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
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
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
BPM LLP
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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
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Trends of Total Sponsorships
2025 (4)
2024 (9)
2023 (13)
2022 (15)
2021 (15)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-07-24
2025-07-23
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