Tax Administrative Associate

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.