Role in brief
BPM seeks a Senior Tax professional for its Private Client Services or Flowthrough practice. This remote role focuses on tax compliance and consulting for high-net-worth individuals and businesses. The ideal candidate has at least two years of public accounting tax experience and strong technical knowledge in partnership, individual, and flowthrough taxation.
About the role
This role involves preparing and reviewing complex federal, state, and local tax returns for various entities, including individuals, partnerships, S-corporations, trusts, and estates. The work will focus on either Private Client Services, dealing with high-net-worth individuals and families, or Flowthrough engagements, which include real estate and closely held businesses. A key part of the job is identifying and resolving tax technical issues, applying findings to client situations, and assisting with tax planning strategies to optimize client outcomes.
The Senior Tax professional will collaborate with Managers and Directors on client deliverables and the execution of tax strategies. This includes reviewing work prepared by Associates and providing coaching to support their development. Maintaining strong client relationships and delivering exceptional service is a core responsibility, serving as a primary point of contact for clients.
Success in this position means staying current on federal, state, and local tax legislation and communicating relevant updates to the team. It also involves contributing to process improvements and team efficiencies, while navigating a flexible work environment that emphasizes innovation and collaboration. The firm values a culture where professionals are empowered to grow and make a meaningful impact.
The salary for this role ranges from $75,000 to $125,000 annually.
Skills that matter here
- Tax compliance: This role requires preparing and reviewing federal, state, and local tax returns for various client types.
- Tax consulting: The position involves identifying and resolving tax technical issues and applying findings to client situations.
- Tax planning: This professional will assist with developing tax planning strategies, projections, and entity structuring to benefit clients.
- Partnership taxation: A strong understanding of partnership tax rules is essential for preparing and reviewing returns and advising on complex engagements.
- Individual taxation: Expertise in individual tax is necessary for handling high-net-worth clients and their specific tax situations.
- Client relationships: This role serves as a primary point of contact for clients, requiring strong relationship management and service delivery.
Who this role suits
- A person who thrives on deep technical work in tax law and its application to diverse client situations.
- Someone who enjoys mentoring junior colleagues and contributing to their professional growth.
- An individual who excels at managing client expectations and building long-term relationships.
- A professional committed to continuous learning in tax legislation and process improvement.
From the employer
Key Responsibilities:
- Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates
- Work on complex Flowthrough and/or PCS engagements, including real estate, family offices, and closely held business structures
- Identify, research, and resolve tax technical issues and apply findings to client situations
- Assist with tax planning strategies, projections, and entity structuring to optimize client outcomes
- Collaborate with Managers and Directors on client deliverables and tax strategy execution
- Review work prepared by Associates and provide coaching and feedback to support development
- Serve as a primary point of contact for clients, maintaining strong relationships and delivering exceptional service
- Stay current on federal, state, and local tax legislation and communicate relevant updates to the team
- Contribute to process improvements and team efficiencies
Qualifications:
- Bachelor’s degree in Accounting or related field required
- 2+ years of public accounting tax experience
- CPA or EA in progress preferred
- Strong technical knowledge of partnership, individual, and flowthrough taxation
- Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients (real estate, professional services, manufacturing, etc.)
- Proficiency with tax research tools and software
- Strong analytical, organizational, and communication skills
What you get:
- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Questions about this role
What is the remote work policy for this role?
This is a fully remote position, offering flexibility and work-life balance.
What level of experience is required for this role?
This is a senior-level position requiring at least two years of public accounting tax experience. A Bachelor's degree in Accounting is also required, and a CPA or EA in progress is preferred.
What are the core skills needed for this position?
Key skills include strong technical knowledge of partnership, individual, and flowthrough taxation, experience with Private Client Services or Flowthrough clients, proficiency with tax research tools, and strong analytical, organizational, and communication skills.