Tax Supervisory (With Winery Experience)

Posted 6 Hours Ago
Be an Early Applicant
Santa Rosa, CA
Hybrid
105K-120K Annually
Mid level
Professional Services • Business Intelligence
The Role
As a Tax Supervisory, you will review and analyze tax compliance and consulting for diverse clients, manage multiple projects, and build relationships with clients. You will mentor junior team members and oversee tax research projects, ensuring timely delivery and high-quality service.
Summary Generated by Built In

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 an Assurance Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the audit and accounting process.

 

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. 

 

What you get: 

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.


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 

We Have:

  • Consistent recognition as one of the Bay Area’s “Best Places to Work”
  • Recognition as “Top 5 Accounting Firm in the Bay Area”
  • Summer Hours – Leave early on Friday afternoons from June to August!
  • BPMU – A corporate university that’s dedicated to your career growth and development
  • Flexibility in your day-to-day work schedule
  • Rich diversity in the clients, industries, and overall work

Requirements:

  • Bachelor’s degree in accounting, finance, engineering, technology, or related field.
  • Licensed CPA, or in the process of obtaining CPA license OR EA certified
  • Working knowledge of tax compliance and consulting with a variety of clients in varying industries.
  • Minimum of 3 years of experience working in a professional services organization with a taxation focus.
  • Prefer 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.
  • Ability or interest in generating and building business, ability 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.

Responsibilities:

  • Maintain and developing 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, REIT projects, 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.

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.


***************


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.


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.

Top Skills

Accounting
The Company
HQ: San Francisco, CA
1,033 Employees
On-site Workplace
Year Founded: 1986

What We Do

BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources.

With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries.

In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com

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