Tax Director - Mergers & Acquisitions (M&A)

Bpm Llp•San Francisco Bay Area, CA

1d•Hybrid

About The Position

The Tax Director within BPM LLP's 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. This position is open to candidates nationwide, with those within 45 minutes of a BPM office 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.