BPM LLP

BPM LLP

Tax Manager - Private Client Services (PCS)- Relocation Assistance Available

Santa Rosa, CA

Sponsorship not specified$125k-$175kDetected 89 days ago
AccessibilityAccountingExcelTaxResearchLeadershipCommunicationCollaborationProblem Solving

About the role

  • BPM is seeking an experienced and client-focused Tax Manager to join our Private Client Services (PCS) team, working exclusively with Ultra High Net Worth (UHNW) individuals and families.
  • This role involves managing complex tax planning and compliance for trusts, estates, partnerships, and closely held businesses, while delivering personalized service and strategic guidance.
  • The ideal candidate will have deep technical expertise, strong interpersonal skills, and a proactive approach to client relationships.

Responsibilities

  • 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 with an emphasis on Tax.
  • Extensive experience in researching tax issues and exposure to a variety of entities and individual tax issues.

Nice to have

  • BS/BA degree in Accounting or related field (Masters degree a plus)

Compensation

  • What you get: Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.

Benefits

  • Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
  • Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University.
  • Our shared entrepreneurial spirit drives us to see and do things differently.
  • 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.
  • 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.

Company info

  • At BPM we are people who value people.
  • We are progressive and purposeful.
  • We are a firm with flexibility.
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This listing is sourced directly from BPM LLP's careers page and normalized into a canonical job model.