BPM LLPVerified Source

Tax Director, PCS Private Client Services

180K–220K
Partially · San Francisco, California
Posted August 14, 2026
full-time

Overview

Tax leadership role guiding planning and compliance for high-net-worth individuals and closely held businesses. Own client relationships, strategic tax guidance, and team mentorship within a collaborative PCS group. Hybrid work option for near-office candidates with 2–3 days in the office. Join a people-centered culture that blends Big Four resources with local responsiveness and a focus on development and inclusion.

What You'll Do10

  • 1Build and supervise tax planning and compliance for high-net-worth clients across entities
  • 2Oversee complex tax research projects and deliver actionable guidance
  • 3Drive client strategies to minimize federal, state, and local tax liabilities
  • 4Lead and develop tax seniors and associates, providing coaching and performance feedback
  • 5Manage multiple engagements with high-quality, timely delivery
  • 6Mentor staff on technical and client service skills to grow the team
  • 7Collaborate with cross-functional teams to create tailored solutions
  • 8Support business development initiatives and client relationship growth
  • 9Promote sustainable, remote-first workflows and digital collaboration practices
  • 10Ensure adherence to BPM values and high ethical standards

Requirements7

  • 17+ years in public accounting with tax emphasis
  • 2BS/BA in Accounting or related field; Masters a plus
  • 3Licensed CPA or EA designation
  • 4Ability to research and oversee complex tax issues across varied entities
  • 5Experience managing multiple complex projects and teams
  • 6Strong analytical, problem-solving, and communication skills
  • 7Demonstrated ability to build business, delegate work, and lead staff

Salary Insight

$180 - $220k per year

Location

Typepartially
LocationSan Francisco, California

Required Skills

Tax complianceTax planningEstate taxGift taxTrust taxationCPAEAPublic accountingProject managementClient relationship managementLeadershipMentoringBusiness development
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