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Tax Director - Private Client Service (PCS) - Industry: UHNW

BPM· Tax – Private Client Services (PCS)
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Hybrid (Santa Rosa, CA), Hybrid (Sacramento, CA), Hybrid (San Francisco Bay Area), Hybrid (Walnut Creek, CA), Hybrid (Menlo Park, CA), Hybrid (San Jose, CA), Hybrid (Irvine, CA), Hybrid (Long Beach City, CA), Hybrid (Santa Monica, CA), Hybrid (Las Vegas, NV)$172k - $227kFull-timePosted 1mo ago

About the role

Tax Director within BPM's Private Client Services (PCS) practice, serving as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices. Leads sophisticated tax planning, consulting, and compliance engagements across individual, trust, estate, gift, and closely held business taxation to preserve and grow clients' wealth.

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

  • 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.

Skills

Required:Tax planning and advisoryTax research

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
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