Tax Director – PCS-Experience with Individual, Trust and Entity work required

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 senior trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices with complex individual, trust, and entity tax needs.

You’ll lead sophisticated tax compliance and consulting engagements involving interconnected individuals, trusts, partnerships, LLCs, S corporations, and other closely held entities. Looking beyond individual tax returns, you’ll understand the broader client relationship and identify how decisions at the individual, trust, or entity level may affect the client’s overall tax strategy.

At the Director level, you will play a critical role in identifying proactive planning opportunities, providing technical guidance, developing talent, strengthening client relationships, and partnering with firm leadership to grow the PCS practice. Your work will help clients optimize tax efficiency, navigate significant transactions and life events, and preserve wealth across generations.

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 BPM’s Santa Rosa or Sacramento office will be expected to follow a hybrid work schedule.

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.

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

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.

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.

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. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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.

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Recruitment Fraud Warning:

BPM LLP will never ask candidates to pay money, purchase equipment or gift cards, or provide financial information as part of the hiring process. All official communications regarding interviews and job offers will come exclusively from an email address ending in @bpmcpa.com or @bpm.com. If you receive a suspicious communication, please verify it through BPM’s official recruiting channels.

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.

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.