Tax Associate II

BPM Overview:

BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.

Our people-centered culture and firm motto “Because People Matter” has allowed us to be consistently recognized as one of the Best Places to Work in the Bay Area. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

Learn more about BPM on Glassdoor or some key leaders on our High Net-Worth Tax team like Sandy Murray, Rich McDonnell, and Tami McInerney on LinkedIn. You will likely meet some of these people during your interview process!

Requirements

• Attention to details in preparing individual, trust, partnership and corporate tax returns.
• Oversee complex tax research projects for a variety of clients and diverse industries.
• Manage the day-to-day delivery of tax services to the Domestic (US) engagement teams
• Be the go-to person in their respective core area of 1040 Tax Compliance
• Individual Skillsets: Installment sale, sale of home, PTP Basis calculation, Hedge fund K-1s,Familiar with medium to complex returns.
• Technical skillsets: SurePrep, CCH / GoSystems / Fasttax / Lacerte Software, BNA.
• Research skills like Checkpoint, BNA, Bloomberg, and Written Tax research memos.
• Individual skillset: Hedge Fund / K-1, Good knowledge on International Forms (8938, 5471, 8621, 5472, 8858, 8865), (Gift Tax Return, Form 990 (Not Mandatory)}

Responsibilities

• Minimum 2 years’ of post-qualification experience with U.S. accounting firm.
• Exposure to U.S. Taxation required
• Strong command of the English Language
• Strong commitment to an entrepreneurial work ethic
• Competently analyzes and prioritizes information to make appropriate recommendations
• Ability to work with multiple managers simultaneously and communicate as a team with the India and Domestic (US) engagement teams as needed.