Tax Director - Private Client Services (PCS) jobs in United States
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BPM LLP · 4 days ago

Tax Director - Private Client Services (PCS)

BPM LLP is a firm that values caring and community, striving for innovation in its services. The Tax Director in Private Client Services will lead tax planning and compliance for high-net-worth clients, providing strategic guidance on complex tax issues and managing client relationships while mentoring team members.

AccountingAdviceConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

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
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

Qualification

Tax planningCPAEA certificationComplex tax issuesPublic accounting experienceAnalytical skillsBusiness developmentCommunication skillsProblem-solving skillsPresentation skillsTeam management

Required

7 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 and oversee complex tax issues and projects with an exposure to a variety of entities and industries
Able to manage multiple complex projects and deliver in a timely manner
Ability and/or interest in generating and building business, delegating work and manage staff
Strong analytical and problem-solving skills
Excellent communication and presentation skills

Benefits

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.

Company

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Sandra L. Curry
CFO Consultant
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Russell Burbank, CTP
Partner, Consulting | Chief Operating Officer
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