Tax Manager - Private Client Services / Relocation Assistance Available
Sacramento, CAAll locationsSacramento, CASanta Rosa, CASan Francisco Bay Area Hybrid
$125,000–$175,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
As an Tax Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the tax process. BPM is seeking an experienced and client-focused Tax Manager to join our Private Client Services (PCS) team, working exclusively with Ultra High Net Worth (UHNW) individuals and families. This role involves managing complex tax planning and compliance for trusts, estates, partnerships, and closely held businesses, while delivering personalized service and strategic guidance. The ideal candidate will have deep technical expertise, strong interpersonal skills, and a proactive approach to client relationships. This position is not eligible for third-party or agency submissions. We will not accept unsolicited resumes from search firms or staffing agencies.
What you'll bring
- 4 or more years’ experience in public accounting with an emphasis on Tax.
- BS/BA degree in Accounting or related field
- Licensed CPA OR EA certified
- Capability to research complex tax issues and exposure to a variety of entities and industries.
- Extensive experience in researching tax issues and exposure to a variety of entities and individual tax issues.
- Strong analytical ability and problem-solving skills.
- Excellent communication and presentation skills.
- Demonstrates proactive thinking.
- Experience developing and training associate level professionals.
- 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.
- Masters degree a plus