Tax Supervisor - PCS Estate & Trust (Compliance)

Overview

A Tax Supervisor in the 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 position focuses on technical accuracy, adherence to federal and state regulations, and consistent application of 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. This role is compliance-focused rather than consulting-focused.

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 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; candidates working towards CPA licensure will be considered.
• Minimum of 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 with tax software such as 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.

Compensation & Benefits

• Salary range: $100,000 - $122,500 per year (for candidates in the San Francisco Bay Area meeting minimum requirements; ranges may vary based on location and qualifications).
• Flexible work arrangements and personalized benefit options.
• Wellness resources including an interactive wellness platform, employee assistance program, mental health resources, and colleague resource groups.
• Work-life balance support with 14 firm holidays (including 2 floating), flexible paid time off, paid family leave, winter break, summer hours, and remote work options.
• Professional development opportunities including CPA exam resources and bonuses, coaching programs, and live classes, workshops, and seminars.

Location

This position is based in the San Francisco Bay Area with flexible work location and schedule options.

Equal Opportunity

The employer provides equal employment opportunities to all employees and applicants 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 law. Accommodations are available upon request for candidates participating in the selection process.

Additional Information

• This position is not open to third-party or agency submissions.
• Artificial intelligence tools may be used to support parts of the hiring process, but final hiring decisions are made by humans.