Tax Administrative Supervisor

BPM Overview:BPM is a full-service accounting firm providing comprehensive Assurance, Tax, and Advisory services to clients globally.  We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.   Our people-centered culture and firm motto “Because People Matter” has allowed us to be consistently recognized as one of the Best Places to Work in the Bay Area.  We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.As an administrative supervisor in our tax practice, you are an important team member and vital to the daily functions of the partners, managers, and staff. Customer service skills and a professional manner are required in the handling of client requests and inquiries. This position will oversee time sensitive and confidential client documents. 
We have: ·        A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.·        The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.·        A regional presence in the Bay Area, while still serving our clients nationally and internationally.·        Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work for” by Accounting Today.

You Will (Responsibilities)

• Assist in training, coaching, and supervising the workload of administrative associates in one assigned administrative pool:
- Assemble, Deliver and E-file (tax processing)- Administrative Support- Receive, Scan and SurePrep- Client Experience Support
• Participate in the annual evaluation of administrative associates.
• Ensure excellent service is provided consistently to both internal and external clients.
• Promote and maintain a positive and safe working environment for employees.
• At the request of the Tax Administration Senior Manager, collaborate in firm-wide initiatives working with other firm leaders.
• Assist tax administration during busy season as necessary.

1. Assemble, Deliver and E-file (tax processing)
• · Monitor and assemble complex/multi-state/multi-level tax returns.
• · Assist in training and advising tax admin associates on complex assembly.
• · Coordinate and schedule complex assembly with Partner, Director, Manager, Supervisor (PDMS).
• · Coordinate and schedule special deliveries with PDMS and clients.
• · Run reports and monitor outstanding E-file forms.
• · Release E-file of complex/multi-state/multi-level tax returns.
• · Process rejections.
• · Verify all tax projects are clear on tax due dates. Follow up with the necessary PDMS per your judgement.
• · Roll projects annually.
• · Generate, update, and distribute tax due date list to PDMS in a timely manner.
• · Populate annual tax organizers.
• · Oversee set up of new projects in CCH Workstream.
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2. Administrative Support
• · Oversee administrative support to PDMS and staff.
• · Ensure CRM system data is accurate and complete.
• · Provide excellent internal client service to support tax department team members.
• · Oversee annual client engagement letter generation and delivery.
• · Issue reports on missing engagement letters.
• · Responsible for offboarding of No Longer Clients (NLC) (termination letter, deletion of portals, issue prior year returns, back up files).

3. Receive, Scan and SurePrep
• · Oversee and perform receiving, scanning, and SurePrep submission and verification.

4. Client Experience Support
• · Oversee new client onboarding.
• · Assist with onboarding new tax administrators, including training in applicable tax software.
• · Oversee Client User Support (BPM software platforms).
• · Oversee the Client Experience Support (missing signed ELs, e-file forms, open items, etc.).

You Have (qualifications)

• You have (qualifications):
• Bachelor’s degree or equivalent work experience. 
• Minimum of three years of related experience in a professional services environment with progressively increased management responsibilities.  Experience in public accounting is a plus. 
• Demonstrated leadership abilities, people, and project management skills, and an ability to identify and implement creative solutions to enhance productivity, efficiency, and effectiveness of operations, systems, and procedures.