Tax Director- Private Client Services

BPM Overview:

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, you will be responsible for overseeing and managing the tax departments operations and providing strategic tax planning and compliance services to clients. Your role is crucial in ensuring the firm’s tax-related functions run smoothly and efficiently. The Tax Director requires a combination of technical tax expertise, leadership skills, client relationship management and the ability to adapt to a dynamic and ever-changing tax landscape.

Requirements

· Possess a bachelor’s degree and hold an active CPA license.

· 10 + years of extensive public accounting experience.

· Demonstrate up-to-date expertise in tax law and filing regulations.

· Proven track record of successfully managing, directing, reviewing, and monitoring multiple engagements.

· Experience in leadership and managing a team of staff members.

· Exhibit technical proficiency in industry-specific software packages.

Responsibilities

· Break down complex accounting, auditing & tax engagements for staff adherence.

· Present financial statements, management letters & tax returns at client meetings.

· Research intricate audit, accounting & tax issues using relevant authorities & guidance.

· Demonstrate business judgment, creativity & project management skills.

· Stay updated on new legislation, education, and professional organizations.

· Analyze client transactions, perform/review tax projections & identify tax impacts.

· Communicate potential risks and tax savings in client engagements.

Company Benefits -Our comprehensive benefits package includes:

· Total Rewards: Personalized benefits plan including 401k Employer Match, multiple medical, dental, and vision offerings, up to 90% employer paid premiums, and pet-insurance.

· Well-Being Perks: Access to BPM’s interactive wellness platform, progressive mental health resources, vacation travel benefits, and a variety of Colleague Resource Groups (CRGs) fostering diversity, inclusion, and community.

· Work-life Balance: Enjoy 14 firm holidays (including 2 floating holidays), unlimited “Flex PTO” program, paid family leave, generous Holiday Break, summer hours, and the option for remote work.

· Professional Development: Performance-based bonuses, tuition reimbursement, a dedicated coaching program, and a range of live classes, workshops, and seminars through BPM University.

BPM Summary:

· BPM LLP is one of the 40 largest public accounting and advisory firms in the United States with a global team of over 1,200 colleagues. A Certified B Corp, the Firm works with clients in the agribusiness, consumer business, financial and professional services, life science, nonprofit, wine and craft beverage, real estate and technology industries. BPM’s diverse perspectives, expansive expertise and progressive solutions come together to create exceptional experiences for individuals and businesses around the world. To learn more, visit our website.

· At BPM, we empower individuals to grow, excel, and make a positive impact in work, life, and communities. Our entrepreneurial spirit fuels innovation, while our inclusive culture fosters belonging and value for all.