Tax Manager - PCS Experience with Individual, Trust & 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 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.

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.

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.

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.