Tax Director - Private Client Services (PCS) jobs in United States
cer-icon
Apply on Employer Site
company-logo

BPM LLP · 1 week ago

Tax Director - Private Client Services (PCS)

BPM LLP is a company that emphasizes caring and community in its operations. They are seeking a Tax Director within Private Client Services to lead tax planning and compliance for high-net-worth individuals and closely held businesses, providing strategic guidance on complex tax issues while managing client relationships.

AccountingAdviceConsultingFinanceFinancial Services
check
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 planningClient relationship managementCPAEA certificationPublic accounting experienceComplex tax issues researchAnalytical skillsProblem-solving skillsCommunication 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

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
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

leader-logo
Sandra L. Curry
CFO Consultant
linkedin
leader-logo
Russell Burbank, CTP
Partner, Consulting | Chief Operating Officer
linkedin
Company data provided by crunchbase