Private Client Tax Manager: Wealth Advisory & Compliance

Bpmcpa; Santa Rosa (CA); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Flexible work

Well-being resources

Balance & flexibility

Professional development

Job summary

BPM is seeking a Tax Manager in its Private Client Services (PCS) practice to serve high-net-worth individuals and family offices. You will lead sophisticated tax engagements, provide proactive planning, and collaborate with partners to deliver customized wealth-preserving solutions.

Hybrid work enabled within commuting distance of BPM offices. Enjoy competitive rewards, ongoing CPA resources, and a collaborative, client-focused culture where people matter.

Qualifications

• 4+ years’ experience in public accounting.
• BS/BA in Accounting or related field; Masters preferred.
• Licensed CPA or EA certification.
• Ability to research complex tax issues across various entities and industries.
• Strong analytical ability and problem-solving skills.
• Excellent communication and presentation skills.
• Demonstrates proactive thinking and mentorship capabilities.
• Experience developing and training junior staff.

Responsibilities

• Provide tax compliance and consulting to high-net-worth individuals, partnerships, and corporations.
• Oversee complex tax research projects for diverse clients and industries.
• Work with clients to minimize federal, state, and local tax liability.
• Supervise tax associates and manage day-to-day delivery of services.
• Develop and mentor tax seniors and associates through review and guidance.
• Manage multiple engagements delivering high-quality work on time.

Skills

Analytical thinking

Problem solving

Communication skills

Presentation skills

Proactive thinking

Leadership coaching

Education

BS/BA in Accounting

CPA or EA license

Masters degree a plus

Job description

BPM is seeking a Tax Manager in its Private Client Services (PCS) practice to serve high-net-worth individuals and family offices. You will lead sophisticated tax engagements, provide proactive planning, and collaborate with partners to deliver customized wealth-preserving solutions.

Hybrid work enabled within commuting distance of BPM offices. Enjoy competitive rewards, ongoing CPA resources, and a collaborative, client-focused culture where people matter.