Tax Manager - PCS
bpmcpa· Private Client Services (PCS)
About this role
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 an Tax Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the tax process.
BPM is seeking an experienced and client-focused Tax Manager to join our Private Client Services (PCS) team, working exclusively with Ultra High Net Worth (UHNW) individuals and families. This role involves managing complex tax planning and compliance for trusts, estates, partnerships, and closely held businesses, while delivering personalized service and strategic guidance. The ideal candidate will have deep technical expertise, strong interpersonal skills, and a proactive approach to client relationships. We are specifically looking for candidates based in the Bay Area, Sacramento, Santa Rosa etc. who are ready to make an impact in a fast-paced, collaborative environment.
Note: Those within 45 minutes of a BPM office will be expected to follow a hybrid schedule.
What you get:
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, a coach program, and live classes, workshops, and seminars through BPM University.
Who is successful at BPM:
· 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
Frequently Asked Questions
What is the salary for the Tax Manager - PCS role at bpmcpa?
The listed salary for this Tax Manager - PCS position at bpmcpa is USD 125K–175K. This is an Full time role.
Where is the Tax Manager - PCS position at bpmcpa located?
This Tax Manager - PCS role at bpmcpa is based in Sacramento, CA. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Tax Manager - PCS role at bpmcpa full-time or part-time?
This is listed as a Full time position. It is posted as a Tax Manager - PCS role in the Private Client Services (PCS) department at bpmcpa.
Which team or department does the Tax Manager - PCS at bpmcpa belong to?
This Tax Manager - PCS position is part of the Private Client Services (PCS) department at bpmcpa. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Tax Manager - PCS position at bpmcpa?
Click the "Apply Now" button on this page. You will be redirected to bpmcpa's official application portal hosted on lever where you can submit your application directly.
When was the Tax Manager - PCS job at bpmcpa posted?
This Tax Manager - PCS position at bpmcpa was posted on Nov 13, 2024. Apply as soon as possible — early applications are often reviewed first.
Tax Manager - PCS
bpmcpa · 💰 USD 125K–175K
You'll be redirected to bpmcpa's official application page on Lever.