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BPM LLP

Tax Director - Mergers and Acquisition

Reposted 14 Days Ago
Be an Early Applicant
In-Office or Remote
14 Locations
Senior level
In-Office or Remote
14 Locations
Senior level
The Tax Director - M&A will lead tax advisory services for clients, focusing on tax structuring and due diligence for mergers and acquisitions, while managing client relationships and mentoring junior staff.
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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 – M&A will lead strategic tax advisory services for private equity firms, corporate clients, and their portfolio companies. This role focuses on 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.

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).
  • US Taxation Knowledge Required
  • 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 

In accordance with Ontario’s pay transparency legislation, the posted compensation range, if applicable, will reflect the scope and responsibilities associated with the role. Positions supporting clients across multiple jurisdictions involve additional regulatory considerations, cross-border coordination, and broader compliance requirements compared to roles focused on a single local market. Hours of work and travel expectations may vary based on role scope and are considered in determining compensation. These factors, along with credential requirements and market benchmarks, are incorporated into compensation ranges to ensure alignment with industry standards and the specialized expertise required. Compensation includes base salary and any non-discretionary bonuses or commissions. If the top of the compensation range exceeds $200,000 annually, specific details will be provided during the recruitment process instead of being posted, in compliance with legislation.
 
BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national or ethnic origin, disability status, genetic characteristics, sexual orientation, gender identity or expression, or any other characteristic protected by federal, provincial 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.
 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Top Skills

Cpa
Ea

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