Tax Administrative Associate

BPM stands for "Because People Matter." We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. Our focus is on comprehensive assurance, tax, and consulting services for our clients.

- Provide administrative support to Partners, Directors, Managers, and Staff in the tax department. - Serve as a tax processor by helping to assemble tax returns and extensions. - Set up new clients in all appropriate software applications. - Update client information as needed in systems. - Process disengagement of clients and offboard in systems. - Roll, extend, and close projects in appropriate software. - Reassign projects to appropriate job manager in software. - Scan, copy, and save documents as necessary. - Provide support to other administrative team members during absences or high-volume workload periods. - Handle sensitive situations with diplomacy and understand when to escalate issues to the administrative leadership team. - Prepare and track client engagement letters. - Must be able to juggle and meet multiple deadlines. - Participate in other various projects (i.e. data cleanup) as necessary. - Overtime may be required during peak season, which could include some evenings and weekends.

- Minimum one year of related experience; preferably with an accounting firm. - Experience in CCH Axcess Tax & SafeSend preferred but not required. - Experience with DocuSign, Salesforce or similar CRM software preferred. - Proficient skills in MS Office programs (Word, Excel, Outlook, PowerPoint). - Possess excellent verbal and written communication skills, including ability to proofread for errors. - Familiarity with public accounting is a plus. - Must be organized, have strong attention to detail, with a commitment to high quality work and great at problem solving. - Excellent interpersonal, collaboration and communication skills. - Ability to work in a fast-paced environment: multi-task, prioritize requests, accommodate competing demands, manage priorities to meet deadlines, utilize proactive customer service and communication skills.

- Full-time position. - Hybrid work environment. - Overtime may be required during peak season.

BPM (BPM LLP or BPM CPA) is a public accounting, tax, and advisory firm providing services such as audit, assurance, business tax, valuation, consulting, and outsourced accounting to mid-cap businesses, high-net-worth individuals, and industries including technology, real estate, and life sciences. Ranked among the top 50 largest U.S. accounting firms and top 10 in the West, it serves clients globally with offices in the U.S. and Bengaluru.