Tax Manager - Pcs

BPM

Santa Rosa, CA, United States
Not specified; not specified; flexible work arrang...
On-site
Managing complex tax planning for trusts and estates
Deep technical expertise in partnership taxation
Strong interpersonal skills for client relationships
BPM is seeking a Tax Manager to join their Private Client Services team, focusing on tax planning and compliance for Ultra High Net Worth individuals and families. The ideal candidate will possess strong technical expertise and interpersonal skills, contributing to a collaborative and innovative work environment 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: 85

BPM is seeking a Tax Manager to join their Private Client Services team, focusing on tax planning and compliance for Ultra High Net Worth individuals and families. The ideal candidate will possess strong technical expertise and interpersonal skills, contributing to a collaborative and innovative work environment in Southern California, the Bay Area, or Las Vegas.

Salary

Not specified; Not specified; Flexible work arrangements and personalized benefits

Skills & Requirements

Must-have

  • Managing complex tax planning for trusts and estates
  • Deep technical expertise in partnership taxation
  • Strong interpersonal skills for client relationships

Nice-to-have

  • Proactive approach to client service delivery
  • Experience with closely held businesses
  • Ability to thrive in a fast-paced environment

Key Requirements

  • Experience with Ultra High Net Worth clients
  • Technical expertise in tax strategy development
  • Based in Southern California, Bay Area, or Las Vegas

Work Rights

Not specified

Tailored Resume

Cover Letter