Original listing text, shown exactly as published by the company.
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).
- US Taxation Knowledge Required
- 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 competitive benefits coverage for you and your dependents, prioritizing your health and well-being.
- 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: A minimum of14 Firm Holidays including applicable provincial statutory holidays and 2 floating days, Flex PTO, supplemental top-up program for eligible statutory leaves, 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 bonus
es, firm support for professional memberships/certification, 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…
