Tax - Associate II (Private Client Services)

BPM Overview: What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more. B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it. We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives. While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day. Burr Pilger Mayer India Pvt. Ltd. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 34th in the country. With 16 offices across the Bay Area, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate and construction. The Firm’s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry.

You Have (Requirements):

• Attention to details in preparing individual, trust, partnership, and corporate tax returns and High Net-Worth Taxation.
• 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, Hedge Fund / K-1, Good knowledge on International Forms (8938, 5471, 8621, 5472, 8858, 8865), {Gift Tax Return, Form 990 (Not Mandatory)}
• Technical skillsets: SurePrep, CCH / GoSystems / Fasttax / Lacerte Software, BNA.
• Research skills like Checkpoint, BNA, Bloomberg, and Written Tax research memos.

You Will (Job 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.