BPM LLP

Tax Director - Private Client Service (PCS) - Industry: UHNW

Santa Rosa, CA Full-time Hybrid
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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 commuting distance of a BPM office will be expected to follow a hybrid work schedule.

Frequently Asked Questions

What does the Tax Director - Private Client Service (PCS) - Industry: UHNW role at BPM LLP involve?

The Tax Director - Private Client Service (PCS) - Industry: UHNW position at BPM LLP in Santa Rosa, CA is a full-time role. 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.

What skills are required for Tax Director - Private Client Service (PCS) - Industry: UHNW at BPM LLP?

Key skills for this role include: Rust.

What is the salary for Tax Director - Private Client Service (PCS) - Industry: UHNW at BPM LLP?

The salary for this position is not publicly listed. You can negotiate during the interview process. Check Glassdoor or Levels.fyi for estimates.

Is the Tax Director - Private Client Service (PCS) - Industry: UHNW position at BPM LLP remote or on-site?

This position is Hybrid. Expect a combination of office and remote work, typically based in Santa Rosa, CA.

How do I apply for Tax Director - Private Client Service (PCS) - Industry: UHNW at BPM LLP?

You can apply for this position directly through the employer's careers page. Click the 'Apply Now' button on this page to be redirected to the original listing. Make sure your resume is ATS-optimized. Use SpotChange's free ATS test to check.

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About This Role

Tax Director - Private Client Service (PCS) - Industry: UHNW at BPM LLP is a full-time management position in Santa Rosa, CA. Key skills include Rust. Education: Bachelor's Degree preferred. Experience: 14+ years.

This role is classified as hybrid and is suitable for executive-level professionals. Ghost Score 20/100 (Probably Active) indicates this listing is probably active with recent employer engagement.

To apply, visit the official application page through the Apply Now button above. SpotChange Jobs provides AI-powered career tools including resume optimization, ATS testing, interview preparation, and salary negotiation assistance.