Tax Manager with UHNW Experience
Bpmcpa
Estimated Salary: $82K-$138K
Location: CA
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 an Tax Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the tax process.
BPM is seeking an experienced and client-focused
Tax Manager
to join our
Private Client Services (PCS)
team, working exclusively with
Ultra High Net Worth (UHNW)
individuals and families. This role involves managing complex tax planning and compliance for trusts, estates, partnerships, and closely held businesses, while delivering personalized service and strategic guidance. The ideal candidate will have deep technical expertise, strong interpersonal skills, and a proactive approach to client relationships. We are specifically looking for candidates based in
Southern California
, the
Bay Area
, or
Las Vegas
, who are ready to make an impact in a fast-paced, collaborative environment.
What you get:
Total rewards package:
from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
Well-being resources:
interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility:
14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options
, so you can balance challenging yourself with taking care of yourself.
Professional development opportunities:
A learning culture with
CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Who is successful at BPM:
· Caring people who put others first
· Self-starters who embody the BPM entrepreneurial spirit
· Authentic individuals with a diverse point of view
· Lifelong learners with a drive to excel
· Resilient people who rise to the occasion