Senior Tax Manager, Private Client Wealth

BPM LLP; San Jose (CA); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Total rewards package

Well-being resources

Balance & flexibility

Professional development opportunities

Be part of a purpose-driven org

Job summary

BPM LLP is seeking a Tax Manager for our Private Client Services practice in the San Francisco Bay Area. You will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices, guiding complex tax compliance and planning to preserve wealth across generations.

You will lead tax research, oversee engagements across multiple clients and industries, and mentor tax seniors and associates, while partnering with Partners and firm leadership to

Qualifications

• 4+ years of public accounting experience.
• BS/BA in Accounting (Master’s degree a plus).
• CPA or EA license required.
• Ability to research complex tax issues across multiple entities.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation abilities.
• Proven experience training and mentoring staff.

Responsibilities

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

Skills

Analytical skills

Communication skills

Proactive thinking

People leadership

Education

Bachelor’s in Accounting

CPA or EA license

Job description

BPM LLP is seeking a Tax Manager for our Private Client Services practice in the San Francisco Bay Area. You will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices, guiding complex tax compliance and planning to preserve wealth across generations.

You will lead tax research, oversee engagements across multiple clients and industries, and mentor tax seniors and associates, while partnering with Partners and firm leadership to