Tax Manager - Pcs

BPM

Santa Rosa, CA, United States
Not specified; not specified; flexible work arrang...
**
Complex tax planning for trusts and estates
Partnership and closely held business tax expertise
Client-focused service delivery
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

Cover Letter