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About the Role

As a Tax Manager within BPM's Private Client Services (PCS) practice, you will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices, helping them navigate complex tax matters and preserve wealth across generations. In this role, you will lead sophisticated tax compliance and consulting engagements, identify proactive planning opportunities, and help clients make informed decisions that optimize tax efficiency and support long-term wealth preservation. You'll build meaningful relationships with clients and their advisors while collaborating with Partners and firm leadership to deliver exceptional service and customized solutions.

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.

Requirements

4 or more years’ experience in public accounting
BS/BA degree in Accounting or related field
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

Tax compliance
Tax consulting
Wealth preservation
Tax research
Client relationship management
Engagement management
Analytical skills
Problem-solving skills
Communication skills
Presentation skills

Location

San Francisco Bay Area

Work Type

Hybrid
Remote

Experience Level

4 or more years’ experience in public accounting

Education Level

BS/BA degree in Accounting or related field
Masters degree a plus

Salary/Compensations

$128,000 - $168,000 a year

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
Remote work options
CPA exam resources and bonuses
Coach program
Live classes, workshops, and seminars through BPM University

About the Company

BPM is 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.
Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.
Our shared entrepreneurial spirit drives us to see and do things differently.
Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
At BPM we are people who value people.
We are progressive and purposeful.
We are a firm with flexibility.

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.