- Salary
- $172k – $227k/yr
- Location
- Santa Rosa, CA · United States
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Tax
- Seniority
- Director
- Education
- Master
- Source
- Lever
Description
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 BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future generations.
In this role, you will lead sophisticated tax planning, consulting, and compliance engagements across individual, trust, estate, gift, and closely held business taxation. Your expertise will help clients make informed decisions around wealth preservation, succession planning, liquidity events, and business transitions, creating meaningful and lasting impact on their financial legacy.
Note: Candidates residing within 45 minute commuting distance of a BPM office will be expected to follow a hybrid work schedule.