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About the Role

BPM is seeking a Tax Senior to join our growing Private Client Services (PCS) or Flowthrough practice. In this role, you will be responsible for delivering high-quality tax compliance and consulting services to a diverse client base, including high-net-worth individuals, partnerships, and closely held businesses. You will take ownership of complex tax engagements, collaborate with leadership, and play a key role in mentoring junior team members while building strong client relationships.

Responsibilities

Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates
Work on complex Flowthrough and/or PCS engagements, including real estate, family offices, and closely held business structures
Identify, research, and resolve tax technical issues and apply findings to client situations
Assist with tax planning strategies, projections, and entity structuring to optimize client outcomes
Collaborate with Managers and Directors on client deliverables and tax strategy execution
Review work prepared by Associates and provide coaching and feedback to support development
Serve as a primary point of contact for clients, maintaining strong relationships and delivering exceptional service
Stay current on federal, state, and local tax legislation and communicate relevant updates to the team
Contribute to process improvements and team efficiencies

Requirements

2+ years of public accounting tax experience
CPA or EA in progress preferred
Strong technical knowledge of partnership, individual, and flowthrough taxation
Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients (real estate, professional services, manufacturing, etc.)
Proficiency with tax research tools and software
Strong analytical, organizational, and communication skills

Skills

Tax compliance
Tax consulting
Tax planning
Client relationship management
Tax research
Analytical skills
Organizational skills
Communication skills

Location

Bay Area

Work Type

Hybrid
Remote

Experience Level

Senior

Education Level

Bachelor’s degree in Accounting or related field

Salary/Compensations

$86,000 - $107,000

Benefits

Flexible work arrangements
Personalized benefit structures
Financial compensation options
Interactive wellness platform and incentives
Employee assistance program
Mental health resources
Colleague Resource Groups (CRGs)
14 Firm Holidays including 2 floating
Flex PTO
Paid family leave
Winter break
Summer hours
CPA exam resources and bonuses
Tuition reimbursement
Coach program
Live classes, workshops, and seminars through BPM University

About the Company

BPM is where caring and community are central to everything we do.
Driven by innovation, collaboration, and a shared commitment to helping clients and people thrive.
Entrepreneurial culture and flexible work environment empower professionals to grow, contribute, and make a meaningful impact.
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 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”.
People who value people.
Progressive and purposeful.
A firm with flexibility.
Shared entrepreneurial spirit drives us to see and do things differently.
Passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

Equal Opportunity

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.