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.
Note: Candidates residing within commuting distance of BPM's Santa Rosa or Sacramento 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
- 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.
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
Responsibilities:- 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.
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.
$172,000 - $227,000 a year
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.
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