Tax Director - Private Client Service (PCS) UHNW
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
We need to parse the posting.
Key content:
- Intro paragraph: "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 Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future generations. In this role, you will lead sophisticated tax planning, consulting, and compliance engagements across individual, trust, estate, gift, and closely held business taxation. Your expertise will help clients make informed decisions around wealth preservation, succession planning, liquidity events, and business transitions, creating meaningful and lasting impact on their financial legacy. 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 commuting distance of a BPM office will be expected to follow a hybrid work schedule."
- Then "What you get:" with bullet points: 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.
- Then "Who is successful at BPM:" list: 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.
- Then "Requirements:" list: 7 or more years’ experience in public accounting with an emphasis on Tax. BS/BA degree in Accounting or related field (Masters degree a plus) Licensed CPA or EA certified Capability to research and oversee complex tax issues and projects with an exposure to a variety of entities and industries. Able to manage multiple complex projects and deliver in a timely manner. Ability and/or interest in generating and building business, delegating work and manage staff. Strong analytical and problem-solving skills. Excellent communication and presentation skills.
- Then "Responsibilities:" list: Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations. Oversee complex tax research projects for a variety of clients and diverse industries. Work with clients to minimize their federal, state, and local tax liability. Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client. Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance. Manage multiple engagements and deliver high-quality products timely and efficiently.
- Then "Wondering if you should apply?" paragraph: 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.
- Then boilerplate about EEO, etc. Remove.
We need to decide sections: About the role (intro), Responsibilities, Requirements, Qualifications? The posting includes "Requirements" and also "Who is successful at BPM" which could be considered Qualifications or Skills? Might be "Qualifications" or "Skills". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content.
We have content for About the role (intro). Responsibilities (list). Requirements (list). Qualifications? Could treat "Who is successful at BPM" as Qualifications or maybe Skills. It's more about personal attributes; could be "Qualifications". Or we could treat as "Skills". The posting also includes "What you get:" which is Benefits. So we need Benefits section.
Pay: Not mentioned specifically. No salary or compensation numbers. So we should NOT create Pay section.
Schedule: The note about hybrid work schedule for candidates residing within commuting distance. That's schedule info. So we can include Schedule section with that note.
Thus sections: About the role, Responsibilities, Requirements, Qualifications (or Skills), Benefits, Schedule.
We need to decide which heading for personal attributes: "Qualifications" seems appropriate (they are qualifications for success). Could also be "Skills". But we have both Requirements (experience/education) and Qualifications (personal traits). Let's use "Qualifications" for the "Who is successful at BPM" list.
Benefits: from "What you get:" bullet points.
Schedule: hybrid work schedule note.
Now we need to format: Use
for each section heading. Under each heading, we need to put content: either
for prose, or
- for lists.
We must not repeat the job title as heading. The job title is "Tax Director". Not used.
We must not include Job ID etc.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from each section.
Let's extract each section's content precisely.
About the role: The intro paragraph(s) before "What you get:" includes multiple sentences. Let's capture that as a single
(or could split but keep as one). It includes the note about hybrid work schedule? Actually note about hybrid work schedule appears after "Because People Matter." and before "What you get:"? Let's see: The text: "... Because People Matter. Note: Candidates residing within commuting distance of a BPM office will be expected to follow a hybrid work schedule. What you get:" So the note about hybrid schedule is part of the intro before "What you get:". But we plan to put schedule in its own section. Should we remove that sentence from About the role and put it in Schedule? The instruction: preserve ALL substantive information; do not invent or summarize away detail. We can move it to Schedule section, but we must not lose it. It's okay to relocate as long as we keep the content. However, we must not duplicate. So we can exclude that sentence from About the role and place it under Schedule. That's fine.
Thus About the role paragraph: everything up to "Because People Matter." (excluding the note). Let's capture:
"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 Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future generations. In this role, you will lead sophisticated tax planning, consulting, and compliance engagements across individual, trust, estate, gift, and closely held business taxation. Your expertise will help clients make informed decisions around wealth preservation, succession planning, liquidity events, and business transitions, creating meaningful and lasting impact on their financial legacy. 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."
Now Responsibilities: list items as given.
Responsibilities list:
- Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
- Oversee complex tax research projects for a variety of clients and diverse industries.
- Work with clients to minimize their federal, state, and local tax liability.
- Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client.
- Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance.
- Manage multiple engagements and deliver high-quality products timely and efficiently.
Now Requirements: list items.
Requirements list:
- 7 or more years’ experience in public accounting with an emphasis on Tax.
- BS/BA degree in Accounting or related field (Masters degree a plus)
- Licensed CPA or EA certified
- Capability to research and oversee complex tax issues and projects with an exposure to a variety of entities and industries.
- Able to manage multiple complex projects and deliver in a timely manner.
- Ability and/or interest in generating and building business, delegating work and manage staff.
- Strong analytical and problem-solving skills.
- Excellent communication and presentation skills.
Now Qualifications (Who is successful at BPM): list:
- 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
Now Benefits (What you get): list items:
- 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
Now Schedule: note about hybrid work schedule.
Schedule content: "Candidates residing within commuting distance of a BPM office will be expected to follow a hybrid work schedule."
We could also mention that it's a note. Keep as is.
Now we need to output HTML fragment only, no /, no markdown.
We'll produce something like:
About the role
...
Responsibilities
- ...
...
Similarly for Requirements, Qualifications, Benefits, Schedule.
Check that we don't include any empty sections.
Make sure to preserve all details exactly as in posting, including punctuation.
Let's craft each and
- text.
About the role paragraph: Ensure we keep the exact wording.
Original: "BPM – where caring and community is in our company DNA; we are
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We need to parse the posting. Key content: - Intro paragraph: "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 Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future generations. In this role, you will lead sophisticated tax planning, consulting, and compliance engagements across individual, trust, estate, gift, and closely held business taxation. Your expertise will help clients make informed decisions around wealth preservation, succession planning, liquidity events, and business transitions, creating meaningful and lasting impact on their financial legacy. 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 commuting distance of a BPM office will be expected to follow a hybrid work schedule." - Then "What you get:" with bullet points: 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. - Then "Who is successful at BPM:" list: 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. - Then "Requirements:" list: 7 or more years’ experience in public accounting with an emphasis on Tax. BS/BA degree in Accounting or related field (Masters degree a plus) Licensed CPA or EA certified Capability to research and oversee complex tax issues and projects with an exposure to a variety of entities and industries. Able to manage multiple complex projects and deliver in a timely manner. Ability and/or interest in generating and building business, delegating work and manage staff. Strong analytical and problem-solving skills. Excellent communication and presentation skills. - Then "Responsibilities:" list: Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations. Oversee complex tax research projects for a variety of clients and diverse industries. Work with clients to minimize their federal, state, and local tax liability. Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client. Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance. Manage multiple engagements and deliver high-quality products timely and efficiently. - Then "Wondering if you should apply?" paragraph: 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. - Then boilerplate about EEO, etc. Remove. We need to decide sections: About the role (intro), Responsibilities, Requirements, Qualifications? The posting includes "Requirements" and also "Who is successful at BPM" which could be considered Qualifications or Skills? Might be "Qualifications" or "Skills". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have content for About the role (intro). Responsibilities (list). Requirements (list). Qualifications? Could treat "Who is successful at BPM" as Qualifications or maybe Skills. It's more about personal attributes; could be "Qualifications". Or we could treat as "Skills". The posting also includes "What you get:" which is Benefits. So we need Benefits section. Pay: Not mentioned specifically. No salary or compensation numbers. So we should NOT create Pay section. Schedule: The note about hybrid work schedule for candidates residing within commuting distance. That's schedule info. So we can include Schedule section with that note. Thus sections: About the role, Responsibilities, Requirements, Qualifications (or Skills), Benefits, Schedule. We need to decide which heading for personal attributes: "Qualifications" seems appropriate (they are qualifications for success). Could also be "Skills". But we have both Requirements (experience/education) and Qualifications (personal traits). Let's use "Qualifications" for the "Who is successful at BPM" list. Benefits: from "What you get:" bullet points. Schedule: hybrid work schedule note. Now we need to format: Use
for each section heading. Under each heading, we need to put content: either
for prose, or
- for lists.
We must not repeat the job title as heading. The job title is "Tax Director". Not used.
We must not include Job ID etc.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from each section.
Let's extract each section's content precisely.
About the role: The intro paragraph(s) before "What you get:" includes multiple sentences. Let's capture that as a single
(or could split but keep as one). It includes the note about hybrid work schedule? Actually note about hybrid work schedule appears after "Because People Matter." and before "What you get:"? Let's see: The text: "... Because People Matter. Note: Candidates residing within commuting distance of a BPM office will be expected to follow a hybrid work schedule. What you get:" So the note about hybrid schedule is part of the intro before "What you get:". But we plan to put schedule in its own section. Should we remove that sentence from About the role and put it in Schedule? The instruction: preserve ALL substantive information; do not invent or summarize away detail. We can move it to Schedule section, but we must not lose it. It's okay to relocate as long as we keep the content. However, we must not duplicate. So we can exclude that sentence from About the role and place it under Schedule. That's fine. Thus About the role paragraph: everything up to "Because People Matter." (excluding the note). Let's capture: "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 Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future generations. In this role, you will lead sophisticated tax planning, consulting, and compliance engagements across individual, trust, estate, gift, and closely held business taxation. Your expertise will help clients make informed decisions around wealth preservation, succession planning, liquidity events, and business transitions, creating meaningful and lasting impact on their financial legacy. 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." Now Responsibilities: list items as given. Responsibilities list: - Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations. - Oversee complex tax research projects for a variety of clients and diverse industries. - Work with clients to minimize their federal, state, and local tax liability. - Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client. - Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance. - Manage multiple engagements and deliver high-quality products timely and efficiently. Now Requirements: list items. Requirements list: - 7 or more years’ experience in public accounting with an emphasis on Tax. - BS/BA degree in Accounting or related field (Masters degree a plus) - Licensed CPA or EA certified - Capability to research and oversee complex tax issues and projects with an exposure to a variety of entities and industries. - Able to manage multiple complex projects and deliver in a timely manner. - Ability and/or interest in generating and building business, delegating work and manage staff. - Strong analytical and problem-solving skills. - Excellent communication and presentation skills. Now Qualifications (Who is successful at BPM): list: - 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 Now Benefits (What you get): list items: - 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 Now Schedule: note about hybrid work schedule. Schedule content: "Candidates residing within commuting distance of a BPM office will be expected to follow a hybrid work schedule." We could also mention that it's a note. Keep as is. Now we need to output HTML fragment only, no /, no markdown. We'll produce something like:
About the role
...
Responsibilities
- ... ...
and
- text. About the role paragraph: Ensure we keep the exact wording. Original: "BPM – where caring and community is in our company DNA; we are