Tax Manager - PCS

Bpm Llp•Sacramento, CA

1d•Hybrid

About The Position

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 Southern California, the Bay Area, or Las Vegas, who are ready to make an impact in a fast-paced, collaborative environment.

Requirements

4 or more years’ experience in public accounting with an emphasis on Tax.
BS/BA degree in Accounting or related field (Masters degree a plus)
Licensed CPA OR EA certified
Capability to research complex tax issues and exposure to a variety of entities and industries.
Extensive experience in researching tax issues and exposure to a variety of entities and individual tax issues.
Strong analytical ability and problem-solving skills.
Excellent communication and presentation skills.
Demonstrates proactive thinking.
Experience developing and training associate level professionals.

Nice To Haves

Masters degree

Responsibilities

Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
Oversee complex tax research projects for a variety of clients and diverse industries.
Work with clients to minimize their federal, state, and local tax liability.
Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client.
Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance.
Manage multiple engagements and deliver high quality products timely and efficiently.