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BPM LLP · 3 days ago

Tax Manager with UHNW Experience

Santa Monica, CA

Full-time

Hybrid

Mid, Senior Level

$125K/yr - $175K/yr

4+ years exp

BPM LLP is a people-centered firm that values caring and community. They are seeking an experienced Tax Manager to join their Private Client Services team, focusing on Ultra High Net Worth individuals and families, managing complex tax planning and compliance while delivering personalized service and strategic guidance.

AccountingAdviceConsultingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations

Oversee complex tax research projects for a variety of clients and diverse industries

Work with clients to minimize their federal, state, and local tax liability

Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client

Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance

Manage multiple engagements and deliver high quality products timely and efficiently

Qualification

Public accounting experienceLicensed CPAEATax research capabilityAnalytical skillsCommunication skillsProactive thinkingTraining experienceProblem-solving skillsPresentation skills

Required

4 or more years' experience in public accounting with an emphasis on Tax

BS/BA degree in Accounting or related field (Masters degree a plus)

Licensed CPA OR EA certified

Capability to research complex tax issues and exposure to a variety of entities and industries

Extensive experience in researching tax issues and exposure to a variety of entities and individual tax issues

Strong analytical ability and problem-solving skills

Excellent communication and presentation skills

Demonstrates proactive thinking

Experience developing and training associate level professionals

Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM's values

Benefits

Flexible work arrangements

Personalized benefit structures

Financial compensation options

Interactive wellness platform and incentives

Employee assistance program and mental health resources

Colleague Resource Groups (CRGs)

14 Firm Holidays including 2 floating

Flex PTO

Paid family leave

Winter break

Summer hours

Remote work options

CPA exam resources and bonuses

Tuition reimbursement

A coach program

Live classes, workshops, and seminars through BPM University

Company

BPM LLP

Glassdoor3.6

Hi there, we're BPM! Welcome to a community built on connection, collaboration, and care.

Founded in 1986

San Francisco, California, USA

1001-5000 employees

https://www.bpm.com/

H1B Sponsorship

BPM LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2024 (9)

2023 (13)

2022 (15)

2021 (15)

2020 (6)