Lead tax advisory for mergers and acquisitions, focus on structuring, due diligence, client relationships, mentoring staff, and business development.
About BPM
BPM LLP is a full-service accounting and advisory firm recognized for its people-first culture and entrepreneurial spirit. With a strong presence in California and clients across the U.S., BPM offers comprehensive tax, assurance, and consulting services. The firm is consistently ranked among the Bay Area’s “Best Places to Work” and is known for its flexible work arrangements, professional development programs, and inclusive environment.
Role Overview
The Tax Director within our Mergers & Acquisitions team will lead strategic tax advisory services for private equity firms, corporate clients, and their portfolio companies. This role focuses on Business Development (attending events & growing the BPM brand in the market) tax structuring, due diligence, and integration planning for mergers, acquisitions, and reorganizations. The ideal candidate will bring deep technical expertise, leadership capabilities, and a consultative approach to client service.
Note: Open to Remote candidates
Key Responsibilities:
- Lead tax structuring and planning for M&A transactions, including buy-side and sell-side engagements.
- Oversee tax due diligence and risk assessments for target entities.
- Advise clients on tax implications of deal structures, including entity selection, purchase price allocation, and post-transaction integration.
- Collaborate with cross-functional teams (e.g., valuation, audit, legal) to deliver seamless transaction support.
- Manage client relationships and serve as a trusted advisor on complex tax matters.
- Mentor and develop junior staff, fostering technical growth and leadership.
- Contribute to business development efforts, including proposal writing and client presentations.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
Qualifications:
- CPA or EA required.
- Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred).
- Proven track record in driving business growth and strategic partnerships
- Minimum 7 years of experience in public accounting or consulting, with a focus on M&A tax.
- Strong knowledge of partnership taxation, corporate reorganizations, and ASC 740.
- Proven ability to manage multiple complex projects and deliver high-quality results.
- Excellent communication, analytical, and presentation skills.
- Entrepreneurial mindset with a passion for client service and team leadership.
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
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.
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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.
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.
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