Tax Director - Mergers & Acquisitions (M&A)

BPM LLP • San Francisco, CA

1d • Hybrid

About The Position

The Tax Director within our Mergers & Acquisitions team will lead strategic tax advisory services for private equity firms, corporate clients, and their portfolio companies. This role focuses on tax structuring, due diligence, and integration planning for mergers, acquisitions, and reorganizations. The ideal candidate will bring deep technical expertise, leadership capabilities, and a consultative approach to client service. Note: Open to candidates nationwide. Those within 45 minutes of a BPM office will be expected to follow a hybrid schedule.

Requirements

• CPA or EA required.
• Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred).
• Proven track record in driving business growth and strategic partnerships
• Minimum 7 years of experience in public accounting or consulting, with a focus on M&A tax.
• Strong knowledge of partnership taxation, corporate reorganizations, and ASC 740.
• Proven ability to manage multiple complex projects and deliver high-quality results.
• Excellent communication, analytical, and presentation skills.
• Entrepreneurial mindset with a passion for client service and team leadership.

Responsibilities

• Lead tax structuring and planning for M&A transactions, including buy-side and sell-side engagements.
• Oversee tax due diligence and risk assessments for target entities.
• Advise clients on tax implications of deal structures, including entity selection, purchase price allocation, and post-transaction integration.
• Collaborate with cross-functional teams (e.g., valuation, audit, legal) to deliver seamless transaction support.
• Manage client relationships and serve as a trusted advisor on complex tax matters.
• Mentor and develop junior staff, fostering technical growth and leadership.
• Contribute to business development efforts, including proposal writing and client presentations.
• Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.

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
• Tuition reimbursement
• Coach program
• Live classes, workshops, and seminars through BPM University

What This Job Offers

• Job Type: Full-time
• Career Level: Director