Tax Manager - PCS
Santa Rosaonsitemanager
Posted 1mo ago · via Lever
About this role
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Tax Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the tax process.
BPM is seeking an experienced and client-focused Tax Manager to join our Private Client Services (PCS) team, working exclusively with Ultra High Net Worth (UHNW) individuals and families. This role involves managing complex tax planning and compliance for trusts, estates, partnerships, and closely held businesses, while delivering personalized service and strategic guidance.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Santa Rosa. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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