Partnership TaxBPMSan Francisco Bay Area
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. In this role, you’ll work closely with clients and cross-functional teams to develop tailored tax solutions, ensuring high-quality service delivery across a diverse portfolio. You’ll also oversee engagement workflows, review technical work, and serve as a trusted advisor to clients on flow-through tax matters. As a leader within the team, the Tax Manager/Director mentors and develops junior staff, fostering technical growth and promoting best practices. This position is ideal for a tax professional who thrives in a fast-paced environment, values client interaction, and is committed to deepening their expertise in partnership and S corporation taxation. Industries: Looking for client experience in Real Estate, Manufacturing, Consumer Business & Professional Services. Note: Preferred candidates will be based in Southern California or the Bay Area. Those within 45 minutes of a BPM office will be expected to follow a hybrid schedule. 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. In this role, you’ll work closely with clients and cross-functional teams to develop tailored tax solutions, ensuring high-quality service delivery across a diverse portfolio. You’ll also oversee engagement workflows, review technical work, and serve as a trusted advisor to clients on flow-through tax matters. As a leader within the team, the Tax Manager/Director mentors and develops junior staff, fostering technical growth and promoting best practices. This position is ideal for a tax professional who thrives in a fast-paced environment, values client interaction, and is committed to deepening their expertise in partnership and S corporation taxation. Industries: Looking for client experience in Real Estate, Manufacturing, Consumer Business & Professional Services. Note: Preferred candidates will be based in Southern California or the Bay Area. Those within 45 minutes of a BPM office will be expected to follow a hybrid schedule . A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals. The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm. A strong regional presence in the Bay Area, while still serving our clients nationally and internationally. Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today . 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. 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,...
View detailsPartnership TaxBPMUnited States
Overview Organizations across industries are rapidly integrating digital assets into their operations, finance, and technology strategies. As they do so, they confront a complex and evolving tax environment that requires multidisciplinary experience, sophisticated structuring, and ongoing technical guidance. BPM’s Digital Assets practice offers an opportunity to engage directly with industry-defining companies while contributing to market insights, thought leadership, and the advancement of institutional adoption. This role is designed for a tax professional who is passionate about the blockchain and digital-asset ecosystem, thrives on technical depth, and wants responsibility for both client leadership and business development in a fast-moving sector. The Team BPM has been one of the earliest and most committed professional-services providers to the digital-asset industry, serving the ecosystem for more than a decade. Our team blends tax, accounting, advisory, operational, and industry expertise to support companies across the full digital-asset lifecycle. We advise global enterprises adopting blockchain solutions, Web3 protocols and developers, miners and validators, exchanges, custodians, stablecoin issuers, digital-asset funds, and institutional market participants evaluating tokenization, staking, yield strategies, and DeFi platforms. Our work extends well beyond tax compliance. We support clients with: • Token economics and token-flow analysis • Cross-border structuring and international tax planning • Revenue recognition frameworks and digital-asset accounting • Institutional adoption initiatives, including stablecoin use cases and RWA tokenization • Governance, risk, and compliance programs • Educational materials, research reports, and market insights that help clients and regulators navigate a fast-evolving landscape This environment offers both substantive technical work and opportunities to shape the firm’s view of the market through research, publication, and external engagement. Note: Open to candidates nationwide. Those within 45 minutes of a BPM office will be expected to follow a hybrid schedule. What You’ll Do As a Director, you will lead multidimensional tax engagements, drive marketplace eminence, and help scale BPM’s footprint across the digital-asset ecosystem. Client and Technical Leadership • Advise clients on entity structuring, tokenomics, sourcing rules, transaction characterization, revenue recognition, and cross-border tax implications. • Conduct and review advanced tax research, agreements, models, and filings associated with digital-asset transactions and business models. • Present complex concepts clearly to founders, executives, investment teams, and legal counsel. • Translate industry developments, market structure considerations, and protocol mechanics into impactful tax strategies. Research, Market Intelligence, and Thought Leadership Consistent with leading global advisory practices, this role includes a meaningful contribution to the firm’s market perspective and external visibility: • Stay attuned to market trends, regulatory shifts, developments in DeFi and stablecoin design, token-economics structures, and broader institutional adoption of blockchain technologies. • Lead or co-author thought-leadership materials such as white papers, executive briefs, technical alerts, and market commentary that shape BPM’s public voice in the digital-asset ecosystem. • Interpret industry developments and emerging technologies to inform client strategies, tax planning approaches, and internal guidance frameworks. • Deliver presentations and educational content that clearly articulate complex digital-asset issues for clients, conferences, industry groups, and internal leadership. • Partner with practice leaders to establish thematic priorities, publication pipelines, and coordinated external messaging across the digital-asset practice. Engagement Management and Client Service • Serve as the primary engagement manager for advisory and compliance projects. • Oversee timelines, budgets, resourcing, staff development, and quality control. • Ensure deliverables meet BPM’s standards across technical accuracy, documentation, and communication. People Development • Train and mentor staff on both tax fundamentals and digital-asset concepts. • Support the development of internal technical frameworks and knowledge-management systems. • Promote a learning culture through structured feedback and hands-on coaching. • Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling...
View detailsPartnership TaxSax LLPMorganville, New Jersey, United States
<div class="content-intro"><p>At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!</p></div><p data-start="318" data-end="684">We are actively seeking an experienced, client-focused<strong> Tax Manager, Generalist</strong> to join our growing practice in the Morganville, NJ office. This role follows a hybrid work schedule. The ideal candidate is a well-rounded tax generalist with strong technical knowledge across multiple tax return types and a proven ability to manage client engagements, review complex returns, and support team development.</p> <p data-start="686" data-end="713">&nbsp;</p> <p data-start="686" data-end="713"><strong data-start="686" data-end="711">Key Responsibilities:</strong></p> <ul data-start="714" data-end="1573"> <li data-start="714" data-end="805"> <p data-start="716" data-end="805">Manage and review a variety of tax engagements, with a primary focus on business returns and some individual returns.</p> </li> <li data-start="806" data-end="1008"> <p data-start="808" data-end="885">Review and oversee preparation of federal and state tax returns.</p> </li> <li data-start="888" data-end="913">Provide technical guidance on tax compliance, planning strategies, and industry best practices.</li> <li data-start="1109" data-end="1216"> <p data-start="1111" data-end="1216">Serve as a primary point of contact for clients, ensuring exceptional service and timely communication.</p> </li> <li data-start="1217" data-end="1287"> <p data-start="1219" data-end="1287">Supervise, mentor, and develop junior staff and senior associates.</p> </li> <li data-start="1288" data-end="1375"> <p data-start="1290" data-end="1375">Assist with tax research and provide recommendations to resolve complex tax issues.</p> </li> <li data-start="1376" data-end="1476"> <p data-start="1378" data-end="1476">Facilitate workflow management, including planning, budgeting, and meeting engagement deadlines.</p> </li> </ul> <p data-start="1575" data-end="1596">&nbsp;</p> <p data-start="1575" data-end="1596"><strong data-start="1575" data-end="1594">Qualifications:</strong></p> <ul data-start="1597" data-end="2144"> <li data-start="1597" data-end="1692"> <p data-start="1599" data-end="1692">Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.</p> </li> <li>CPA or EA certification preferred.</li> <li data-start="1725" data-end="1829"> <p data-start="1727" data-end="1829">5+ years of public accounting experience.&nbsp;</p> </li> <li data-start="1830" data-end="1933"> <p data-start="1832" data-end="1933">Strong technical tax knowledge across individual, corporate (C &amp; S Corp), and partnership taxation.</p> </li> <li data-start="1934" data-end="1988"> <p data-start="1936" data-end="1988">Demonstrated experience reviewing complex returns.</p> </li> <li data-start="1989" data-end="2057"> <p data-start="1991" data-end="2057">Excellent organizational, supervisory, and communication skills.</p> </li> <li data-start="2058" data-end="2144"> <p data-start="2060" data-end="2144">Ability to manage multiple engagements and priorities in a fast-paced environment.</p> </li> </ul> <p>&nbsp;</p> <p><strong>Comprehensive Benefits Package includes:</strong></p> <ul> <li>Top Tier Health, Dental, &amp; Vision Plans</li> <li>Flexible Spending Account (FSA) and Health Savings Accounts (HSA)</li> <li>Medical and Dependent Care</li> <li>Life and Voluntary Life Insurance</li> <li>Short and Long -Term Disability Insurance</li> <li>401k&nbsp;plan with matching contribution</li> <li>Defined Contribution Plan&nbsp;(profit sharing)</li> <li>Customized Work Arrangements</li> <li>Floating Holidays and Volunteer PTO</li> <li>Unlimited PTO for Managers and Above</li> <li>Referral Bonus Program</li> <li>Tuition Reimbursement for Advanced Degree</li> <li>Healthy Living Reimbursement Program</li> <li>Health &amp; Wellness App Subscription</li> <li>CPA&nbsp;&amp; EA reimbursement for study materials and exam</li> <li>AICPA and CPA State Society membership reimbursement for Managers and above</li> <li>OnDemand access to industry leading CPE courses</li> <li>Summer Fridays at 1pm</li> </ul> <p>&nbsp;</p> <p><em><strong>Please note: Applicants must have full‑time U.S. work authorization and not require sponsorship now or in the future.</strong></em></p> <p>&nbsp;</p> <p><strong>SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.</strong></p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p><div class="content-pay-transparency"><div class="pay-input"><div class="title">New Jersey Pay Range</div><div class="pay-range"><span>$120,000</span><span class="divider">&mdash;</span><span>$150,000 USD</span></div></div><div class="pay-input"><div class="title">New York Pay Range</div><div class="pay-range"><span>$120,000</span><span class="divider">&mdash;</span><span>$150,000 USD</span></div></div></div>
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