Tax Associate Admin

Summary

Join BPM, a company where caring and community are central to its values, and where innovation is constantly pursued. You will have the opportunity to broaden your skills and reach your full potential while making a positive impact. BPM offers a total rewards package with flexible work arrangements and personalized benefits, along with well-being resources and a focus on work-life balance. Professional development opportunities are abundant, including CPA exam resources, tuition reimbursement, and a coach program. The company seeks caring, self-starting, authentic, and resilient individuals who are lifelong learners.

Requirements

• Excellent verbal and written communication skills
• Excellent grammar, spelling, and proof-reading skills
• Proficiency in MS Office programs (Word, Excel, Outlook, PowerPoint, Teams)
• 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

Responsibilities

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

Preferred Qualifications

• Experience in CCH Axcess tax preferable, but not required
• Experience with DocuSign, Salesforce or similar CRM software preferred

Benefits

• 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