Senior Tax, PCS/Flowthrough

BPM LLP

Tax Senior responsible for tax compliance and consulting in Private Client Services or Flowthrough practice. Delivering exceptional service to a diverse client base with complex tax needs.

Posted 7/22/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $86,000 - $107,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing and reviewing tax returns for various entities, including individuals and partnerships, while applying strong analytical skills to resolve complex tax issues. Maintains up-to-date knowledge of tax legislation and fosters client relationships through effective communication and exceptional service.

Highest-signal resume keywords

Tax Return PreparationFlowthrough TaxationTax Research ToolsClient Relationship ManagementPublic Accounting Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationPartnership TaxationIndividual TaxationFlowthrough TaxationTax Planning StrategiesEntity StructuringTax Technical Issue ResolutionAnalytical SkillsOrganizational Skills

Soft Skills

Communication SkillsCoaching and Feedback

Tools & Technologies

Tax Research ToolsTax Software

Certifications & Qualifications

CPAEA

Industry Keywords

Public AccountingHNWUHNWTrusts and EstatesReal EstateFamily OfficesClosely Held Business Structures

About the role

Key responsibilities & impact

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
Assist with 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

Requirements

What you’ll need

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

Benefits

Comp & perks

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) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
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, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.