About BPM
BPM is where caring and community are central to everything we do. We are driven by innovation, collaboration, and a shared commitment to helping our clients and our people thrive. Our entrepreneurial culture and flexible work environment empower our professionals to grow, contribute, and make a meaningful impact.
About the Role
BPM is seeking a Tax Senior to join our growing Private Client Services (PCS) or Flowthrough practice. In this role, you will be responsible for delivering high-quality tax compliance and consulting services to a diverse client base, including high-net-worth individuals, partnerships, and closely held businesses.
You will take ownership of complex tax engagements, collaborate with leadership, and play a key role in mentoring junior team members while building strong client relationships.
Key Responsibilities:
- Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates
- Work on complex Flowthrough and/or PCS engagements, including real estate, family offices, and closely held business structures
- Identify, research, and resolve tax technical issues and apply findings to client situations
- Assist with tax planning strategies, projections, and entity structuring to optimize client outcomes
- Collaborate with Managers and Directors on client deliverables and tax strategy execution
- Review work prepared by Associates and provide coaching and feedback to support development
- Serve as a primary point of contact for clients, maintaining strong relationships and delivering exceptional service
- Stay current on federal, state, and local tax legislation and communicate relevant updates to the team
- Contribute to process improvements and team efficiencies
Qualifications:
- Bachelor’s degree in Accounting or related field required
- 2+ years of public accounting tax experience
- CPA or EA in progress preferred
- Strong technical knowledge of partnership, individual, and flowthrough taxation
- Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients (real estate, professional services, manufacturing, etc.)
- Proficiency with tax research tools and software
- Strong analytical, organizational, and communication skills
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, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
We have:
· A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
· The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
· A regional presence in the Bay Area, while still serving our clients nationally and internationally.
· Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work for” by “Accounting Today”.
Wondering if you should apply?
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
Skills Required
- Bachelor's degree in Accounting or related field
- 2+ years of public accounting tax experience
- CPA or EA in progress
- Strong technical knowledge of partnership, individual, and flowthrough taxation
- Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients (real estate, professional services, manufacturing, etc.)
- Proficiency with tax research tools and software
- Strong analytical, organizational, and communication skills
BPM LLP Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BPM LLP and has not been reviewed or approved by BPM LLP.
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Leave & Time Off Breadth — Policies include generous PTO, multiple firm holidays, and seasonal breaks, with unlimited PTO available for certain roles. Feedback suggests these options enhance overall value even in a demanding industry.
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Healthcare Strength — Multiple medical, dental, and vision plan choices are offered with a strong employer-paid share, alongside HSA options and mental-health resources. Feedback suggests the breadth and depth of coverage are a core strength of the package.
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Flexible Benefits — Flexible and remote/hybrid work options are emphasized, along with alternative schedules. Feedback suggests this flexibility is a meaningful component of total rewards.
BPM LLP Insights
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries. In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
