Tax Supervisor Trust and Estates

Apply for the Tax Supervisor Trust & Estates role at PBMares, LLP
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We are seeking a motivated and ambitious Tax Supervisor to join our firm. This position offers a unique opportunity for career growth and advancement, with a clear path to partnership. As a Tax Supervisor supporting our Estate and Trust tax team, you will be responsible for conducting thorough research, analysis, and review of complex tax matters related to estates and trusts.

You will provide expert advice and guidance on tax planning strategies for high‑net‑worth individuals, trusts, and gifts. Your expertise in international tax issues, including cross‑border transactions and international estate planning, will be integral to the success of our firm.

• Integrity
• Trust
• Respect
• Accountability
• Caring

• Full benefits: medical, dental, 401(k) match
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule with hybrid environment
• Summer Hours – Friday half days (minimum 40‑hour week)
• Company investment of a minimum of 40 hours learning and development annually
• Path to Partner Program
• CPA Certification reimbursement and bonus program
• The opportunity to grow and shape the future of the firm

• Review complex gift, estate, and fiduciary income tax returns, including related schedules and forms
• Review fiduciary accountings for estates and trusts
• Provide tax planning and consulting to high‑net‑worth clients for estate and individual income taxes
• Research and consult on estate, gift, and trust related issues such as trustee and beneficiary issues, Crummey obligations, and generation‑skipping tax
• Identify additional estate and income tax planning opportunities for clients
• Oversee billing and collections for clients
• Manage, coach, and mentor staff, seniors, and supervisors
• Research and draft memorandum on complex tax matters
• Identify and implement tax planning opportunities
• Oversee complete tax research projects for a variety of clients and industries
• Manage multiple engagements concurrently to meet client deadlines
• Conduct constructive discussions with team members on evaluations and provide counsel
• Serve in professional development programs as an instructor or discussion leader

• Minimum of 3 years experience in tax compliance and planning, focusing on estates, trusts, and high‑net‑worth individuals
• CPA and/or JD certification
• Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred)
• Proficiency in tax software (Sure Prep, GEMs, CCH Axcess, Microsoft Suites, Adobe)
• Excellent analytical, organizational, and time‑management skills
• Exceptional written and verbal communication
• Extensive experience in researching, reviewing, and planning complex tax matters

• Strong technical knowledge of fiduciary tax, gift and estate compliance, and estate planning
• Experience with high‑net‑worth individuals living abroad including estate planning
• Strong knowledge of international tax issues and cross‑border transactions relating to estates and trusts
• Ability to read, interpret, and summarize trust documents

Estimated compensation range: $85,000–$120,000 (Denver, CO). Compensation determined by skills, experience, and location.

November 30, 2025

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

Accounting

Our Firm’s policy is to provide equal opportunity for employment to all individuals regardless of race, color, religion, sex, national origin, age, genetic information, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local laws. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug‑free workplace and perform pre‑employment substance abuse testing.

Must be authorized to work in the United States permanently without sponsorship.