BPM LLP

• 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.

Tax Supervisor – Flowthrough

Project Manager

• Serve as a senior client-facing leader responsible for the successful delivery of ERP implementations, focusing on NetSuite and Workday solutions
• Lead and direct cross-functional project teams, ensuring alignment across stakeholders, timelines, and deliverables
• Manage project scope, timelines, budgets, and resource allocation; proactively track availability and optimize utilization across engagements
• Identify, assess, and mitigate project risks by implementing effective risk management plans and escalation strategies
• Drive project governance, including status reporting, KPI tracking, and executive-level communication on project health and outcomes
• Build strong client relationships, acting as a trusted advisor to guide clients through complex ERP implementations and business transformation initiatives
• Act as a Solution Architect on select engagements, leading solution design for NetSuite and Workday implementations, ensuring alignment to client business requirements and best practices
• Collaborate with functional and technical teams to define end-to-end system architecture, including integrations, data strategy, and configuration decisions across NetSuite and Workday platforms
• Provide strategic guidance on system design trade-offs, scalability, and long-term maintainability of ERP solutions
• Champion a client-first mindset, using expertise, creativity, and problem-solving skills to deliver measurable value and positive outcomes
• Promote and model BPM’s values, including supporting remote-first operations, leveraging digital collaboration tools, and contributing to sustainable workplace practices

NetSuite Project Manager

Business Development Rep

• Manage BPM’s inbound team as a “player-coach” by balancing direct revenue ownership with team enablement, process improvement, and performance oversight
• Meet or exceed sales quotas and KPIs
• Research prospective clients to determine strategic fit, existing firm connections and possible opportunities
• Qualify inbound leads and follow up on marketing campaigns
• Run effective qualification calls and manage subsequent interactions
• Provide internal coaching and day-to-day guidance for inbound team members
• Collaborate with marketing on process improvements
• Own the full inbound sales lifecycle through close, coordinating internally and externally on priorities, timelines, and required actions
• Understand client needs & propose appropriate solutions with an eye toward multi-service engagements where appropriate
• Maintain accurate records in BPM’s CRM system, Salesforce
• Analyze inbound customer trends and market signals and provide actionable insights to inform firm growth strategy
• Prepare quotes, proposals and contracts in conjunction with service line experts
• Support leadership reporting and decision making by assisting with inbound proposals, performance analysis, and ad hoc reporting as needed

Inbound Business Development Manager

• Provide tax compliance and consulting to a diverse base of high-net worth individuals, partnerships, and corporations.
• Oversee complex tax research projects for a variety of clients and diverse industries.
• Work with clients to minimize their federal, state, and local tax liability.
• Supervise tax associates' assignments and manage the day-to-day delivery of tax consulting services to the client.
• Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership and career guidance.
• Manage multiple engagements and deliver high quality products timely and efficiently.

Tax Manager

Learning and Development

• Design and develop engaging, interactive digital learning modules using Articulate Rise
• Translate subject matter expert input, presentations, and documents into clear, effective learning experiences
• Apply instructional design best practices to ensure content is learner‑centered, accessible, and outcome‑driven
• Partner with internal stakeholders and SMEs to clarify content and ensure accuracy. Proactively manage stakeholder communication, timelines, and feedback to ensure efficient project delivery
• Rapidly develop learning content while maintaining consistency, quality, and attention to detail
• Follow established templates, branding guidelines, and development standards
• Conduct basic quality assurance and make revisions based on stakeholder feedback
• Support additional learning development efforts as assigned during the contract period
• Ability to manage multiple projects simultaneously, prioritize effectively, and maintain quality in a fast-paced, high-volume environment

Instructional Designer – Temporary

Blockchain Engineer

• Advise clients on entity structuring, tokenomics, sourcing rules, transaction characterization, revenue recognition, and cross-border tax implications.
• Conduct and review advanced tax research, agreements, models, and filings associated with digital-asset transactions and business models.
• Present complex concepts clearly to founders, executives, investment teams, and legal counsel.
• Translate industry developments, market structure considerations, and protocol mechanics into impactful tax strategies.
• Stay attuned to market trends, regulatory shifts, developments in DeFi and stablecoin design, token-economics structures, and broader institutional adoption of blockchain technologies.
• Lead or co-author thought-leadership materials such as white papers, executive briefs, technical alerts, and market commentary that shape BPM’s public voice in the digital-asset ecosystem.
• Serve as the primary engagement manager for advisory and compliance projects.
• Oversee timelines, budgets, resourcing, staff development, and quality control.
• Train and mentor staff on both tax fundamentals and digital-asset concepts.
• Promote a learning culture through structured feedback and hands-on coaching.

Tax Director – Blockchain and Digital Assets, Cryptocurrency

IT Support

• Oversee multiple engagements and resolve all legal, regulatory, and accounting issues that arise during the audit engagement.
• Supervise and manage services to our clients, which include preparation of audit strategy and business plans, setting engagement budgets, scheduling audits, selecting staff and assigning workloads, and financial reporting.
• Develop and maintain client relationships, driving client satisfaction.
• Research, understand and apply complex accounting concepts and auditing procedures.
• Develop, motivate and mentor staff by providing training, regular feedback and career guidance while fostering a team environment.
• Draft and assist in the delivery of proposals for engagements by knowing the range of firm services.
• 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.

Assurance Manager – Audit Manager, SEC Experience

• Oversee multiple engagements and resolve all legal, regulatory, and accounting issues that arise during the audit engagement.
• Supervise and manage services to our clients, which include preparation of audit strategy and business plans, setting engagement budgets, scheduling audits, selecting staff and assigning workloads, and financial reporting.
• Develop and maintain client relationships, driving client satisfaction.
• Research, understand and apply complex accounting concepts and auditing procedures.
• Develop, motivate and mentor staff by providing training, regular feedback and career guidance while fostering a team environment.
• Draft and assist in the delivery of proposals for engagements by knowing the range of firm services.
• 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.
• Demonstrate advanced knowledge of U.S. accounting standards (GAAP), regulatory frameworks, and compliance requirements.
• Manage complex engagements involving multi-jurisdictional financial reporting, U.S. tax law, and international business practices.
• Advise clients on U.S. specific regulatory changes, risk management, and industry best practices, ensuring compliance across diverse markets.
• Coordinate with cross-functional teams to address the unique challenges of servicing U.S.-based clients, including higher volume, complexity, and risk exposure.

Assurance Manager – Audit Manager

Consultant

• Participating in business processes mapping including process analysis and design, gap analysis, functional system design and specifications, system configuration, development of system tests, procedures, and documentation.
• Analyzing business/technical requirements and objectives, perform fit/gap analysis, and provide recommendations.
• Documenting all engagements including the creation of design documents, technical specifications, process documentation, specification, system deployment documents, system integration and interface documents and publish reports as necessary.
• Providing key decision support, monitoring issue and risks, and creating mitigation plans for clients.
• Managing a full life cycle NetSuite ERP implementation from a technical, functional and/or organizational change management standpoint.
• 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.

NetSuite Consultant – Advanced Manufacturing

• Lead implementation of NetSuite for NFP clients, including system configuration, data migration, system testing and user training.
• Understand NFP business processes and requirements, translate those into NetSuite solutions and implement them effectively.
• Provide consultancy and technical support to our NFP clients during and after the NetSuite implementation process, ensuring that their needs and objectives are met.
• Generate value for our NFP clients by leveraging NetSuite to improve their operational efficiency and financial reporting.
• Develop NFP specific standardized procedures for operations with NetSuite.
• Coordinate with technical team and stakeholders during the design and testing processes of NetSuite functionalities.
• Provide training to NFP staff on the proficient usage of NetSuite.
• 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.

Nonprofit NetSuite Consultant

Manager

• Lead the strategy, planning, and execution of NetSuite integration projects, ensuring alignment with business objectives and stakeholder requirements.
• Oversee the design and implementation of integration workflows using Boomi and Celigo to connect NetSuite with external systems, ensuring scalability and performance.
• Manage the development of advanced SuiteScript (1.0/2.0) solutions, including custom workflows, Suitelets, RESTlets, and User Event Scripts, to meet complex business needs.
• Supervise and mentor a team of integration specialists and developers, providing technical guidance and fostering a collaborative environment.
• Collaborate with cross-functional teams, including business analysts, IT leadership, and external vendors, to define integration requirements and technical architectures.
• Ensure compliance with best practices for integration design, data security, and system performance, including API management (REST, SOAP) and data formats (JSON, XML).
• Monitor and optimize integration performance, identifying opportunities for automation and process improvement.
• Drive the adoption of new features and capabilities in NetSuite, Boomi, and Celigo, staying ahead of industry trends and platform updates.
• Manage project timelines, budgets, and resources, ensuring on-time delivery of integration initiatives.
• Provide high-level troubleshooting and resolution for complex integration issues, ensuring minimal downtime and maximum efficiency.
• Mentor and coach team members on technical skills, including Boomi, Celigo, and SuiteScript development, fostering professional growth and career development.
• Conduct regular one-on-one meetings to provide feedback, set goals, and support team members in overcoming technical and professional challenges.
• Develop and implement training programs to enhance the team’s expertise in NetSuite integrations and related technologies.

NetSuite Integration Manager

Delivery NetSuite Consultant – Manufacturing/Advanced Manufacturing

Bookkeeper

• Manage day to day administrative and accounting services for clients like real time bookkeeping and finalization of bank reconciliation.
• Ensure that all accounting entries are accurate, details are matching with the purchase invoices and with the bank payments.
• Worked with Medical (Physio) is preferred.

Bookkeeper, Dutch

• Lead and understand a client’s subscription terminology
• Gather requirements, configure, test, and walk the client through end-to-end processes
• Train end users
• Experience working collaboratively within a smart and friendly team environment

NetSuite Consultant – ARM, Suitebilling

• Participating in business processes mapping including process analysis and design, gap analysis, functional system design and specifications, system configuration, development of system tests, procedures, and documentation
• Analyzing business/technical requirements and objectives, perform fit/gap analysis, and provide recommendations
• Documenting all engagements including the creation of design documents, technical specifications, process documentation, specification, system deployment documents, system integration and interface documents and publish reports as necessary
• Providing key decision support, monitoring issue and risks, and creating mitigation plans for clients
• Managing a full life cycle NetSuite ERP implementation from a technical, functional and/or organizational change management standpoint
• SRP Module Is mandatory in NetSuite implementation
• Leading organizational changes and business process improvements with clients
• Specification development and Driving quality, testing and delivery methodology processes to ensure successful transition and client satisfaction
• Identifying and minimizing project risk, communicating effectively with team members and clients and Serve as a leader to junior consultants
• 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.