Tax Associate Admin - CST

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

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…

· 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

You will (responsibilities)

• Be focused in one or two areas outlined below. However, you are expected to support all areas as needed.

Assemble, Deliver and E-file (tax processing)

• Assemble tax returns and extensions based on PDMs instructions and in accordance with firm standards.
• E-file release basic returns.
• Be required to work overtime as needed during peak season, which can include some evenings and weekends.

Receive, Scan, and SurePrep

• Check accuracy of incoming hardcopy client documents and create barcodes for scanning.
• Scan client documents into CCH Document.
• Submission of documents to create binders in SurePrep and verification.
• Be required to work overtime as needed during busy season, which can include some evenings and weekends.

Administrative Support

• Provide administrative support to Partners, Directors, Managers, and Staff, as requested.
• Issue and track annual client engagement letters.
• Send annual Tax Organizers to clients.
• Use firm CRM system to record engagement opportunities, apply for new client ID.
• Verify new clients/jobs in STAR and set up new clients in CCH Axcess (new projects, client profile, portal)
• Perform other various projects as needed.
• Schedule appointments and meetings as needed.
• Be required to work overtime as needed during peak season, which can include some evenings and weekends.

Client Experience Support

Client Onboarding

• Post-EL communication to new clients with information on critical "need to knows" (Introduction as go-to contact on non-tax specific questions, BPM process, timing, platforms, request for IP PINs, etc.).
• Work with new clients to access relevant BPM software platforms (portal, DocuSign, SafeSend, etc.)

Client User Support

• Assist tax clients with use of BPM software platforms throughout service period (how to use each platform to send/receive necessary information from BPM).

Client Experience Support

• Follow up on required documents and forms (missing signed ELs, e-file forms, open items, etc.)
• Access 3rd party provider platforms to pull client documents into BPM platform.
• Save pertinent email communications/documents into BPM platform (special tax projects only).
• Remove file permissions from electronic documents received from clients/3rd parties and saving into BPM platform.
• Convert file types to PDF (when appropriate) and saving to BPM platform.
• Provide various duties such as, track correspondence including annual engagement letters, print, scan and copy client documents, schedule of internal and external meetings as requested.
• Use good judgement to prioritize, multi-task, and meet tax deadlines.
• Be required to work overtime as needed during peak season, which can include some evenings and weekends.

You have (qualifications):

• Excellent verbal and written communication skills.
• Excellent grammar, spelling, and proof-reading skills.
• Proficiency in MS Office programs (Word, Excel, Outlook, PowerPoint, Teams).
• Experience in CCH Axcess tax preferable, but not required.
• Strong attention to detail, with a commitment to high quality work and great at problem solving abilities.
• 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.
• Ability to work independently, but also enjoy being part of a team.
• Experience with DocuSign, Salesforce or similar CRM software preferred.

$20 - $35 an hour

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state 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.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.