← All roles

Tax Manager - Private Client Services (PCS) Industry: UHNW - Relocation Assistance Available

BPM· Tax – Private Client Services (PCS)
Apply on company site
Hybrid (San Francisco Bay Area)$128k - $168kFull-timePosted 1mo ago

About the role

Tax Manager within BPM's Private Client Services (PCS) practice serving high-net-worth individuals, families, business owners, executives, and family offices. Leads sophisticated tax compliance and consulting engagements, identifies proactive planning opportunities, and helps clients optimize tax efficiency and long-term wealth preservation.

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.

Qualifications

  • 4 or more years’ experience in public accounting
  • 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.

Skills

Required:Tax compliance and consultingTax researchClient advisory and communicationPeople management

Benefits

  • 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
  • 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.
Last updated Oct 21, 2026. Interested? Apply on the company site.

About BPM

Tax, Advisory, and Accounting Firm | BPM

As a trusted accounting firm, BPM delivers tailored tax, advisory, and accounting services to drive your unique vision of success.

TaxAdvisoryAccountingWealth ManagementRisk ManagementBusiness GrowthSustainable Success
Company profileWebsite

More open roles at BPM