Tax Manager - Private Client Services (PCS- HNW) Relocation Assistance Available
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 a Tax Manager within BPM's Private Client Services (PCS) practice, you will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices, helping them navigate complex tax matters and preserve wealth across generations.
In this role, you will lead sophisticated tax compliance and consulting engagements, identify proactive planning opportunities, and help clients make informed decisions that optimize tax efficiency and support long-term wealth preservation.…
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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