Tax Director - Private Client Services (PCS)
BPM LLP(29 days ago)
About this role
The PCS Tax Director leads tax planning and compliance services for high-net-worth individuals, families, and closely held businesses. The role focuses on providing strategic guidance on complex tax matters, including estate, gift, and trust taxation, while managing and nurturing client relationships. The director is responsible for overseeing teams, mentoring staff, and collaborating with internal groups to deliver tailored solutions. This position also contributes to business development and supports the firm’s people-centered, flexible culture.
Required Skills
- Tax Compliance
- Tax Consulting
- Tax Research
- Tax Planning
- Estate Taxation
- Gift Taxation
- Trust Taxation
- Client Relationship Management
- Business Development
- Project Management
+10 more
Qualifications
- 7+ Years Public Accounting Experience
- BS in Accounting
- BA in Accounting
- Masters in Accounting
- CPA
- Enrolled Agent
About BPM LLP
bpm.comBPM is a tax, advisory, and accounting firm that delivers tailored tax, advisory, and accounting services to help clients achieve their unique vision of success. The firm serves businesses and organizations across industries, offering customized solutions for tax planning and compliance, financial reporting, and strategic advisory. BPM emphasizes trusted client relationships and practical, industry-informed guidance to manage risk, optimize tax outcomes, and support growth.
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