As an Tax Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the tax process.
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. We are specifically looking for candidates based in
Southern California, the
Bay Area, or
Las Vegas, who are ready to make an impact in a fast-paced, collaborative environment.
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, a coach program, and live classes, workshops, and seminars through BPM University.
Requirements:- 4 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 complex tax issues and exposure to a variety of entities and industries.
- Extensive experience in researching tax issues and exposure to a variety of entities and individual tax issues.
- Strong analytical ability and problem-solving skills.
- Excellent communication and presentation skills.
- Demonstrates proactive thinking.
- Experience developing and training associate level professionals.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM's values.
Responsibilities:- Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
- Oversee complex tax research projects for a variety of clients and diverse industries.
- Work with clients to minimize their federal, state, and local tax liability.
- 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.
$125,000 - $175,000 a year
Pay Range - $125,000 - $175,000
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.
