Jobs at BPM LLP

Oversee outsourced accounting and financial advisory services for UHNW clients, family-owned businesses, startups, and private companies. Responsibilities include cash flow modeling, financial reporting, financing support, succession and exit planning, tax planning, risk management, ERP implementation, process optimization, and multi-entity accounting. The role also manages staff, mentors junior employees, and advises executives on complex accounting matters.

Coordinate staffing and resource planning across engagements and teams, monitor utilization and capacity, identify staffing gaps, facilitate scheduling discussions, and support workforce forecasting. Maintain resource data, train colleagues on scheduling tools, manage reassignments, and partner with leaders to align employee skills and development goals with business needs. The role also supports international teams, process improvements, reporting, and ad hoc workforce planning projects.

Leads fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships. Reviews fiduciary accountings and reports, advises trustees and professional partners, manages budgets and deadlines, and supervises distributed teams. Develops processes and training to improve operational efficiency while supporting client relationships and business development. Requires strong accounting, fiduciary administration, project management, communication, and staff leadership experience.

Manage and review U.S. international tax compliance engagements for clients with foreign operations. Advise on cross-border transactions, tax treaties, global structures, and international tax planning. Review Forms 5471, 8858, and 8865; coordinate multinational tax considerations; manage budgets and deadlines; mentor junior staff; maintain client relationships; monitor legislative changes; and support business development.

Supervise preparation and review of fiduciary accountings for trusts, estates, conservatorships, and guardianships. Analyze trust documents, prepare trustee reports and schedules, resolve accounting issues, and communicate with trustees, beneficiaries, attorneys, and advisors. Review staff work, mentor accountants, coordinate engagement workflows and deadlines, collaborate with U.S. and India-based teams, and support training and process improvements.

Lead tax compliance, planning, and consulting engagements for cryptocurrency, blockchain, Web3, and digital asset clients. Advise on federal, state, and international tax matters involving transactions, token issuances, staking, mining, DeFi, and NFTs. Review complex tax filings and technical memoranda, manage client relationships, budgets, staffing, and profitability, mentor tax professionals, and help expand BPM’s digital asset tax practice.

Manage accounting advisory engagements, including reconciliations, month-end close, journal entries, accruals, variance analysis, financial reporting, and GAAP compliance. Review financial statements, research technical accounting issues, draft memos, support client onboarding, and improve accounting processes. Lead and coach Associates, manage client relationships, collaborate cross-functionally, and use accounting software and ERP systems to deliver client solutions.

Lead state and local tax consulting and compliance engagements, including nexus studies, taxability analyses, exposure reviews, audit defense, and voluntary disclosures. Advise clients on multi-state tax matters, research tax laws, identify savings and risk mitigation opportunities, mentor tax professionals, manage client relationships, collaborate across service lines, and support business development.

Lead execution and delivery of audit and advisory engagements for blockchain and digital asset clients. Supervise and mentor associates, resolve audit issues, draft financials and report findings, develop client relationships, and research and apply complex accounting and auditing standards related to crypto activities.

The role involves leading the architecture and solution ownership for NSAW implementations, data engineering, SQL transformations, and analytics delivery, ensuring data integrity and executive-level reporting.

Lead the implementation and configuration of NetSuite for nonprofit clients, ensure smooth transition and training, and improve operational efficiency.

The Payroll/Systems Consultant will optimize HR and payroll systems, assist with configurations, implement processes, and support clients in payroll operations.

The NetSuite Consultant will lead client subscriptions, configure and test NetSuite modules, and train end users, focusing on Suitebilling and ARM.

Lead NetSuite ERP implementations focusing on SRP Module, analyze business requirements, manage gap analyses, and optimize project accounting practices.