Tax Processing Administrative Assistant

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 provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.

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):

· Provide administrative support to Partners, Directors, Managers, and Staff in the tax department.

· Serve as a tax processor by helping to process, assemble, and e-file tax returns and extensions.

· Run reports and check data for accuracy.

· 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.

· 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 related experience required; preferably with an accounting firm.

· Experience in CCH Axcess Tax & SafeSend preferable 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 advise 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.

The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.