UHNW Private Client Tax Director - Hybrid/Remote Work

BPM LLP; Menlo Park (CA); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Total rewards package

Well-being resources

Balance & flexibility

Professional development opportunities

Job summary

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

You will lead sophisticated planning, consulting, and compliance across trusts, estates, gifts, and closely held businesses while guiding clients through transitions and liquidity events.

Qualifications

• 7+ years in public accounting with emphasis on Tax.
• BS/BA in Accounting; Masters is a plus.
• CPA or EA certification required.
• Ability to research and oversee complex tax issues.
• Experience managing multiple projects and staff.

Responsibilities

• Provide tax planning, consulting, and compliance for high-net-worth individuals and entities.
• Oversee complex tax research projects across diverse industries.
• Help clients minimize federal, state, and local tax liabilities.
• Supervise tax associates and develop junior staff.
• Drive business development and delegate work effectively.
• Manage multiple engagements with high-quality delivery.

Skills

Tax planning

Leadership

Communication

Research

Project management

Education

BS/BA in Accounting

CPA or EA

Masters degree a plus

Job description

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

You will lead sophisticated planning, consulting, and compliance across trusts, estates, gifts, and closely held businesses while guiding clients through transitions and liquidity events.