Tax Senior within BPM's Private Client Services (PCS) practice, you'll play an important role in delivering high-quality tax compliance and advisory services to high-net-worth individuals, families, business owners, and their related entities.
You'll work across individual, trust, and entity taxation, gaining exposure to the interconnected tax considerations of individuals, fiduciary structures, partnerships, LLCs, S corporations, and closely held businesses. You'll prepare and review complex tax returns, research tax issues, communicate with clients, and work alongside Managers, Directors, and Partners to identify planning opportunities and deliver thoughtful solutions.
This is an opportunity to deepen your technical expertise while gaining broader exposure to complex private client relationships and continuing to develop your skills as a trusted tax professional.
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:- Prepare and review complex individual, trust, and entity tax returns, including Forms 1040, 1041, 1065, and 1120-S.
- Support tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
- Prepare tax projections, estimated payments, extensions, and year-end planning for individuals and related entities.
- Handle trust, fiduciary, partnership, LLC, S corporation, and other flow-through tax matters.
- Research federal and state tax issues and identify potential tax-planning opportunities.
- Communicate directly with clients to gather information, resolve questions, and support timely completion of engagements.
- Review Associate work and provide coaching and guidance to junior team members.
Requirements:- 2-5 years of progressive tax experience, preferably within public accounting, Private Client Services, or a high-net-worth tax practice.
- Hands-on experience preparing complex individual, trust, and entity tax returns, including Forms 1040, 1041, 1065, and 1120-S.
- Experience working with high-net-worth individuals, families, trusts, business owners, partnerships, LLCs, and closely held businesses.
- Working knowledge of trust and fiduciary taxation and flow-through entity taxation, including how entity activity impacts individual taxpayers.
- Experience preparing tax projections, estimated payments, extensions, and year-end tax planning and researching federal and state tax matters.
- Ability to communicate effectively with clients, manage multiple engagements and deadlines, and provide review and guidance to junior team members.
- Bachelor's degree in Accounting, Taxation, Finance, or a related field, with CPA eligibility or progress toward CPA licensure preferred.
$86,000 - $106,000 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.
Wondering if you should apply?
