Not specified; not specified; flexible work arrang...
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Complex tax planning for trusts and estates
Partnership and closely held business tax expertise
Client-focused service delivery
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BPM is seeking a Tax Manager for their Private Client Services team, focusing on providing tax planning and compliance for Ultra High Net Worth individuals and families. The ideal candidate should possess strong technical expertise and interpersonal skills while being based in Southern California, the Bay Area, or Las Vegas.
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Job Summary
The role involves managing complex tax planning and compliance for trusts, estates, partnerships, and closely held businesses.
BPM offers a total rewards package including flexible work arrangements, personalized benefit structures, and financial compensation options.
The company fosters a learning culture with CPA exam resources, a coach program, and live classes through BPM University.
Matching Summary
Match Score: 75
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BPM is seeking a Tax Manager for their Private Client Services team, focusing on providing tax planning and compliance for Ultra High Net Worth individuals and families. The ideal candidate should possess strong technical expertise and interpersonal skills while being based in Southern California, the Bay Area, or Las Vegas.
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Salary
Not specified; Not specified; Flexible work arrangements and personalized benefits
Skills & Requirements
Must-have
Complex tax planning for trusts and estates
Partnership and closely held business tax expertise
Client-focused service delivery
Nice-to-have
Deep technical tax expertise
Strong interpersonal skills
Proactive approach to client relationships
Key Requirements
Experience with UHNW individual tax matters
Technical expertise in trust and estate taxation
Location in Southern California, Bay Area, or Las Vegas