Private Client Tax Director: Wealth Planning Lead Hybrid

Posted today

bpmSan Jose (CA)

Tax Preparers Tax Preparation Services

SENIORITY

Manager

Apply

About the role

BPM LLP's Private Client Services practice seeks a Tax Director to serve high-net-worth individuals, multi-generational families, executives, and family offices, guiding sophisticated tax planning, consulting, and compliance. You'll lead engagements across individual, trust, estate, gift, and closely held business taxation, helping clients preserve wealth through strategic decisions about liquidity events, succession planning, and transitions.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.