Tax Director – Private Client Wealth & Estates (Hybrid)

BPM LLP; Sacramento (CA); Hybrid; USD 180,000 - 270,000; Full time

Benefits offered by this job

Total rewards

Well-being resources

Balance & flexibility

Professional development

Job summary

BPM LLP is seeking a Tax Director within BPM's Private Client Services (PCS) practice to serve as a strategic advisor for high-net-worth individuals and families, guiding sophisticated tax planning, consulting, and compliance across various tax domains.

You will lead engagements, oversee complex research, and help clients preserve and grow wealth through proactive tax strategies, all while mentoring staff and delivering high-quality client service.

Qualifications

• 7+ years’ experience in public accounting with emphasis on Tax.
• BS/BA in Accounting or related field (Masters degree a plus).
• Licensed CPA or EA certified.

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 through coaching and leadership.
• Manage multiple engagements and deliver high-quality products timely and efficiently.

Skills

Tax planning

Tax compliance

Tax research

Team leadership

Project management

Communication

Education

CPA or EA license

Bachelor's degree in Accounting

Master's degree (preferred)

Job description

BPM LLP is seeking a Tax Director within BPM's Private Client Services (PCS) practice to serve as a strategic advisor for high-net-worth individuals and families, guiding sophisticated tax planning, consulting, and compliance across various tax domains.

You will lead engagements, oversee complex research, and help clients preserve and grow wealth through proactive tax strategies, all while mentoring staff and delivering high-quality client service.