Tax Director - Private Client Service (PCS) - Focus: UHNW

Job Description

Job Description

BPM – 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 generations.

In 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 

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 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.

Compensation reflects multiple factors including experience, certifications, skills, and geographic differentials,

The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position.  Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.

Wondering if you should apply?

 

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

 

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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

 

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

 

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.

 

 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.