Tax Director, Private Client Services — Flexible, Remote & Growth

Bpm-LLP; Santa Rosa (CA); Hybrid; USD 172,000 - 227,000; Full time

Benefits offered by this job

Total rewards

Well-being resources

Flexible time off

Professional development

Job summary

BPM is seeking a Tax Director within the Private Client Services (PCS) practice to advise high-net-worth individuals, families, executives and family offices on complex tax matters and wealth planning.

You will lead tax planning, consulting and compliance across individual, trust, estate and closely held business taxation, shaping clients' financial legacy with a strategic, advisory approach. Hybrid work is available for those within 45 minutes of BPM offices.

Qualifications

• 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 across 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

CPA/EA

Leadership

Communication

Research

Education

BS/BA in Accounting or related field

Masters degree a plus

Job description

BPM is seeking a Tax Director within the Private Client Services (PCS) practice to advise high-net-worth individuals, families, executives and family offices on complex tax matters and wealth planning.

You will lead tax planning, consulting and compliance across individual, trust, estate and closely held business taxation, shaping clients' financial legacy with a strategic, advisory approach. Hybrid work is available for those within 45 minutes of BPM offices.