Private Client Tax Director: Wealth Planning Lead Hybrid

BPM LLP; San Jose (CA); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Flexible work arrangements

CPA exam resources

Bonuses

Remote work options

Well-being resources

Job summary

BPM LLP's Private Client Services practice seeks a Tax Director to serve high-net-worth individuals, multi-generational families, executives, and family offices, guiding sophisticated tax planning, consulting, and compliance.

You'll lead engagements across individual, trust, estate, gift, and closely held business taxation, helping clients preserve wealth through strategic decisions about liquidity events, succession planning, and transitions.

Qualifications

• 7+ years in public accounting with emphasis on Tax.
• BS/BA in Accounting or related field; Masters preferred.
• Licensed CPA or EA.

Responsibilities

• Provide tax compliance and consulting to high-net-worth individuals, partnerships, and corporations.
• Oversee complex tax research projects across diverse industries.
• Help clients minimize federal, state, and local tax liabilities.
• Supervise tax associates and manage day-to-day delivery of services.
• Develop and motivate staff with leadership and career guidance.
• Manage multiple engagements to deliver high-quality results.

Skills

Tax planning

Client advisory

Leadership

Communication

Research

Education

Bachelor's in Accounting

Master's degree a plus

CPA or EA license

Job description

BPM LLP's Private Client Services practice seeks a Tax Director to serve high-net-worth individuals, multi-generational families, executives, and family offices, guiding sophisticated tax planning, consulting, and compliance.

You'll lead engagements across individual, trust, estate, gift, and closely held business taxation, helping clients preserve wealth through strategic decisions about liquidity events, succession planning, and transitions.