Tax Admin Support - Supervisor

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15 days old

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BPM – where caring and community is 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. 
 
What you get: 
Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. 
Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. 
Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.

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 

*This is a hybrid position. You must be located near one of our offices.

Job Summary
We are seeking a detail-oriented and experienced Administrative Tax Support Supervisor to manage the daily operations of our tax administrative support team in a fast-paced professional services environment. This role is responsible for ensuring the accurate, timely, and efficient execution of administrative functions that support tax professionals and enhance client service delivery. The ideal candidate will have a strong background in administrative leadership, with a proven track record in streamlining operations, managing projects, and mentoring staff.

The successful candidate will demonstrate exceptional organizational, communication, and problem-solving skills, and possess a collaborative, solutions-focused approach to leadership. Proficiency with platforms such as CCH Axcess Suite, Salesforce, DocuSign, SafeSend, and Microsoft Office Suite is essential. Prior experience in public accounting and familiarity with CRM and tax software systems are highly desirable. This role plays a key part in maintaining data integrity, ensuring compliance, and fostering a positive and professional working environment across all levels of the organization.

What You'll Do:

  • Supervise and coordinate the daily operations of the tax administrative support team, ensuring timely, accurate, and efficient completion of administrative tasks to support tax professionals.
  • Provide direct administrative support to Partners, Directors, Managers, and Staff (PDMS), with a focus on excellent service delivery to both internal and external clients.
  • Set up new clients, including preparation and processing of engagement letters and setup in systems such as Salesforce, STAR, and CCH Access Suite.
  • Support the annual client engagement process, including generation, delivery, and tracking of engagement letters
  • Maintain and update client records across multiple platforms, ensuring data integrity, compliance, and accessibility.
  • Prepare various types of engagement letters and third-party consent forms in accordance with firm standards and legal guidelines.
  • Create, manage, and track projects in CCH Workstream to support tax engagements and monitor progress through completion.
  • Offboarding of no longer client (NLC) by ensuring accurate removal across all relevant platforms and systems
  • Create and maintain client portals to ensure accurate, secure, and up-to-date access to documents and communications.
  • Train, coach, and oversee the workload of administrative associates within an assigned administrative pool; assist with day-to-day problem-solving and procedural questions.
  • Participate in the annual performance evaluations of administrative staff and provide ongoing performance feedback.
  • Promote and maintain a positive, collaborative, and safe working environment that supports continuous improvement and staff development.
  • Collaborate with tax professionals to ensure administrative processes align with client needs, firm procedures, and regulatory requirements.

    • What You'll Have:

  • Bachelor’s degree in Business Administration or related field, or equivalent work experience.
  • Minimum of 3 years’ experience in a professional services environment, with increasing supervisory responsibilities; experience in public accounting is a plus.
  • Proficiency with CCH Axcess Suite, DocuSign, Salesforce, SafeSend, and related tax or CRM platforms.
  • Demonstrated leadership and project management skills, with a track record of improving operational efficiency.
  • Strong written and verbal communication skills with a professional demeanor.
  • Collaborative and consultative management style; able to interact effectively at all levels.
  • Resilient, solutions-oriented, and able to manage challenges with discretion and professionalism.
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams).
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