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.
A Tax Supervisor in BPM’s Estate & Trust practice plays a key role in delivering high‑quality, compliance‑driven tax services for fiduciary clients by overseeing the preparation and review of complex estate, trust, and gift tax returns. This role emphasizes technical accuracy, adherence to federal and state regulations, and consistent application of firm and professional standards while managing deadlines and mitigating risk. The Tax Supervisor provides hands‑on guidance to staff, supports mentoring and training efforts, and serves as a knowledgeable point of contact for compliance‑related client matters, ensuring returns are complete, defensible, and aligned with evolving tax laws while maintaining a strong focus on quality control and fiduciary responsibility.
(This position is compliance focused on consulting focused)
BPM Overview:
BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.
Our people-centered culture and firm motto “Because People Matter” has allowed us to be consistently recognized as one of the Best Places to Work in the Bay Area. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Learn more about BPM on Glassdoor or our key leaders on LinkedIn like Joe Kitts, Joni Fritsche, and Tami McInerney. You will likely meet some of these people during your interview process!
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, 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.
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.
This position is not eligible for third-party or agency submissions. We will not accept unsolicited resumes from search firms or staffing agencies.
