Senior - PCS/Flowthrough - Remote

About the role

In this role, you will prepare and review tax returns for individuals and various business structures, addressing complex tax issues and providing strategic planning. Collaboration with managers and directors is essential to ensure effective client deliverables and tax strategies.

Bpmcpa emphasizes innovation and community, offering a flexible work environment where professionals are encouraged to grow and make impactful contributions. Success in this position involves maintaining strong client relationships and staying updated on tax legislation.

The salary range for this position is between $75,000 and $125,000, reflecting the level of expertise required.

Skills that matter here

• Tax compliance: This role requires preparing and reviewing tax returns, ensuring compliance with relevant regulations.
• Tax consulting: You will assist clients with tax planning strategies and projections to optimize their outcomes.
• Partnership taxation: Strong technical knowledge in partnership taxation is necessary for handling specific client cases.
• Analytical skills: Analytical skills are crucial for identifying and resolving complex tax issues.
• Communication skills: Effective communication is needed to maintain client relationships and convey tax updates.

Who this role suits

• A candidate with a background in public accounting and at least two years of tax experience.
• Someone who thrives in a collaborative environment and values flexibility in work arrangements.
• An individual who is organized and possesses strong analytical abilities to tackle complex tax scenarios.
• A professional who is committed to ongoing learning and development in their field.

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.