The Role
Provides administrative and tax-processing support to tax department staff. Responsibilities include assembling tax returns and extensions, setting up and updating client records, managing projects and engagement letters, processing documents, and supporting administrative teams. The role requires strong organization, attention to detail, communication, proofreading, multitasking, and deadline management. Overtime may be required during peak tax season.
Summary Generated by Built In
BPM Overview:
What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more. B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.
We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.
While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.
BPM India Advisory Service Private Limited - Formerly known as “Burr Pilger Mayer India Private Limited”. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 50 in the country. With 17 different office locations, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate and construction. The Firm’s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry.
You will (responsibilities):
- 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.
You have (qualifications):
- 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. (This position does not provide tax advice; however, knowledge of basic tax forms and requirements is helpful.)
- ·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.
Skills Required
- Minimum one year of related experience, preferably with an accounting firm
- Experience with CCH Axcess Tax and SafeSend
- Experience with DocuSign, Salesforce, or similar CRM software
- Proficiency with Microsoft Office programs, including Word, Excel, Outlook, and PowerPoint
- Excellent verbal and written communication skills, including proofreading ability
- Familiarity with public accounting
- Knowledge of basic tax forms and requirements
- Strong organization, attention to detail, problem-solving, interpersonal, collaboration, and communication skills
- Ability to work in a fast-paced environment, multitask, prioritize competing demands, and meet deadlines
BPM LLP Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BPM LLP and has not been reviewed or approved by BPM LLP.
-
Leave & Time Off Breadth — Policies include generous PTO, multiple firm holidays, and seasonal breaks, with unlimited PTO available for certain roles. Feedback suggests these options enhance overall value even in a demanding industry.
-
Healthcare Strength — Multiple medical, dental, and vision plan choices are offered with a strong employer-paid share, alongside HSA options and mental-health resources. Feedback suggests the breadth and depth of coverage are a core strength of the package.
-
Flexible Benefits — Flexible and remote/hybrid work options are emphasized, along with alternative schedules. Feedback suggests this flexibility is a meaningful component of total rewards.
BPM LLP Insights
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries. In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
