Tax Director - Private Client Services (PCS) en Bpmcpa

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 a Tax Director within PCS, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the tax process.

 

We are seeking an experienced PCS Tax Director to join our growing team. The PCS Tax Director leads tax planning and compliance services for high-net-worth individuals, families, and closely held businesses. This role provides strategic guidance on complex tax issues, including estate, gift, and trust taxation. The director manages client relationships, ensuring exceptional service while overseeing and mentoring team members. Additionally, they collaborate with internal teams and clients to deliver tailored solutions and drive business development initiatives.

 

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.

·         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 

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.

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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.