Tax Associate II – PCS-Individual, Trust, Entity

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 Associate II within BPM’s Private Client Services (PCS) practice, you’ll build your tax expertise while working across individual, trust, and entity taxation. You’ll support engagements for high-net-worth individuals, families, trusts, partnerships, LLCs, S corporations, and closely held businesses.

You’ll take on increasingly complex tax assignments, develop an understanding of how individual, trust, and entity tax matters connect, and work closely with experienced tax professionals who will help you grow your technical and client-service skills.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life - while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

Note: Candidates residing within commutable distance from BPM’s Santa Rosa or Sacramento office, will be expected to work a hybrid schedule.

What you get:

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• 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)
• 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, a coach program, and live classes, workshops, and seminars through BPM University
• Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another.

Who is successful at BPM:

• Caring people who put others first
• Self-starters who embody the BPM entrepreneurial spirit
• Authentic individuals with a diverse point of view
• Lifelong learners with a drive to excel
• Resilient people who rise to the occasion

Responsibilities:

• Prepare individual, trust, and entity tax returns, including Forms 1040, 1041, 1065, and 1120-S, with increasing independence.
• Support tax compliance engagements for high-net-worth individuals, families, trusts, and closely held businesses.
• Assist with tax projections, estimated tax payments, extensions, and other compliance calculations.
• Develop working knowledge of trust and fiduciary taxation and flow-through entities, including how entity activity affects individual taxpayers.
• Research federal and state tax matters, identify discrepancies, and escalate more complex issues to Seniors and Managers.
• Communicate with clients to gather tax information, resolve routine questions, and follow up on outstanding items.
• Manage multiple assignments and deadlines while delivering accurate, timely, and high-quality work as part of the PCS engagement team.

Requirements:

• 1–3 years of progressive tax experience, preferably within public accounting, Private Client Services, or a high-net-worth tax practice.
• Hands-on experience preparing individual, trust, and entity tax returns, with exposure to Forms 1040, 1041, 1065, and 1120-S.
• Working knowledge of individual, fiduciary/trust, partnership, and S corporation taxation, including basic flow-through concepts.
• Experience supporting tax projections, estimated payments, extensions, and federal and state tax compliance.
• Ability to research routine tax issues, identify discrepancies, and appropriately escalate more complex matters to senior team members.
• Strong analytical, organizational, and communication skills, with the ability to manage multiple assignments and meet deadlines in a client-service environment.
• Bachelor’s degree in Accounting, Taxation, Finance, or a related field, with CPA eligibility or progress toward CPA licensure preferred.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Recruitment Fraud Warning:

BPM LLP will never ask candidates to pay money, purchase equipment or gift cards, or provide financial information as part of the hiring process. All official communications regarding interviews and job offers will come exclusively from an email address ending in @bpmcpa.com or @bpm.com. If you receive a suspicious communication, please verify it through BPM’s official recruiting channels.

Please note: this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.