About the RoleBPM is seeking a
Tax Senior to join our growing
Private Client Services (PCS) or Flowthrough practice. In this role, you will be responsible for delivering high-quality tax compliance and consulting services to a diverse client base, including high-net-worth individuals, partnerships, and closely held businesses.
You will take ownership of complex tax engagements, collaborate with leadership, and play a key role in mentoring junior team members while building strong client relationships.
Note: Candidates located near a BPM office will follow a hybrid work model, with 2-3 days per week in the office.Key Responsibilities:- Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates
- Work on complex Flowthrough and/or PCS engagements, including real estate, family offices, and closely held business structures
- Identify, research, and resolve tax technical issues and apply findings to client situations
- Assist with tax planning strategies, projections, and entity structuring to optimize client outcomes
- Collaborate with Managers and Directors on client deliverables and tax strategy execution
- Review work prepared by Associates and provide coaching and feedback to support development
- Serve as a primary point of contact for clients, maintaining strong relationships and delivering exceptional service
- Stay current on federal, state, and local tax legislation and communicate relevant updates to the team
- Contribute to process improvements and team efficiencies
Qualifications:- Bachelor's degree in Accounting or related field required
- 2+ years of public accounting tax experience
- CPA or EA in progress preferred
- Strong technical knowledge of partnership, individual, and flowthrough taxation
- Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients (real estate, professional services, manufacturing, etc.)
- Proficiency with tax research tools and software
- Strong analytical, organizational, and communication skills
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) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
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, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
$86,000 - $107,000 a year
*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.
