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Tax Director, Wealth & Estate Planning - Hybrid

Job in Santa Rosa, Sonoma County, California, 95402, USA
Listing for: BPM LLP
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 180000 - 240000 USD Yearly USD 180000.00 240000.00 YEAR
Job Description & How to Apply Below

BPM LLP in Santa Rosa, CA is seeking a Tax Director within our Private Client Services practice. You will serve as a strategic advisor to high-net-worth individuals, families, executives, entrepreneurs, and family offices, guiding sophisticated tax planning, consulting, and compliance across individual, trust, estate and related areas.

You will lead complex tax engagements, help clients preserve wealth, and support business transitions.

This opening is for the Tax Director, Wealth & Estate Planning
- Hybrid role at BPM LLP.

Join BPM LLP and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Tax Director, Wealth & Estate Planning
- Hybrid role at BPM LLP, based in Santa Rosa, CA, United States.

We are looking to fill the Tax Director, Wealth & Estate Planning
- Hybrid position at BPM LLP in Santa Rosa, CA, United States.

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