Tax Manager - Private Client Wealth (Hybrid/Remote)

Bpm-LLP; Sacramento (CA); Hybrid; USD 128,000 - 168,000; Full time

Job summary

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

You will lead sophisticated tax compliance and consulting engagements, identify planning opportunities, and collaborate with Partners to deliver customized solutions across diverse industries.

Qualifications

• 4+ years’ experience in public accounting.
• BS/BA degree in Accounting (Masters degree a plus).
• Licensed CPA OR EA.
• Capability to research complex tax issues across entities and industries.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Demonstrates proactive thinking.
• Experience developing and training associate level professionals.

Responsibilities

• Provide tax compliance and consulting to high-net-worth individuals, partnerships, and corporations.
• Oversee complex tax research projects for diverse clients and industries.
• Help clients minimize federal, state, and local tax liability.
• Supervise tax associates and manage day-to-day delivery of services.
• Develop and mentor tax seniors and associates.
• Manage multiple engagements with timely, high-quality outputs.

Skills

CPA

EA

Tax research

Public accounting

Education

Bachelor in Accounting

Master's preferred

Job description

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

You will lead sophisticated tax compliance and consulting engagements, identify planning opportunities, and collaborate with Partners to deliver customized solutions across diverse industries.