Provide high-quality administrative support to Tax professionals, ensuring smooth onboarding and timely service delivery through effective task management and document handling.
Tax Administration Associate I
This is an onsite, non-exempt, temporary-to-permanent position based in Long Beach, CA.
BPM – where caring and community are in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.
Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life — while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
Who is successful at BPM:
Caring people who put others first
Self-starters who embody the BPM entrepreneurial spirit
Authentic individuals with a diverse point of view
Lifelong learners with a drive to excel
Resilient people who rise to the occasion
Position Summary:
The Tax Administration Associate provides high-quality administrative and operational support to BPM’s Tax professionals and clients. This role plays a key part in ensuring smooth onboarding, document handling, task execution, and ongoing communication throughout the engagement lifecycle. The Associate works closely with Tax Administration Supervisors and Managers to ensure accurate, timely service delivery across core administrative functions.
Key Responsibilities
· Support client onboarding, including platform access and engagement guidance.
· Assist clients and teams with BPM software (e.g., Portal, DocuSign, SafeSend).
· Monitor workflow dashboards and track engagement progress and outstanding items.
· Manage administrative tasks: scheduling, document prep, printing, scanning, and meeting coordination.
· Ensure secure handling, conversion, and organization of client documents across platforms.
· Retrieve and upload client files from third-party systems; manage file formats and access restrictions.
· Provide engagement teams with regular updates on document status and workflow progress.
· Support onboarding new administrative team members.
· Collaborate with Supervisors and Managers to ensure task consistency and deadline adherence.
· Deliver high-level administrative support to Partners, Directors, Managers, and staff.
· Maintain confidentiality and uphold firm policies for secure data handling.
Required Skills & Qualifications
· Strong communication skills—written, verbal, and interpersonal.
· Excellent organization and attention to detail with the ability to prioritize multiple requests.
· Ability to work under pressure and meet deadlines, including during peak tax seasons with potential overtime.
· Strong technical proficiency across Microsoft 365 Suite (Outlook, Word, Excel, PowerPoint, Teams).
· Familiarity with tax administration software and platforms (e.g., CCH Axcess, SafeSend, STAR, Salesforce, DocuSign) preferred.
· Ability to troubleshoot basic technical issues and guide users through platform navigation.
· Strong problem-solving skills and a proactive, client-service-oriented mindset.
· Ability to work independently while collaborating effectively within a team environment.
BPM is one of the largest California-based accounting and consulting firms, ranked in the top 50 in the U.S. BPM services include Tax, Audit, and Consulting.
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