Tax Manager - (PCS) Private Client Services / Relocation Assistance Available
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. 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 the Bay Area, Sacramento, Santa Rosa etc. who are ready to make an impact in a fast-paced, collaborative environment.
Relocation Assistance: A flat rate is available for candidates relocating to the Bay Area (Sacramento or Santa Rosa, CA)
Note: Those within 45 minutes of a BPM office will be expected to follow a hybrid 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) 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.
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
We Have:
- A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
- The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
- A regional presence in the Bay Area, while still serving our clients nationally and internationally.
- Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work for” by Accounting Today.
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.
Wondering if you should apply?
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
***************
BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
This position is not eligible for third-party or agency submissions. We will not accept unsolicited resumes from search firms or staffing agencies.