

BPM LLP is a company rooted in caring and community, striving to foster an environment where every employee can develop and reach their full potential. They are seeking a Tax Supervisor specialized in Trust & Estate to lead the preparation and review of various tax returns. This role emphasizes compliance over consulting and is ideal for detail-oriented professionals with strong technical knowledge in tax compliance.

Key Responsibilities

The Tax Supervisor will have a range of critical duties aimed at ensuring meticulous compliance with tax regulations. Key responsibilities include:

1. Preparation and Review of Tax Returns: Lead the preparation and review of federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709).

2. Ensure Compliance: Ensure timely and accurate filing of tax returns and manage compliance calendars to oversee tax deadlines for trust clients.

3. Manage Tax Issues: Respond to IRS and state tax notices, coordinating with legal advisors as necessary.

4. Supervision and Mentorship: Supervise and mentor junior staff, providing technical guidance and review support.

5. Collaboration: Collaborate with trust officers, attorneys, and wealth advisors to gather necessary documentation and clarify tax positions.

6. Stay Updated: Maintain current knowledge of tax laws and regulations affecting trusts and estates and support BPM's sustainability and digital initiatives through paperless workflows.

Required Skills and Qualifications

Ideal candidates will meet the following qualifications:

• License: A CPA license or JD/LLM is strongly preferred, but working towards a CPA will be considered.
• Experience: At least 5 years of experience in public accounting or a law firm focusing on trust and estate tax compliance.
• Knowledge: A strong understanding of fiduciary accounting, trust administration, and estate planning concepts.
• Proficiency: Familiarity with tax software (such as CCH Axcess, ProSystem fx, SurePrep) and the Microsoft Office Suite. Excellent organizational, analytical, and communication skills are essential.
• Managing Skills: Experience in managing multiple engagements and mentoring other staff members.
• Preferred: Experience with high-net-worth clients and complex estate structures, including revocable, irrevocable, testamentary, and grantor trusts.

Benefits and Rewards

BPM LLP offers a competitive total rewards package that includes:

• Flexibility: Options for flexible work arrangements, a minimum of 14 firm holidays, 2 floating days, and remote work opportunities.
• Well-Being Resources: Access to an interactive wellness platform, employee assistance program, and mental health resources.
• Development Opportunities: Access to professional development resources such as CPA exam preparations, support for professional memberships, live classes, workshops, and seminars through BPM University.

Culture and Values

BPM values its employees deeply, fostering a culture that emphasizes the importance of individual and collective growth. The firm is committed to maintaining a workplace where everyone feels welcome, valued, and part of something bigger. Self-starters, caring individuals, and lifelong learners are particularly successful at BPM.

Application Process

Candidates who feel that they align with BPM’s company culture and values are encouraged to apply. BPM welcomes applications from individuals with disabilities and provides accommodations upon request during the selection process.

This position of Tax Supervisor within BPM LLP is a fantastic opportunity for professionals looking to advance their careers in tax compliance within trust and estate services. Those interested must be proactive, detail-oriented, and should strive to contribute meaningfully to the organizations' goals and those of its clients. Joining BPM is not just about a job; it's about becoming part of a community focused on innovation and collaboration.

This job offer was originally published on himalayas.app