BPM LLP

• Prepare and review federal, state, and local tax returns for flowthrough entities (partnerships, S corporations) within the winery, vineyard, and agribusiness sectors
• Assist with tax planning and consulting engagements, including multi-state compliance and entity structuring considerations
• Support inventory costing and accounting analyses, including UNICAP (§263A), production accounting, and valuation matters
• Prepare workpapers and documentation related to complex tax positions
• Conduct tax research and apply findings to client-specific recommendations
• Assist in addressing tax implications related to wine production cycles, agricultural operations, and distribution models
• Support compliance and advisory work related to excise tax and beverage alcohol regulations (e.g., TTB considerations)
• Work with clients with multi-entity structures, including family-owned operations and private equity–backed winery businesses
• Communicate directly with clients, including controllers, CFOs, and owners, to gather information and provide updates
• Manage multiple engagements simultaneously while meeting deadlines and maintaining quality standards
• Identify opportunities to provide additional value to clients through tax planning and process improvements

Senior Tax Consultant – Flowthrough, Wine Industry Experience Required

• Lead and review federal, state, and local tax returns for winery, vineyard, agribusiness, and related consumer product clients
• Manage tax planning, compliance, and consulting projects, including inventory costing (UNICAP), production accounting, valuation considerations, and state apportionment for multi-state producers/distributors
• Provide guidance on beverage alcohol regulations, excise tax considerations, and entity structures unique to the wine sector
• Conduct technical research and provide practical recommendations tailored to the wine industry
• Oversee and review ASC 740 tax provision work for applicable clients
• Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values
• Manage multiple engagements simultaneously, ensuring timely delivery and high-quality work
• Supervise, develop, and mentor staff and seniors; contribute to team training, especially in winery-specific tax topics
• Maintain strong working relationships with clients, including controllers, winemakers, CFOs, and ownership groups
• Identify opportunities for additional services, cross‑selling, and value‑add offerings within the wine and agribusiness ecosystem
• Support the firm’s presence in the wine industry through participation in events, associations, and thought leadership
• Assist in proposal development and onboarding of new clients

Tax Supervisor/Manager – Flowthrough, Wine Industry

• Manage and deliver sales and use tax compliance and consulting engagements for a variety of clients and industries
• Review sales/use tax returns and related workpapers to ensure accuracy and compliance
• Conduct nexus studies, taxability analyses, and exposure reviews
• Advise clients on multi-state indirect tax issues, including audit defense and voluntary disclosure agreements (VDAs)
• Research and interpret state tax laws, regulations, and rulings
• Identify opportunities for tax savings, process improvements, and risk mitigation
• Lead and mentor staff and seniors, providing coaching, feedback, and technical development
• Build and maintain strong client relationships, serving as a trusted advisor
• Collaborate with other tax and advisory service lines on cross-functional opportunities
• Support business development activities, including proposals and networking efforts

Tax Manager – Sales & Use

Payroll

• Serve as a trusted advisor to clients on HRIS and payroll system optimization
• Partner directly with clients to understand their payroll and HR workflows and identify opportunities for improvement
• Configure, optimize, and support HR and payroll platforms such as Paycor, Workday, ADP, Paylocity, UKG, and similar systems
• Review existing system setups and recommend improvements to increase efficiency, accuracy, and compliance
• Support system cleanups, reconfigurations, and process redesign
• Assist with new system implementations, upgrades, and transitions
• Support system setup, configuration, testing, and go-live activities
• Help clients transition from legacy systems or PEOs into new platforms
• Validate payroll configurations including earnings, deductions, taxes, and reporting
• Support payroll processing and validation as needed
• Troubleshoot payroll and system issues and drive resolution
• Ensure payroll configurations align with federal, state, and local compliance requirements
• Act as a primary point of contact for system-related questions
• Communicate clearly and confidently with client stakeholders at all levels
• Deliver system training and documentation to ensure client self-sufficiency
• Translate technical system functionality into practical business solutions

Payroll Systems Consultant

Recruitment

• Analyze the market for best sources to acquire talent
• Source and present high-caliber talent to management
• Screen candidates based on skills and knowledge
• Partner closely with recruiters on business objectives
• Build a pipeline of high-quality talent through creative strategies
• Provide insights on effective sourcing channels

Talent Acquisition – Recruiter

Blockchain Engineer

• Work with the blockchain and digital assets leaders and partners.
• Responsible for leading day-to-day execution and delivery of audit and advisory activities throughout the year.
• Supervise associate level professionals and delegate engagement responsibilities.
• Responsible for communicating and resolving audit matters that arise during the audit engagement with the support of the engagement manager.
• Develop and maintain client relationships, thus driving client satisfaction.
• Research, understand and apply complex accounting concepts and auditing procedures.
• Draft financials and report audit findings (both verbal and written).
• Develop, motivate, and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

Senior Assurance – Blockchain

Insurance

• Be responsible for working with multiple client engagements throughout the year.
• Be responsible for communicating issues that arise during the audit engagement with the support of the engagement manager.
• Contribute to development and execution of audit strategy from planning to reporting.
• Develop and maintain client relationships, thus driving client satisfaction.
• Research, understand and apply complex accounting concepts and auditing procedures.
• Draft financials and report audit findings (both verbal and written).
• Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.

Audit Associate II / Assurance Associate II

Affiliate Manager

• Serve as the primary liaison between Assurance and the Learning, Development, and Engagement team, ensuring effective communication and alignment of learning initiatives with business objectives.
• Act as a strategic partner to business leaders, proactively identifying capability gaps and recommending forward-looking learning strategies informed by internal and external trends.
• Monitor external trends in the accounting profession, Assurance standards, and regulatory environment, and translate insights into learning priorities and program recommendations.
• Collaborate with stakeholders to ensure learning strategies are aligned with both immediate and long-term business goals.
• Lead the strategic oversight of learning solutions, delegating development and delivery where appropriate.
• Provide governance and guidance over onboarding and core curriculum programs.
• Collaborate with our Learning Content Strategist and the larger L&D Team to create engaging learning materials, including presentations, manuals, e-learning modules, and hands-on exercises.
• Facilitate experienced hire onboarding including technical and software training.
• Facilitate technical training sessions, adapting content and delivery to effectively engage learners across varying experience levels—from A1s through Partners.
• Coordinate CPE activities between the department and L&D, ensuring compliance with professional development requirements.
• Design, develop, and deliver and support delivery of comprehensive new hire onboarding programs tailored to departmental needs.
• Assess and evaluate the effectiveness of learning programs, making data-driven improvements as needed.
• Foster a culture of continuous learning and professional growth within the department.
• Coordinate with global offices to offer comparable live trainings.
• Perform other duties as assigned by the Director or Senior Manager of Learning, Development & Engagement.

Learning Business Partner – Assurance

• Using your foundation in accounting, learn and perform audit procedures to assess the accuracy and completeness of financial statements. This involves examining financial records, transactions, and supporting documentation to ensure compliance with accounting principles and relevant regulations.
• Assist in evaluating and testing the effectiveness of internal control systems implemented by clients, working hand in hand with team members to deliver a quality product within the client’s timeframe.
• Build relationships with clients, respond to client inquiries and concerns and proactively consider and develop ways to better serve audit clients’ needs.
• Analyze financial statements and related disclosures to identify any material misstatements or discrepancies and take appropriate corrective actions.
• Review and examine client financial records to ensure accuracy and completeness.
• Continuously develop your skills and knowledge in auditing. This involves participation in training programs, staying up to date with changes in accounting and auditing standards, and pursuing relevant certifications such as the Certified Public Accountant (CPA) designation.

Assurance Associate I

Accounting Manager

• Support day-to-day accounting operations for nonprofit clients, including month-end close, reconciliations, and financial statement preparation
• Assist with fund accounting, including tracking restricted and unrestricted funds and supporting grant and donor reporting
• Prepare and review financial reports for internal use and client stakeholders
• Support year-end processes, including audit preparation and coordinating requests with auditors
• Assist with process improvements and help implement best practices across client engagements
• Work within accounting systems (e.g., QuickBooks, NetSuite, Intacct) and support data accuracy and reporting needs
• Communicate with clients to gather information, resolve basic issues, and provide status updates

Accounting Advisory Senior/Supervisor – Nonprofit

Risk

• Serve as the primary point of contact for all incoming project requests
• Manage and administer the project intake workflow from submission through approval/denial
• Ensure all submissions include required documentation (business case, scope, risks, timeline, etc.)
• Perform initial qualification of requests (project vs. operational work)
• Partner with requestors and stakeholders to develop key project inputs, including (but not limited to): Business case and problem statement, ROI and financial impact details, Risks, dependencies, and constraints, Implementation approach and scope
• Coordinate intake review cycles, including: Meeting preparation and facilitation when necessary, Tracking decisions and follow-ups, Ensure governance standards and processes are followed
• Assist in scoring and prioritization of requests based on defined criteria
• Compile and present: Estimated timelines, Resource needs, Risks and dependencies
• Partner with business and IT teams to refine project requests
• Identify and recommend improvements to the intake process
• Track and report on: Intake volume, Approval rates, Cycle times

Project Intake – Governance Analyst

• Provide tax compliance and consulting to a diverse base of flow-through clients in the Real-Estate, Crypto Currency, Venture Capital, Private Equity and/or Wine Industry.
• Manage multiple engagements and deliver high quality products timely and efficiently.
• Deliver and Develop innovative financial planning ideas that meet or exceed client expectations.
• Oversee complex tax research projects for a variety of clients and diverse industries.
• Develop recommendations and implementation plans for clients and team members.
• Develop and motivate tax seniors and associates by reviewing their work and provide counseling, leadership and career guidance.
• Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.

Tax Director – Flowthrough

Sales Operations Manager

• Support the execution of Caravel's sales and marketing programs, ensuring the GTM team has the materials, resources, and assets needed to support client engagements.
• Serve as the primary point of contact for Caravel's GTM team on all material and asset requests, triaging and prioritizing based on pipeline activity and business impact.
• Produce and maintain a comprehensive library of sales materials including vertical datasheets, pitch decks, proposal templates, and client-facing presentations.
• Customize presentations and materials to support specific client engagements and opportunities, ensuring accuracy and brand consistency across all deliverables.
• Coordinate client reference marketing across the Caravel marketing calendar.
• Proactively identify gaps in the sales material library and work with the Director of Marketing Strategy to address them before they impact the GTM team's effectiveness.
• Ensure all GTM-facing materials reflect current messaging, positioning, and solution areas across Caravel's vertical markets.
• Manage and maintain Caravel's brand asset library, including logos, templates, imagery, and brand guidelines, ensuring all assets are current, accessible, organized, and properly versioned.
• Coordinate design and production needs, managing timelines and deliverables to ensure materials are delivered on time and on brand.
• Manage the day-to-day execution of Caravel's NetSuite co-marketing requirements, including asset submissions, portal management, and compliance with alliance marketing guidelines.
• Maintain accurate and up-to-date project tracking within established project management systems, ensuring active initiatives, timelines, and deliverables are visible to the broader team.

Sales Enablement, Marketing Specialist

Artificial Intelligence

• Lead assurance technology initiatives focused on innovation, automation, process improvement, and operational efficiency.
• Develop and execute strategic plans to modernize audit technology, tools, and workflows.
• Partner with assurance leadership to identify opportunities for digital transformation and continuous improvement.
• Oversee implementation and adoption of audit technologies, including data analytics, AI tools, workflow automation, and audit software platforms.
• Drive standardization and optimization of audit processes across teams and offices.
• Collaborate cross-functionally with IT, risk advisory, compliance, and firm leadership to align transformation initiatives with business goals.
• Monitor industry trends, regulatory developments, and emerging technologies impacting the audit profession.
• Lead change management efforts, including communication, training, and stakeholder engagement to ensure successful adoption of new processes and tools.
• Develop KPIs and reporting metrics to measure transformation success, audit efficiency, and quality improvements.
• Support talent development by mentoring audit professionals and promoting innovation-focused learning initiatives.
• Manage technology-related budgets, project timelines, and vendor relationships.
• Ensure technology initiatives maintain compliance with professional standards, firm policies, and regulatory requirements.

Assurance AI Technology Director

• Provide tax compliance and consulting services for flow-through entities (partnerships, LLCs, S corporations) across multiple industries.
• Work with clients to minimize federal, state, and local tax liabilities.
• Oversee complex tax research projects and deliver innovative tax planning strategies.
• Serve as the primary client contact for all tax matters.
• Develop and maintain strong client relationships through proactive communication and exceptional service.
• Manage multiple engagements simultaneously, ensuring timely and accurate deliverables.
• Review work prepared by tax seniors and associates, providing feedback and guidance.
• Train, mentor, and motivate junior team members.