Full-Time

Tax Supervisor

BPM LLP

BPM LLP

1,001-5,000 employees

Provides assurance, advisory, and tax services

Compensation Overview

CA$123k - CA$162.5k/yr

Remote in Canada

Remote

Category
Accounting (1)
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
  • US Taxation Knowledge Required
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
Desired Qualifications
  • Experience with high-net-worth clients and complex estate structures including revocable, irrevocable, testamentary, and grantor trusts

BPM LLP offers a suite of assurance, advisory, and tax services across various industries, including agribusiness, consumer business, financial services, life science, nonprofit, real estate, and technology. The company provides expertise in areas such as blockchain and digital assets, HR consulting services, corporate tax services, and Sage Intacct.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

San Francisco, California

Founded

1986

Your Connections

People at BPM LLP who can refer or advise you

Growth & Insights

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%