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Expect scenarios on private-client tax planning, risk judgment, review quality, staffing, and how you partner with clients and firm leadership. Prepare concise examples of complex returns you directed and how you developed junior tax staff.
Strong fit if you already lead private-client tax work, want on-site leadership in Santa Rosa, and can balance technical depth with client service and team oversight at a CPA practice.
As Tax Director – Private Client Services at Bpmcpa in Santa Rosa, you would lead high-net-worth and family tax strategy: planning, complex returns, multi-entity structures, and reviews. Days typically mix client meetings, technical research, staff coaching, quality control, and coordination with partners on engagements and deadlines.
Prioritize advanced individual and trust tax, estate and gift planning fluency, multi-state issues, review standards, and client advisory skills. No certification cost data is available in the provided sources.
No. The listing is for Santa Rosa, CA with remote set to off, so plan on local, on-site work.
Private Client Services—tax and advisory work for individuals, families, and related entities rather than large corporate tax only.
Director-level tax judgment, private-client portfolio ownership, review authority, and proven coaching of tax seniors and managers.
Tax Director - (PCS) Private Client ServicesBPMSanta Rosa, CA 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 To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Please ensure all required information is provided to proceed with your application. To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
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