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Bpmcpa

Tax Manager - Private Client Services (PCS) Industry: UHNW - Relocation Assistance Available

Santa Rosa, CA · San Francisco Bay Area · Sacramento, CA · Oakland, CA · Walnut Creek, CA · Berkeley, CA · San Jose, CA

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hirly's read of this role

Role family
Finance
Seniority
Lead / management
Stated salary
$128,000 – $168,000 per year
Country
US
Work mode
On-site / unstated
First seen by hirly
10 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

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 Manager within BPM's Private Client Services (PCS) practice , you will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices, helping them navigate complex tax matters and preserve wealth across generations.

In this role, you will lead sophisticated tax compliance and consulting engagements, identify proactive planning opportunities, and help clients make informed decisions that optimize tax efficiency and support long-term wealth preservation. You'll build meaningful relationships with clients and their advisors while collaborating with Partners and firm leadership to deliver exceptional service and customized solutions.

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.

Original posting on Bpmcpa's site ↗

Listed on hirly, a job board. hirly is not the employer: Bpmcpa is hiring for this role.

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