Tax Administration Associate, Temp-to-Perm jobs in United States
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BPM LLP · 8 hours ago

Tax Administration Associate, Temp-to-Perm

BPM LLP is a company that values caring and community, striving for innovation and excellence. The Tax Administration Associate provides high-quality administrative and operational support to the Tax professionals and clients, ensuring smooth onboarding and effective communication throughout the engagement lifecycle.

AccountingAdviceConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

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

Microsoft 365 SuiteTax administration softwareOrganizationCommunication skillsProblem-solving skills

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

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 Stage

Leadership Team

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Sandra L. Curry
CFO Consultant
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Russell Burbank, CTP
Partner, Consulting | Chief Operating Officer
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Company data provided by crunchbase