BPM LLP

Accounting Manager

• Prepare and review fiduciary accountings for trusts, estates, conservatorships, and guardianships
• Prepare trustee reports, supporting schedules, and related analyses
• Analyze trust documents and apply fiduciary accounting principles
• Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors
• Assist with resolving accounting and administration issues
• Ensure engagements are completed accurately and timely while meeting firm quality standards
• Review work prepared by staff and senior accountants
• Provide coaching, feedback, and technical guidance to team members
• Coordinate workflow and monitor engagement deadlines
• Collaborate with team members in the U.S. and India
• Support training initiatives and process improvements
• Assist with developing client relationships and delivering exceptional service
• Participate in networking and professional development opportunities
• Identify opportunities to improve engagement efficiency and client experience
• Support practice growth initiatives
• Manage fiduciary accounting engagements with increasing independence
• Build trusted relationships with attorneys, trustees, and clients
• Contribute to the growth and success of the Fiduciary Accounting Services practice

Fiduciary Accounting Supervisor

• Manage fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships
• Review fiduciary accountings, trustee reports, and supporting schedules
• Interpret trust documents and apply fiduciary accounting principles
• Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors
• Identify and resolve complex accounting and administration issues
• Ensure work products meet firm quality standards and applicable court requirements
• Supervise, coach, and develop team members located in the U.S. and India
• Review work and provide meaningful feedback and guidance
• Manage engagement budgets, staffing, workflow, and deadlines
• Assist in developing processes, training materials, and best practices
• Foster a collaborative and high-performing team culture in a remote environment
• Build relationships with attorneys, trustees, and referral sources
• Participate in networking and business development activities
• Identify opportunities to expand services for existing clients
• Contribute to the continued growth and evolution of BPM's Fiduciary Accounting Services practice
• Serve as a trusted advisor to clients and referral sources
• Independently manage complex fiduciary accounting engagements
• Lead and develop team members across multiple locations
• Help improve operational efficiency and service quality
• Contribute to the growth and long-term success of BPM's Fiduciary Accounting Services practice

Fiduciary Accounting Manager

Financial Planning and Analysis

• Deliver high-quality valuation, financial modeling, and transaction-related services to a wide variety of clients
• Identify critical valuation issues and solve problems efficiently by researching, proposing, and executing relevant strategies
• Stay current on business and economic developments relevant to business valuation and specific industries
• Review third-party appraisals for audit support purposes
• Assist with business development and collaborate with other BPM practices to build cross-functional relationships
• Maintain positive and productive client relationships
• Enhance client services through effective use of technology, tools, staff utilization, and project management
• Provide responsive and efficient service as part of a high-performing team
• Support remote-first operations, paperless workflows, digital collaboration tools, and recycling initiatives

Corporate Finance Associate

Project Manager

• Keep engagements on track — build and maintain project schedules, track milestones and deliverables, and flag risks before they slip.
• Track consultant time, resourcing, and utilization across engagements so the delivery picture stays current.
• Support billing and finance — prepare and review time-and-expense entries, assist with invoicing, and help keep billing accurate and on time.
• Administer SOWs and change orders, and keep project documentation and status reporting clean and up to date.
• Coordinate across delivery teams, consultants, and clients on schedules, status, and logistics.
• Partner with the PMO and finance to improve realization, reduce revenue leakage, and tighten collections (DSO).

Project Coordinator, Accounting

• Build, lead, mentor, and manage a dedicated offshore Tax Technology development team.
• Translate tax business processes into functional and technical requirements for development.
• Establish and prioritize the Tax Technology development roadmap and backlog.
• Lead the design and delivery of integrations, automation, AI-enabled capabilities, and internally developed applications.
• Partner with Tax Leadership to identify strategic technology opportunities and define solution approaches.
• Provide functional direction to developers and ensure delivered solutions align with business objectives, compliance requirements, and user expectations.
• Collaborate with Enterprise Technology and third-party vendors when architectural support or integrations are required.
• Establish development standards, documentation, testing, and quality assurance practices.

Tax Automation Manager – Development

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, trusts, and estates
• Work on complex Flowthrough and/or PCS engagements, including real estate, family offices, and closely held business structures
• Identify, research, and resolve tax technical issues and apply findings to client situations
• Assist with tax planning strategies, projections, and entity structuring to optimize client outcomes
• Collaborate with Managers and Directors on client deliverables and tax strategy execution
• Review work prepared by Associates and provide coaching and feedback to support development
• Serve as a primary point of contact for clients, maintaining strong relationships and delivering exceptional service
• Stay current on federal, state, and local tax legislation and communicate relevant updates to the team
• Contribute to process improvements and team efficiencies

Senior Tax, PCS/Flowthrough

Insurance

• Uphold the highest standards of quality, integrity, independence, and professional skepticism
• Manage and supervise the execution of external audit engagements from planning to completion for various clients
• Should be able to manage large, medium-scale audits
• Ability to prioritize, work on multiple assignments, and manage ambiguity
• Understanding of the firm’s Quality and Risk Management procedures
• Analyze financial statements and supporting documentation to ensure compliance with GAAP and other regulatory standards
• Identify and communicate audit issues and findings to the manager/senior manager and clients
• Lead and motivate a team of audit seniors and audit associates, and ensure that the team delivers high-quality work
• Assist with the career development of team members, as well as work with managers/senior managers to help ensure the proper deployment of the audit staff
• Establish and maintain good working relationships with clients (adapt to changed work environment at different clients)
• Ability to meet challenging client requirements and provide exceptional service as well

Assurance Supervisor

• Provide tax compliance and consulting to a diverse base of flow-through clients in the Real-Estate, Crypto Currency, Venture Capital, REIT projects, Private Equity and/or Wine Industry.
• Work with clients to minimize their federal, state, and local tax liability.
• Supervise tax associates' assignments and managing the day-to-day delivery of tax compliance / consulting services to the client.
• Develop and motivate tax associates by providing them with counseling, leadership and career guidance.

Tax Senior – Flowthrough

Business Development Rep

• Report, track, and manage sales activities and results within our CRM system.
• Set up business development meetings.
• Conduct a high volume of outbound communications on a daily basis through a multitude of mediums, leveraging Outreach platform, to establish rapport with prospective clients.
• Research organizations and individuals to identify new prospects, client needs, and potential new markets.

Business Development Executive

• Analyze data and prepare work papers and tax returns based on professional standards for a variety of entities and individuals with focus on international issues
• Ability to independently prepare and review international tax forms such as Form 5471, 5472, 8858, 8865, 8621, 8832, FBAR, 8938, 8992, 8993 926 and such other similar forms.
• Focus on international tax compliance as a high impact/value creating International Tax Supervisor
• Identify, research, and assess various international tax concepts and issues
• Possess and maintain a thorough knowledge of domestic and international tax concepts, laws, and issues, including IRS, Courts, and other regulatory bodies
• Prepare and review work papers, allocations, and tax returns for multinational corporations
• Provide tax provision and compliance services to a diverse base of corporate clients
• Develop and deliver innovative financial planning ideas that meet or exceed client expectations
• Oversee complex international tax research projects for a variety of clients and diverse industries
• Apply creative problem-solving skills to evaluate and select alternative actions to lessen international tax burdens
• Work with clients to minimize their global tax obligations and meet compliance requirements.
• Build on technical competence by keeping up to date on industry trends, developments, and technical authorities, and apply them to complex situations
• Manage multiple projects and collaborate with manager and team

International Tax, Supervisor

• 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