Tax Senior -PCS/ Flowthrough - SoCal or Bay Area

BPM LLP•Long Beach, CA

1d•$86,000 - $107,000•Hybrid

About The Position

BPM is seeking a Tax Senior to join our growing Private Client Services (PCS) or Flowthrough practice. In this role, you will be responsible for delivering high-quality tax compliance and consulting services to a diverse client base, including high-net-worth individuals, partnerships, and closely held businesses. You will take ownership of complex tax engagements, collaborate with leadership, and play a key role in mentoring junior team members while building strong client relationships. Candidates located near a BPM office will follow a hybrid work model, with 2–3 days per week in the office.

Requirements

Bachelor’s degree in Accounting or related field required
2+ years of public accounting tax experience
CPA or EA in progress preferred
Strong technical knowledge of partnership, individual, and flowthrough taxation
Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients (real estate, professional services, manufacturing, etc.)
Proficiency with tax research tools and software
Strong analytical, organizational, and communication skills

Responsibilities

Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates
Work on complex Flowthrough and/or PCS engagements, including real estate, family offices, and closely held business structures
Identify, research, and resolve tax technical issues and apply findings to client situations
Assist with tax planning strategies, projections, and entity structuring to optimize client outcomes
Collaborate with Managers and Directors on client deliverables and tax strategy execution
Review work prepared by Associates and provide coaching and feedback to support development
Serve as a primary point of contact for clients, maintaining strong relationships and delivering exceptional service
Stay current on federal, state, and local tax legislation and communicate relevant updates to the team
Contribute to process improvements and team efficiencies