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Tax Manager - PCS Experience with Individual, Trust & Entity work required
Santa Rosa, CA · Hybrid · Full-time · PCS HNW
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About the 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 Manager in our Private Client Service (PCS) practice you will be joining a growing team.
You’ll play an integral role in helping high-net-worth individuals and families manage the complexities that come with personal wealth, trusts, and closely held businesses. Leading sophisticated individual, trust, and entity tax engagements, you’ll identify planning opportunities, provide strategic guidance, and collaborate with clients and their advisors to develop customized solutions that support both immediate tax objectives and long-term wealth preservation.
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 commutable distance from BPM’s Santa Rosa or Sacramento office, will be expected to work a hybrid schedule.