Private Client Tax Manager — Wealth Strategy (Hybrid)

BPM LLP; Santa Rosa (CA); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Total rewards package

Well-being resources

Flexibility & remote work options

CPA exam resources & BPM University

B Corp commitment

Job summary

BPM LLP in California is seeking a Tax Manager for our Private Client Services (PCS) practice. You will act as a trusted adviser to high-net-worth individuals, families, business owners, executives, and family offices, guiding them through complex tax matters and wealth preservation.

You will lead sophisticated tax engagements, identify proactive planning opportunities, and collaborate with Partners to deliver tailored solutions and exceptional service.

Qualifications

• 4+ years of experience in public accounting.
• BS/BA in Accounting; Masters a plus.
• Licensed CPA or EA.
• Ability to research complex tax issues across entities and industries.
• Strong analytical and communication skills; proactive thinker.
• Experience developing and training associate level professionals.

Responsibilities

• Provide tax compliance and consulting to high-net-worth individuals, partnerships, and corporations.
• Oversee complex tax research projects for varied clients and industries.
• Help clients minimize federal, state, and local tax liability.
• Supervise tax associates' assignments and day-to-day delivery of services.
• Develop and motivate seniors and associates with guidance and coaching.
• Manage multiple engagements delivering high-quality work on time.

Skills

Analytical ability

Problem solving

Communication skills

Proactive thinking

Mentoring

Education

BS/BA in Accounting

Masters preferred

CPA or EA

Job description

BPM LLP in California is seeking a Tax Manager for our Private Client Services (PCS) practice. You will act as a trusted adviser to high-net-worth individuals, families, business owners, executives, and family offices, guiding them through complex tax matters and wealth preservation.

You will lead sophisticated tax engagements, identify proactive planning opportunities, and collaborate with Partners to deliver tailored solutions and exceptional service.