Job Description

Job Description

Job Description

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 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 

Key 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.

Qualifications:

• 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.

What you get:

• Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. 
• Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. 
• Professional development opportunities:  A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University

Who is successful at BPM:

• Caring people who put others first 
• Self-starters who embody the BPM entrepreneurial spirit 
• Authentic individuals with a diverse point of view 
• Lifelong learners with a drive to excel 
• Resilient people who rise to the occasion 

What We Offer:

• Opportunity to lead a dynamic team and make a direct impact on client success.
• Support for professional development, including software certifications and CPA licensure.
• Flexible work locations and schedules.
• A collaborative, inclusive, and entrepreneurial firm culture.
• Competitive salary and benefits.

* The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position.  Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.

 

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Tags

Summer work, Work at office, Local area, Remote work, Flexible hours,

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