Tax Director, Private Client Services (PCS), Ultra-High-Net-Worth

Job overview

The Tax Director, Private Client Services (PCS), Ultra-High-Net-Worth role follows a hybrid schedule for candidates within commuting distance of a BPM office; the listing identifies Santa Monica, CA. The stated annual salary range is $172,000–$227,000 for candidates in the San Francisco Bay Area who meet the minimum requirements; other candidates may receive a location- and qualification-specific range. BPM’s Private Client Services practice advises high-net-worth individuals, families, executives, entrepreneurs, and family offices. The director leads tax planning, consulting, compliance, and research engagements to help clients address wealth preservation, succession planning, liquidity events, and business transitions. The role also manages client engagements and develops tax staff through supervision, feedback, and career guidance.

What you'll do

• Provide tax compliance and consulting for high-net-worth individuals, partnerships, and corporations
• oversee complex tax research
• help clients minimize federal, state, and local tax liability
• supervise tax associates and manage client service delivery
• review work and coach staff
• manage multiple engagements and deliver work on time.

What we're looking for

Skills & competencies

tax director

private client services

ultra-high-net-worth

tax planning

tax compliance

wealth preservation

estate and gift tax

client advisory

staff leadership

santa monica ca

bpm llp

hybrid

$172k–$227k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible work arrangements, personalized benefits, wellness resources, employee assistance and mental health resources, 14 firm holidays including two floating holidays, Flex PTO, paid family leave, winter break, summer hours, and professional development.

Why this role

Hybrid schedule for candidates within commuting distance of a BPM office; CPA or EA certification required. Benefits include flexible work arrangements, Flex PTO, paid family leave, winter break, summer hours, wellness resources, and professional development.

About the employer

BPM LLP is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.