As a Flow-Through Tax Senior, you will play a key role in delivering high-quality tax compliance and advisory services to partnerships, S corporations, and other pass-through entities. In this role, you will prepare and review federal and multi-state tax returns, conduct technical tax research, and support planning initiatives for a diverse client base ranging from middle-market businesses to high-net-worth individuals. You will collaborate closely with managers and partners to address complex tax matters, contribute to client recommendations, and assist with special projects, while also mentoring junior staff and helping to ensure engagement deadlines and quality standards are met. This position offers the opportunity to deepen your expertise in flow-through taxation while building strong client relationships and serving as a trusted advisor.
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.
Requirements:- 4+ years' experience in public accounting with an emphasis in Flow-Through Taxation.
- Degree in Accounting or related field (Masters degree a plus)
- Licensed CPA, or in the process of obtaining CPA license OR EA certified
- Participate in tax research about complex tax issues.
- Exposure to a variety of entities and industries.
- Strong analytical ability and problem-solving skills.
- Excellent communication and presentation skills.
- Demonstrates proactive thinking.
- Experience developing and training associate level professionals.
Responsibilities:- Provide tax compliance and consulting to a diverse base of flow-through clients in the Real-Estate, Crypto Currency, Venture Capital, REIT projects, Private Equity and/or Wine Industry.
- Work with clients to minimize their federal, state, and local tax liability.
- Supervise tax associates' assignments and managing the day-to-day delivery of tax compliance / consulting services to the client.
- Develop and motivate tax associates by providing them with counseling, leadership and career guidance.
We Have:- Consistent recognition as one of the Bay Area's "Best Places to Work"
- Recognition as "Top 5 Accounting Firm in the Bay Area"
- Summer Hours - Leave early on Friday afternoons from June to August!
- BPMU - A corporate university that's dedicated to your career growth and development
- Flexibility in your day-to-day work schedule
- Rich diversity in the clients, industries, and overall work
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
