---
title: 'Tax Director - Private Client Service (PCS) HNW at BPM LLP'
canonical: 'https://feeny.ai/job/tax-director-private-client-service-pcs-hnw-bpm-llp-santa-rosa-drm14fbs2fjp'
type: 'job'
last_seen: '2026-09-14'
---

# Tax Director - Private Client Service (PCS) HNW at BPM LLP

- **Company:** BPM LLP
- **Location:** Santa Rosa, CA
- **Compensation:** $172k–$227k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-09
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.lever.co/bpmcpa/146e658f-618c-4ee4-8891-5acb53f6d7d3

## Job description

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 a Tax Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future generations. In this role, you will lead sophisticated tax planning, consulting, and compliance engagements across individual, trust, estate, gift, and closely held business taxation. Your expertise will help clients make informed decisions around wealth preservation, succession planning, liquidity events, and business transitions, creating meaningful and lasting impact on their financial legacy.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.  Our shared entrepreneurial spirit drives us to see and do things differently.  Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

Note: Candidates residing within 45 minute commuting distance of a BPM office will be expected to follow a hybrid work schedule.

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)
- 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, 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

Requirements:

- 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.

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.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

***************

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.

## About BPM LLP

## Company Overview
- **One-liner**: BPM LLP is a top-40 public accounting and advisory firm that delivers tax, audit, and consulting services with a people-first approach.
- **Entity Type**: Private (LLP)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 1986
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Public Accounting, Tax, Audit, Advisory, Business Consulting
- **Target customers**: B2B — mid-market to large enterprises, high-net-worth individuals, and private equity firms across a wide range of industries (technology, life sciences, financial services, real estate, non-profit, etc.)
- **Mission or purpose statement**: “To help people be successful in work and life by fostering an inclusive and empowering environment — one where diverse perspectives, expansive expertise and progressive solutions come together to create exceptional experiences for our clients.” [bpm.com](https://www.bpm.com/who-we-are/)

## Products & Services
- **Tax Services**: Compliance, planning, international tax, state and local tax, and private client services for individuals and businesses.
- **Assurance Services**: Financial statement audits, reviews, compilations, and SOC reporting.
- **Advisory Services**: Accounting advisory (CAAS), IT risk advisory, forensic and restructuring, business valuation, and transaction advisory.
- **BPM1™ Service Model**: A proprietary model that provides clients with direct access to the firm’s brightest minds and world-class solutions, emphasizing a people-first approach. [bpm.com](https://www.bpm.com/who-we-are/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed (Private firm)
- **Key Metric**: Annual Revenue of **$170M** [linkedin.com](https://linkedin.com/company/bpmllp)
- **Notable Investors/Partners**: Not applicable (private, partner-owned firm). Parent company is Elliott CPA Group Inc. [linkedin.com](https://linkedin.com/company/bpmllp)
- **Growth Signals**:
    - Headcount of ~928 employees (+6.1% YoY, +107 people) [linkedin.com](https://linkedin.com/company/bpmllp)
    - Recognized as one of IPA’s 100 Fastest-Growing Firms [linkedin.com](https://linkedin.com/company/bpmllp)
    - Acquired Elliott CPA Group (2022), Gumbiner Savett (2021), and Infinitech (2019) [linkedin.com](https://linkedin.com/company/bpmllp)
    - Active job postings up +61.8% year-over-year [linkedin.com](https://linkedin.com/company/bpmllp)
    - Certified B Corporation, reflecting a commitment to social and environmental performance [bpm.com](https://www.bpm.com/who-we-are/)

## Competitive Advantages
- **Certified B Corporation**: Differentiates them as a purpose-driven firm using business as a force for good, appealing to values-driven talent and clients. [bpm.com](https://www.bpm.com/who-we-are/)
- **BPM1™ Service Model**: A unique, client-centric model that prioritizes direct access to senior talent, setting them apart from larger, more bureaucratic firms. [bpm.com](https://www.bpm.com/who-we-are/)
- **Strong Culture & People Focus**: Consistently recognized as a top firm for supporting women professionals and for its inclusive, empowering environment. [linkedin.com](https://linkedin.com/company/bpmllp)
- **Global Reach with Local Touch**: Offices across the U.S. and internationally, plus a Virtual Region, providing flexibility and local support. [bpm.com](https://www.bpm.com/who-we-are/)

## Strategic Focus
- **Current priorities and direction for growth**: Continued organic and acquisition-based growth (as seen with recent acquisitions), expanding advisory services, and deepening its commitment to being a Certified B Corporation. The firm is investing in technology and talent to support its BPM1 service model and enhance client experiences.

## Why Work Here
- **Culture highlights**: “Because People Matter” is a core motto. The firm emphasizes an inclusive, empowering environment where diverse perspectives are valued. Employees are described as hockey-playing accountants, avid gardeners, and global explorers who bring their authentic selves to work. [bpm.com](https://www.bpm.com/careers/)
- **Remote/hybrid/office policy**: **Hybrid and remote options available.** The firm offers flexible work arrangements (“Work Your Way”) and has a Virtual Region for fully remote roles. Many roles are hybrid, with offices in San Francisco, Long Beach, San Jose, Santa Rosa, Irvine, Sacramento (CA), Las Vegas (NV), and Sioux Falls (SD). [bpm.com](https://www.bpm.com/careers/benefits/) [jobs.lever.co](https://jobs.lever.co/bpmcpa/)
- **Notable perks**:
    - **Compensation**: Competitive base salary, 401K employer match, employee/client referral bonuses.
    - **Health**: Up to 90% employer-paid premiums for medical, dental, and vision; HSA contributions; FSA options.
    - **Time Off**: 14 firm holidays (including 2 floating days), generous PTO (unlimited for eligible colleagues), paid family leave, winter break, summer hours.
    - **Development**: Coaching program, BPM University, defined career paths, CPA exam resources, tuition reimbursement.
    - **Wellness**: Interactive wellness platform, Employee Assistance Program (EAP), mental health resources.
    - **Extra**: Pet insurance, student loan consolidation, travel assistance, colleague discount program, and a travel platform with company contributions. [bpm.com](https://www.bpm.com/careers/benefits/)
- **Engineering/technical culture**: The firm has a dedicated IT, Security, and Administrative team. They are hiring for roles like Senior Information Security Administrator, indicating a growing investment in technology and security infrastructure. [linkedin.com](https://linkedin.com/company/bpmllp)

## Sources
1. [bpm.com - About BPM](https://www.bpm.com/who-we-are/)
2. [bpm.com - Careers](https://www.bpm.com/careers/)
3. [bpm.com - Benefits](https://www.bpm.com/careers/benefits/)
4. [linkedin.com - BPM LLP Company Page](https://linkedin.com/company/bpmllp)
5. [jobs.lever.co - BPM Careers](https://jobs.lever.co/bpmcpa/)

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