Jobs at BPM LLP

Supports tax resource management through workforce planning, staff scheduling, workload and utilization monitoring, staffing coordination, stakeholder communication, and process improvement. Maintains accurate capacity and assignment data, coordinates across teams and time zones, tracks staffing requests and action items, escalates resource conflicts, and assists with improving resource management procedures and reporting accuracy.

Supervise multi-jurisdictional sales and use tax compliance, filings, reconciliations, audits, business licenses, notices, and indirect tax reporting. Manage Vertex and Anybill processes, collaborate on ERP and tax automation initiatives, develop reporting dashboards and compliance trackers, improve data extraction and calculations, and train tax preparers. Coordinate with finance, IT, data science, tax authorities, advisors, and internal stakeholders to resolve issues and ensure accurate, timely filings.

Oversee outsourced accounting and financial advisory services for UHNW clients, family-owned businesses, startups, and private companies. Responsibilities include cash flow modeling, financial reporting, financing support, succession and exit planning, tax planning, risk management, ERP implementation, process optimization, and multi-entity accounting. The role also manages staff, mentors junior employees, and advises executives on complex accounting matters.

Leads end-to-end delivery of complex enterprise technology projects across infrastructure, cloud, security, applications, software development, and emerging technologies. Manages scope, schedules, budgets, resources, risks, governance, vendors, and executive reporting. Builds and improves project management systems, workflows, dashboards, and PMO processes while coordinating globally distributed technical teams and stakeholders across India and the United States.

Coordinate staffing and resource planning across engagements and teams, monitor utilization and capacity, identify staffing gaps, facilitate scheduling discussions, and support workforce forecasting. Maintain resource data, train colleagues on scheduling tools, manage reassignments, and partner with leaders to align employee skills and development goals with business needs. The role also supports international teams, process improvements, reporting, and ad hoc workforce planning projects.

Leads fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships. Reviews fiduciary accountings and reports, advises trustees and professional partners, manages budgets and deadlines, and supervises distributed teams. Develops processes and training to improve operational efficiency while supporting client relationships and business development. Requires strong accounting, fiduciary administration, project management, communication, and staff leadership experience.

Manage and review U.S. international tax compliance engagements for clients with foreign operations. Advise on cross-border transactions, tax treaties, global structures, and international tax planning. Review Forms 5471, 8858, and 8865; coordinate multinational tax considerations; manage budgets and deadlines; mentor junior staff; maintain client relationships; monitor legislative changes; and support business development.

Assurance Interns receive audit training, analyze financial statements and disclosures, perform audit procedures, examine records and supporting documentation, and evaluate internal controls. They collaborate with audit teams to deliver quality work within client deadlines while gaining exposure to industries including financial services, real estate, nonprofits, and blockchain. The role also includes intern events, executive sessions, and collaborative projects.

Performs audit procedures, examines financial records, evaluates internal controls, analyzes financial statements, identifies discrepancies, and supports client relationships. The role includes training, professional development, and preparation for pursuing CPA licensure while working across industries such as financial services, real estate, nonprofit, and blockchain.

Supervise preparation and review of fiduciary accountings for trusts, estates, conservatorships, and guardianships. Analyze trust documents, prepare trustee reports and schedules, resolve accounting issues, and communicate with trustees, beneficiaries, attorneys, and advisors. Review staff work, mentor accountants, coordinate engagement workflows and deadlines, collaborate with U.S. and India-based teams, and support training and process improvements.

Supports IT audit and risk assurance engagements by researching accounting topics, applying IT auditing theory, identifying control issues, developing audit approaches, collaborating with clients, and auditing systems against SOX, SOC, ISO 27001, and FedRAMP frameworks. The role is hybrid in San Francisco or San Jose and is intended for students graduating between September 2027 and December 2029.

Supervise flow-through tax engagements for partnerships, S corporations, closely held businesses, individuals, and fiduciaries. Review complex tax returns, research technical issues, identify planning opportunities, prepare recommendations, manage deadlines and budgets, and communicate regulatory developments. Mentor and review Associates and Seniors while maintaining quality, accuracy, and client service standards.

Lead tax compliance, planning, and consulting engagements for cryptocurrency, blockchain, Web3, and digital asset clients. Advise on federal, state, and international tax matters involving transactions, token issuances, staking, mining, DeFi, and NFTs. Review complex tax filings and technical memoranda, manage client relationships, budgets, staffing, and profitability, mentor tax professionals, and help expand BPM’s digital asset tax practice.

Manage accounting advisory engagements, including reconciliations, month-end close, journal entries, accruals, variance analysis, financial reporting, and GAAP compliance. Review financial statements, research technical accounting issues, draft memos, support client onboarding, and improve accounting processes. Lead and coach Associates, manage client relationships, collaborate cross-functionally, and use accounting software and ERP systems to deliver client solutions.

Performs audit and assurance engagements for multiple clients, contributing to audit planning, execution, reporting, and client communication. Researches and applies complex accounting and auditing concepts, audits complex accounts, drafts financial statements, reports findings, identifies issues, and recommends practical solutions. The role also develops client relationships, supports client satisfaction, and contributes to sustainable remote-first workplace practices.

Lead state and local tax consulting and compliance engagements, including nexus studies, taxability analyses, exposure reviews, audit defense, and voluntary disclosures. Advise clients on multi-state tax matters, research tax laws, identify savings and risk mitigation opportunities, mentor tax professionals, manage client relationships, collaborate across service lines, and support business development.

Plan and execute multiple audit engagements from planning through reporting, including developing audit strategies, researching complex accounting concepts, drafting financial statements, and reporting findings. Supervise, delegate to, mentor, and develop associate-level professionals. Communicate with clients and leaders, resolve engagement issues, maintain client relationships, and deliver pragmatic recommendations that support client satisfaction.

Provide tax compliance and consulting for flow-through clients in real estate, cryptocurrency, venture capital, and private equity. Minimize federal, state, and local tax liabilities, research complex tax issues, supervise associate assignments, manage client service delivery, and mentor tax associates through counseling and career guidance.

Lead and deliver audit and advisory engagements for blockchain and digital asset clients, supervise associates, research complex accounting issues, draft financials, communicate audit findings, advise on U.S. regulatory and tax matters, and coordinate cross-functional teams to ensure compliance and client satisfaction.

As an Assurance Senior, you will manage audit engagements, supervise associates, develop client relationships, and ensure compliance with U.S. accounting standards.