Tax Manager or Director - Flowthrough

About The 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. The Tax Manager/Director in our Flow-Through practice plays a key leadership role in delivering tax compliance and planning services for partnerships, LLCs, and S corporations. This individual manages and executes complex client engagements, providing strategic guidance that supports both tax efficiency and overall business objectives.

Responsibilities

• Maintain and develop client relationships as primary client contact on all tax compliance and consulting matters.
• Provide tax compliance and consulting to a diverse base of flow-through clients in the Real-Estate, Crypto Currency, Venture Capital, Private Equity and/or Wine Industry.
• Work with clients to minimize their federal, state, and local tax liability.
• Deliver and Develop innovative financial planning ideas that meet or exceed client expectations.
• Oversee complex tax research projects for a variety of clients and diverse industries.
• Develop recommendations and implementation plans for clients and team members.
• Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance.

Requirements

• Bachelor’s degree in accounting, finance, engineering, technology, or related field.
• Licensed CPA OR EA certified.
• Working knowledge of tax compliance and consulting with a variety of clients in varying industries.
• Minimum of 4 years of experience working in a professional services organization with a taxation focus.
• Prioritize experience from Big 4 or other large international accounting or consulting firm.
• The ability to oversee complex tax research projects for a variety of clients and diverse industries.
• Able to manage multiple complex projects and deliver in a timely manner.
• Able to generate and build business, able to delegate work and manage staff.
• Strong analytical ability and problem-solving skills.
• Excellent communication and presentation skills.
• Experience mentoring and training more junior level team members.