Tax Senior -PCS/ Flowthrough - SoCal or Bay Area

About the role

BPM is where caring and community are central to everything we do. We are driven by innovation, collaboration, and a shared commitment to helping our clients and our people thrive. Our entrepreneurial culture and flexible work environment empower our professionals to grow, contribute, and make a meaningful impact.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates
• Work on complex Flowthrough and/or PCS engagements, including real estate, family offices, and closely held business structures
• Identify, research, and resolve tax technical issues and apply findings to client situations
• Aid in tax planning strategies, projections, and entity structuring to optimize client outcomes
• Collaborate with Managers and Directors on client deliverables and tax strategy execution
• Review work prepared by Associates and provide coaching and feedback to support development
• Serve as a primary point of contact for clients, maintaining strong relationships and delivering exceptional service
• Stay current on federal, state, and local tax legislation and communicate relevant updates to the team
• Contribute to process improvements and team efficiencies

Qualifications

• Bachelor’s degree in Accounting or related field required
• 2+ years of public accounting tax experience
• CPA or EA in progress preferred
• Strong technical knowledge of partnership, individual, and flowthrough taxation
• Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients (real estate, professional services, manufacturing, etc.)
• Proficiency with tax research tools and software
• Strong analytical, organizational, and communication skills

Pay

$86,000 - $107,000 a year

Schedule

Candidates located near a BPM office will follow a hybrid work model, with 2–3 days per week in the office.