Tax Senior Pcs- Individual, Trust & Entity

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.

Role Overview

As a Tax Senior within BPM’s Private Client Services (PCS) practice, you’ll play an important role in delivering high-quality tax compliance and advisory services to high-net-worth individuals, families, business owners, and their related entities.

Responsibilities

• Work across individual, trust, and entity taxation, gaining exposure to the interconnected tax considerations of individuals, fiduciary structures, partnerships, LLCs, S corporations, and closely held businesses.
• Prepare and review complex tax returns.
• Research tax issues.
• Communicate with clients.
• Work alongside Managers, Directors, and Partners to identify planning opportunities and deliver thoughtful solutions.

Professional Development

This is an opportunity to deepen your technical expertise while gaining broader exposure to complex private client relationships and continuing to develop your skills as a trusted tax professional.

Our Culture

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 commuting distance of BPM’s Santa Rosa or Sacramento office will be expected to follow a hybrid work schedule.