Tax Director, Private Client Services – Wealth Strategy

Bpm-LLP; Long Beach (CA); Hybrid; USD 172,000 - 227,000; Full time

Benefits offered by this job

Total rewards

Well-being resources

Balance & flexibility

Professional development

Purpose-driven culture

Job summary

BPM LLP in California seeks a Tax Director within its Private Client Services practice to provide strategic tax guidance to high-net-worth individuals and families, helping navigate complex matters while preserving and growing wealth.

You will lead planning, consulting, and compliance across trusts, estates, gifts, and closely held businesses, driving successful outcomes and client value in a collaborative BPM culture.

Qualifications

• 7+ years of experience in public accounting with emphasis on Tax.
• BS/BA in Accounting or related field (Masters degree a plus).
• Licensed CPA or EA.
• Ability to research and oversee complex tax issues and projects with exposure to various entities and industries.
• Able to manage multiple complex projects and deliver timely.
• Ability and/or interest in generating and building business, delegating work and managing 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 industries.
• Work with clients to minimize their federal, state, and local tax liability.
• Supervise tax associates' assignments and manage day-to-day delivery of tax consulting services.
• Develop and motivate tax seniors and associates by reviewing their work and providing leadership and career guidance.
• Manage multiple engagements and deliver high-quality products timely and efficiently.

Skills

Tax expertise

Communication

Leadership

Research

Education

BS/BA in Accounting

Masters degree

Job description

BPM LLP in California seeks a Tax Director within its Private Client Services practice to provide strategic tax guidance to high-net-worth individuals and families, helping navigate complex matters while preserving and growing wealth.

You will lead planning, consulting, and compliance across trusts, estates, gifts, and closely held businesses, driving successful outcomes and client value in a collaborative BPM culture.