Bpmcpa
Tax Director - Private Client Services
Santa Rosa, CA
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hirly's read of this role
- Seniority
- Director
- Country
- US
- Work mode
- Remote-friendly
- First seen by hirly
- 2 Sept 2026
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the posting
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 PCS, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the tax process.
Position Overview:
We are seeking an experienced PCS Tax Director to join our growing team. The PCS Tax Director leads tax planning and compliance services for high-net-worth individuals, families, and closely held businesses. This role provides strategic guidance on complex tax issues, including estate, gift, and trust taxation. The director manages client relationships, ensuring exceptional service while overseeing and mentoring team members. Additionally, they collaborate with internal teams and clients to deliver tailored solutions and drive business development initiatives.
Note: Candidates located near a BPM office will follow a hybrid work model, with 2–3 days per week in the office.
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) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
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
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