Tax Director - Private Client Service; PCS; Focus: UHNW

Position: Tax Director - Private Client Service (PCS) - Focus: UHNW
Santa Rosa, CA / Sacramento, CA / San Francisco Bay Area / Walnut Creek, CA / Menlo Park, CA / San Jose, CA / Irvine, CA / Long Beach City, CA / Santa Monica, CA / Las Vegas, NVTax – Private Client Services (PCS) /Full-time /HybridBPM – 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 Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future  this role, you will lead sophisticated tax planning, consulting, and compliance engagements across individual, trust, estate, gift, and closely held business taxation.

Your expertise will help clients make informed decisions around wealth preservation, succession planning, liquidity events, and business transitions, creating meaningful and lasting impact on their financial legacy.

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

Requirements:7 or more years’ experience in public accounting with an emphasis on Tax.

BS/BA degree in Accounting or related field (Masters degree a plus)
Licensed CPA or EA certified

Capability to research and oversee complex tax issues and projects with an exposure to a variety of entities and industries.

Able to manage multiple complex projects and deliver in a timely manner.

Ability and/or interest in generating and building business, delegating work and manage 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 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…