BPM LLP · 1 day ago
Tax Administration Associate, Temp-to-Perm
BPM LLP is a community-focused firm that values caring and innovation. They are seeking a Tax Administration Associate to provide high-quality administrative and operational support to their Tax professionals and clients, ensuring smooth onboarding and effective communication throughout the engagement lifecycle.
AccountingAdviceConsultingFinanceFinancial Services
Responsibilities
Support client onboarding, including platform access and engagement guidance
Assist clients and teams with BPM software (e.g., Portal, DocuSign, SafeSend)
Monitor workflow dashboards and track engagement progress and outstanding items
Manage administrative tasks: scheduling, document prep, printing, scanning, and meeting coordination
Ensure secure handling, conversion, and organization of client documents across platforms
Retrieve and upload client files from third-party systems; manage file formats and access restrictions
Provide engagement teams with regular updates on document status and workflow progress
Support onboarding new administrative team members
Collaborate with Supervisors and Managers to ensure task consistency and deadline adherence
Deliver high-level administrative support to Partners, Directors, Managers, and staff
Maintain confidentiality and uphold firm policies for secure data handling
Qualification
Required
Strong communication skills—written, verbal, and interpersonal
Excellent organization and attention to detail with the ability to prioritize multiple requests
Ability to work under pressure and meet deadlines, including during peak tax seasons with potential overtime
Strong technical proficiency across Microsoft 365 Suite (Outlook, Word, Excel, PowerPoint, Teams)
Ability to troubleshoot basic technical issues and guide users through platform navigation
Strong problem-solving skills and a proactive, client-service-oriented mindset
Ability to work independently while collaborating effectively within a team environment
Preferred
Familiarity with tax administration software and platforms (e.g., CCH Axcess, SafeSend, STAR, Salesforce, DocuSign)
Company
BPM LLP
Hi there, we're BPM! Welcome to a community built on connection, collaboration, and care.
H1B Sponsorship
BPM LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (9)
2023 (13)
2022 (15)
2021 (15)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-07-24
2025-07-23
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