Hybrid Private Client Tax Director

BPM LLP; San Francisco (CA); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Total rewards package

Well-being resources

Balance & flexibility

Professional development through BPM U

Job summary

BPM LLP seeks a Tax Director to lead sophisticated planning, consulting, and compliance for high-net-worth individuals and families within the Private Client Services (PCS) practice.

You will advise executives, entrepreneurs, and family offices on wealth preservation, liquidity events, and business transitions while guiding a team through complex tax engagements across individuals, trusts, estates, and closely held businesses.

Qualifications

• 7+ years’ experience in public accounting with an emphasis on Tax.
• BS/BA degree in Accounting or related field (Masters degree a plus).
• Licensed CPA or EA certified.
• Capability to research and oversee complex tax issues and projects with exposure to a variety of entities and industries.
• Able to manage multiple complex projects and deliver in a timely manner.
• Ability and/or interest in generating and building business, delegating work and manage staff.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.

Responsibilities

• Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
• Oversee complex tax research projects for a variety of clients and diverse industries.
• Work with clients to minimize their federal, state, and local tax liability.
• Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client.
• Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance.
• Manage multiple engagements and deliver high-quality products timely and efficiently.

Skills

Tax planning

Tax consulting

Tax compliance

Leadership

Client advisory

Communication

Education

Bachelor's degree in Accounting

CPA or EA certification

Masters degree a plus

Job description

BPM LLP seeks a Tax Director to lead sophisticated planning, consulting, and compliance for high-net-worth individuals and families within the Private Client Services (PCS) practice.

You will advise executives, entrepreneurs, and family offices on wealth preservation, liquidity events, and business transitions while guiding a team through complex tax engagements across individuals, trusts, estates, and closely held businesses.