Tax Director – PCS-Experience with Individual, Trust and Entity work required

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 senior trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices with complex individual, trust, and entity tax needs.

You’ll lead sophisticated tax compliance and consulting engagements involving interconnected individuals, trusts, partnerships, LLCs, S corporations, and other closely held entities. Looking beyond individual tax returns, you’ll understand the broader client relationship and identify how decisions at the individual, trust, or entity level may affect the client’s overall tax strategy.

At the Director level, you will play a critical role in identifying proactive planning opportunities, providing technical guidance, developing talent, strengthening client relationships, and partnering with firm leadership to grow the PCS practice. Your work will help clients optimize tax efficiency, navigate significant transactions and life events, and preserve wealth across generations.

 

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. Because People Matter. 

 

Note: Candidates residing within commuting distance of BPM’s Santa Rosa or Sacramento office will be expected to follow a hybrid work schedule.