Tax Director - Private Client Service (PCS) - Industry: UHNW

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 a Tax Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future generations.

In this role, you will lead sophisticated tax planning, consulting, and compliance engagements across individual, trust, estate, gift, and closely held business taxation. Your expertise will help clients make informed decisions around wealth preservation, succession planning, liquidity events, and business transitions, creating meaningful and lasting impact on their financial legacy.

 

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.  Our shared entrepreneurial spirit drives us to see and do things differently.  Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter. 

 

 

Note: Candidates residing within commuting distance of a BPM office will be expected to follow a hybrid work schedule.

Wondering if you should apply? 

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. 

  

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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. 

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. 

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Recruitment Fraud Warning: 

BPM LLP will never ask candidates to pay money, purchase equipment or gift cards, or provide financial information as part of the hiring process. All official communications regarding interviews and job offers will come exclusively from an email address ending in @bpmcpa.com or @bpm.com. If you receive a suspicious communication, please verify it through BPM’s official recruiting channels. 

 

Please note: this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned. 

 

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.