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Tax Director – (PCS) Private Client Services

  • Company: Bpmcpa
  • Location: Santa Rosa, California
  • Salary: Pay not listed
  • Full Time
  • Company site
  • Pay not listed

Bpmcpa at a glance

Tax Director - (PCS) Private Client Services
BPM
Santa Rosa, California

About the Role

The Tax Director role within PCS at BPM is pivotal in driving tax planning and compliance services for high-net-worth individuals, families, and closely held businesses. This position involves strategic guidance on complex tax issues such as estate, gift, and trust taxation, while also managing client relationships to ensure exceptional service. The director will lead a team of professionals, collaborate with internal teams, and drive business development initiatives.

Key Responsibilities

  • Review, analyze, and build strategies for tax planning and compliance services
  • Provide strategic guidance on complex tax issues to clients
  • Manage client relationships, ensuring exceptional service
  • Oversee and mentor team members
  • Collaborate with internal teams to deliver tailored solutions
  • Drive business development initiatives

What You Bring

  • Experience in tax planning and compliance services for high-net-worth individuals, families, and closely held businesses
  • A strong background in estate, gift, and trust taxation
  • Strategic leadership skills to manage client relationships and team members
  • Excellent communication and collaboration abilities
  • A commitment to innovation and continuous improvement

Working at Bpmcpa

BPM – where caring and community are in our company DNA. We strive to be our best selves, always asking questions that lead to innovation. As a Tax Director within PCS, you will enjoy a total rewards package that includes flexible work arrangements, personalized benefit structures, financial compensation options, wellness resources, and balance & flexibility features such as 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options.

Applying for This Role

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Terms used in this posting

PTO
Paid Time Off — vacation, personal, or sick days you can take while still being paid.

What people say about Bpmcpa

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Working in Santa Rosa, California

Weather right now in Santa Rosa, Sonoma County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind: · Pollen:

California is a U.S. state in the Western United States that lies on the Pacific Coast. It borders Oregon to the north, and Nevada and Arizona to the east; it also shares an international border with the Mexican state of Baja California to the south. With over 39 million residents across an area of 163,696 square miles (423,970 km2), it is the largest U.S. state by population and third-largest by

Cost of living in California: 10.7% above the national averagevia BEA

Minimum wage in California: $16.90/hrvia FRED

Real GDP per capita in California: $86,110via FRED

Home prices in California (year over year): +1.8%via FRED

Median household income in Sonoma County: $102,840via US Census ACS / Data USA

Average commute time in Sonoma County: 25 minvia US Census ACS / Data USA

Most common commute in Sonoma County: Drove Alone (69%) — via US Census ACS / Data USA

Households with home internet in Sonoma County: 95%via US Census ACS / Data USA

Recent seismic activity: 2 earthquakes (M4.5+) within 200km in the last 6 months — largest M5.6 near 11 km N of Redwood Valley, CA. via USGS

Nearby history: Rosenburg's Department Store, listed 1994 (186m away) — via National Register of Historic Places

Typical climate: average high 72°F / low 43°F year-round (summers around 83°F, winters around 37°F) — via NOAA 1991-2020 Normals

  • Elevation 54m (177 ft)

Source: Wikipedia (state)

Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

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Listing facts

  • Role Tax Director – (PCS) Private Client Services
  • Employer Bpmcpa
  • Location Santa Rosa, California
  • Type Full Time
  • Pay (from listing) Pay not listed
  • Posted August 11, 2026
  • Apply by September 11, 2026
  • Overview Full job description on this page (310 words)

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Tax Director – (PCS) Private Client Services Bpmcpa · Santa Rosa, California