Tax Manager - Private Client Services (PCS) Focus: UHNW - Relocation Assistance Available

BPM LLP; Santa Rosa (CA); Hybride; USD 120 000 - 170 000; Plein temps

Avantages offerts par ce poste

Total rewards package

Well-being resources

Flexibility & remote work options

CPA exam resources & BPM University

B Corp commitment

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Analytical ability

Problem solving

Communication skills

Proactive thinking

Mentoring

Formation

BS/BA in Accounting

Masters preferred

CPA or EA

Description du poste

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Tax Manager within BPM's Private Client Services (PCS) practice, you will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices, helping them navigate complex tax matters and preserve wealth across generations.

In this role, you will lead sophisticated tax compliance and consulting engagements, identify proactive planning opportunities, and help clients make informed decisions that optimize tax efficiency and support long-term wealth preservation. You'll build meaningful relationships with clients and their advisors while collaborating with Partners and firm leadership to deliver exceptional service and customized solutions.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

Note: Candidates residing within commuting distance of a BPM office will be expected to follow a hybrid work schedule.

What you get:

• Total rewards package: From flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
• Well-being resources: Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)
• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
• Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University
• Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another.

Who is successful at BPM:

• Caring people who put others first
• Self-starters who embody the BPM entrepreneurial spirit
• Authentic individuals with a diverse point of view
• Lifelong learners with a drive to excel
• Resilient people who rise to the occasion

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.

Requirements:

• 4 or more years’ experience in public accounting
• BS/BA degree in Accounting or related field (Masters degree a plus)
• Licensed CPA OR EA certified
• Capability to research complex tax issues and exposure to a variety of entities and industries.
• Extensive experience in researching tax issues and exposure to a variety of entities and individual tax issues.
• Strong analytical ability and problem-solving skills.
• Excellent communication and presentation skills.
• Demonstrates proactive thinking.
• Experience developing and training associate level professionals.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.