Tax Manager - PCS Individual, Trust & Entity

Position: Tax Manager - PCS Experience with Individual, Trust & Entity work required
Santa Rosa, CA / Sacramento, CATax – PCS HNW /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 Manager in our Private Client Service (PCS) practice you will be joining a growing team. You’ll play an integral role in helping high-net-worth individuals and families manage the complexities that come with personal wealth, trusts, and closely held businesses.

Leading sophisticated individual, trust, and entity tax engagements, you’ll identify planning opportunities, provide strategic guidance, and collaborate with clients and their advisors to develop customized solutions that support both immediate tax objectives and long-term wealth preservation.

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 commutable distance from BPM’s Santa Rosa or Sacramento office, will be expected to work a hybrid 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:
Demonstrated experience preparing and reviewing complex individual, trust, and entity tax returns, including Forms 1040, 1041, 1065, and 1120-S.Experience providing tax compliance and planning services to high-net-worth individuals, families, business owners, and executives, including clients with multiple trusts and closely held entities.

Strong understanding of trust and fiduciary taxation, including income and distribution considerations, beneficiary reporting, and related tax-planning opportunities.

Experience with partnerships, LLCs, S corporations, and other pass-through entities, including understanding how entity-level activity flows through to an individual owner's tax position.

Oversee complex tax research projects for a variety of clients and diverse industries.

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…