BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. 

With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries.

In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com

BPM LLP

Marketing

• Coach, facilitate and lead: Coach the Marketing Department on best practices for product ownership, program management, project management and core agile principles. Facilitate consistent bi-directional communication channels. Encourage individual contributors to communicate concisely about concerns, risks and issues with their managers and on projects. Coach on the value of individuals in the success of the Marketing Team goals.
• Backlog refinement: Support ongoing backlog refinement and reinforce concepts of prioritization to help the team target delivery for high impact, high value work. Continue to adapt and improve tools and processes for backlog grooming sessions and encourage full Leadership team participation during ranking sessions. Provide feedback, coaching and address impediments when there are conflicts or competing commitments.
• Project management: Manage a variety of marketing projects from planning through delivery. Liaise between project members, cross-functional teams, external vendors and other stakeholders to define deliverables, requirements, schedules, cost and meeting plans. Implement project management quality standards and methods that ensure on-time, in-scope and on-budget delivery of commitments. Work with marketing product owners and project managers to support adherence with the marketing workflow.
• Planning and scheduling: Responsible for planning and scheduling various project workloads. Gather and analyze information to prepare status reports on projects and work to develop CMO visibility into team resourcing and workloads. Ensure that assignment and scheduling of work is aligned to the Marketing Department and BPM culture. Further enhance WBS (work breakdown structure) templates and Effort estimating by team and bring into retrospectives.
• Process improvement: Evaluate current processes and procedures, recommend changes to improve the efficiency of discovery, planning, scheduling, delivery, and close out of projects. Ensure relevant projects conduct and document preliminary research and retrospective activities to build data and encourage continuous improvement. Work with the team to continue to develop, implement, and train on processes to improve the Marketing delivery quality and team culture, and sense of ownership of their processes.
• Portfolio health monitoring: Oversee all Marketing department projects ensuring product owners and task owners continue to develop a stronger sense of ownership and commitment. Communicate critical information to the CMO and Marketing Leadership. Participate in weekly Leadership meetings, team meetings, discovery meetings, and planning meetings as needed. Help drive strategy for a high impact portfolio of marketing activities based on quality commitments and workflow management suitable for capacity. Work with the CMO to encourage team cooperation toward unified Marketing department goals.
• PMO (Project Management Office) liaise: Function as the primary liaison from the Marketing Department to the PMO. Participate in the PMO by contributing Marketing perspectives and feedback for improvements while promoting best practices at BPM. Represent Marketing in the PMO project intake vetting process for cross-departmental projects. Technical tool support, ongoing tool improvements and collaboration with the PMO for future tools ensuring viability for marketing adoption.

Marketing Portfolio Manager

Content Marketing

• Establish scalable, repeatable, content development and deployment processes
• Own content strategy and execution across all channels
• Develop web content strategy
• Interact with sales and marketing team
• Write search-engine optimized copy
• Stay updated with industry best practices
• Manage creation of content
• Execute marketing plans and campaigns
• Maintain quality and consistency in communications
• Design and implement social media strategy
• Collaborate for brand consistency
• Lead copywriter for marketing and sales initiatives

Content Manager

Accounting, Payroll & Financial Planning

• This role is for a Manager in the International Tax Services (ITS) team at BPM
• The Manager will collaborate with practice group leadership
• The Manager will work on projects involving complex international tax issues
• The Manager will work on cutting-edge transactions in innovative industries, such as Blockchain and Digital Assets
• The Manager will provide tax planning, consulting, and compliance expertise
• The Manager will oversee multiple client services teams
• The Manager will manage the delivery of international tax services
• The Manager will advise multinational companies on tax implications of their international operations
• The Manager will consult clients on tax-efficient structuring and planning related to international transactions
• The Manager will minimize worldwide tax burdens on business transactions and operations
• The Manager will keep up to date on industry trends and apply them to complex situations

Tax Manager, International Tax

Operations

• Support the Head of Advisory Practice Group and their leadership team
• Align operational strategies with each department
• Provide executive support and facilitate key projects and strategies
• Coordinate and manage departmental initiatives
• Engage in cross-functional collaboration
• Streamline and improve operations
• Track and manage initiatives and deliver meaningful metrics
• Build and maintain strong relationships
• Provide day-to-day support to the Advisory Practice Group Leader

Advisory Operations Director

Sales

Translate functional requirements into technical requirements. Design and build high-performance, reusable, and reliable Apex code with best practices. Ensure the best possible quality with minimal technical debt. Work with existing Salesforce Orgs to assess and correct technical debt associated with Apex Classes, triggers, Lightning components, and VisualForce pages. Help design and develop proprietary intellectual property for the practice. Take ownership of project work and developing client relationships. Identify bugs and align with requirements during debugging. Write test classes for the class that you develop and ensure more than 80% code coverage. Test bug fixes to make sure they work as per requirements, then deploy them to production. Write documentation and provide technical training for Salesforce users. Maintain strict security and integrity standards in all Salesforce environments.

Senior Salesforce Developer/Trainer

Content Writer

Do you thrive on creating strategic content and marketing materials that prospects actually enjoy reading? BPM is seeking a Senior Writer with prior professional services experience to support our Marketing team to initiate, plan and develop strategic content that informs and inspires. As a member of the Content Strategy team, you will be responsible for conceiving and producing strategic content across all marketing channels—from social media and whitepapers to copy and content for events, webinars, videos, case studies, print/digital ads, web pages, and other channels—to bring prospects along the buyer journey, from awareness to brand loyalty. This is a full-time role. Candidates will be matched with a Subject Matter Expert at BPM to demonstrate their ability to drive a conversation around an intended piece of thought leadership and prepare a draft for review by the Editorial Manager, and if viable, published on behalf of the Firm. BPM will compensate candidates for their contribution. In order to be successful in this role, you will have a strong command of the English language, exceptional writing skills, and the ability to work independently and collaboratively to deliver outstanding content

Senior Writer

• Manage and lead a team of payroll professionals, providing guidance, mentoring, and coaching.
• Oversee resource allocation for the payroll team and ensure the best fit for client and consultant.
• Conduct regular performance conversations in BPM Link, address performance concerns with team as needed.
• Oversee and execute your team and your own client’s end-to-end payroll processing, and advising on behalf of our clients.
• Ensure accurate and timely calculation of wages, deductions, commissions, and bonuses, while maintaining confidentiality and data security.
• Collaborate with HR, Finance, and other relevant departments to ensure accurate capture and processing of employee data, salary changes, and related payroll information.
• Review and verify payroll reports, reconciliations, and journal entries, addressing any discrepancies or variances.
• Prepare and distribute payroll statements, earnings summaries, and tax forms as required.
• Monitor and maintain compliance with local, state, and federal payroll regulations, including tax obligations, record-keeping, and reporting requirements.
• Stay up-to-date on changes in payroll legislation and ensure compliance with federal, state, and local regulations.
• Serve as a advisor to clients and your consultants in providing guidance and support on payroll policies, procedures, and relevant legal and regulatory changes.
• Respond to client’s employee inquiries when managing own clients, resolve payroll-related issues, and ensure excellent customer service and satisfaction.

Payroll Manager Consultant

• Participate in live assurance and soft-skills training
• Research basic and intermediate accounting topics
• Develop and apply auditing skills
• Identify key issues and work with senior team members
• Contribute ideas/opinions to engagement teams
• Collaborate with clients
• Perform direct auditing work
• Assist with technical accounting consulting projects
• Develop and apply knowledge of U.S. GAAP
• Assist clients with developing accounting policies
• Conduct research on proper accounting treatment
• Draft technical memorandums, financial statements, and disclosures
• Quarterly milestones
• Coaching program
• TAG practice meetings
• Social and teambuilding events
• Group audit and technical accounting trainings

Technical Accounting Consulting & Assurance - Associate I (2024)

• Coordinate all accounting functions for Ultra high-net worth individuals/ family clients and their investment entities, including maintenance of accounts receivable, accounts payable, and general ledger entries. • Be a key player in taking charge of reviewing month-end and year-end financial statements, conducting account reconciliations, analyzing the general ledger, and coordinating annual audits. • Manage a team dedicated to each family office • Manage ad-hoc projects and draft proposals for engagements. • Join our weekly management meetings and contribute to driving the goals and objectives of our firm and practice. • Take on “in-charge” responsibilities for our small to mid-size private company family-run business. • Collaborate with the tax department to provide crucial information and assist in preparing federal and state tax returns. • Develop and nurture connections with clients, ensuring their satisfaction. • You will motivate and mentor our staff by providing training, regular feedback, and career guidance.

Family Office UHNW Advisor- Must have Family Office Accounting experience

• Under the supervision of the Program Manager or Project Manager, the Project Coordinator follows a high-level project plan
• Independently monitors workflows, coordinate deliverables, and identify any concerns with work timing, scope, or budget
• Assists with project communications, updates project management systems, drafts project updates, and builds basic reports
• Assists project managers with large, client-facing projects and may manage small, inward-facing projects under limited supervision
• Responsible for quality delivery and completion of projects, adherence to scope of work, and project budget compliance
• Drives ongoing improvements in project delivery and fosters an open, collaborative, and respectful environment for all engaged resources

Project Coordinator - (Salesforce, ERP, NetSuite, Bonus, or ERP)

• Works with resource managers for assignment of engineers to projects
• Manages all aspects and components of low rigor projects
• Provides quality delivery and completion of projects
• Maintains project specific documents
• Ensures adherence to scope of work
• Manages project budget compliance
• Drives ongoing improvements in project delivery
• Communicates with project stakeholders consistently and clearly
• Demonstrates commitment to the mission of BPM
• Maintains knowledge of applicable laws, regulations, and procedures
• Supports and conducts self in a customer service manner

Project Coordinator (Salesforce, ERP, NetSuite, Bonus, or ERP)

Risk & Compliance

• Wondering if you should apply?
• At BPM we are people who value people.
• We are progressive and purposeful.
• We are a firm with flexibility.
• Our shared entrepreneurial spirit drives us to see and do things differently.
• And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

Senior Manager, Strategic Risk Management

BPM's Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsource accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration. In addition, as part of the Advisory Service Line, our Business Enterprise Services Team (BEST) works with clients on their ERP system implementation needs, introducing and utilizing technology, to streamline their accounting processes and procedures.

Accounting Advisory Associate II (Family Office)

Project & Program Management

• Responsible for the coordination and completion of projects on-time, within budget and scope.
• Manage several key client projects simultaneously, setting deadlines, assigning responsibilities, and overseeing all aspects of the projects.
• Communicate with executives, the board, and internal stakeholders to keep the project aligned with the business goals.
• Coordinate with other departments to ensure all aspects of each project are compatible and complete.

NetSuite Project Manager

Account Executive

• Provide tax compliance and consulting services to flow-through clients in Financial Services, Real-Estate, Crypto Currency, Venture Capital, Private Equity and/or Wine Industry
• Manage multiple engagements and deliver high-quality products timely and efficiently
• Deliver and develop innovative financial planning ideas that meet or exceed client expectations
• Oversee complex tax research projects and participate in tax planning projects
• Become an integral part of the Flow-Through Team by active involvement in training and thought leadership
• Interact with other practice groups and learn about other BPM specialty services
• Develop recommendations and implementation plans for clients and team members
• Develop and motivate tax seniors and associates by reviewing their work and provide counseling, leadership, and career guidance

Tax Manager, Partnerships & Flow-Through (Wine and Craft Beverages)

• Seeking a Manager to lead Governance, Risk and Compliance (GRC) solution implementation engagements within the Archer IRM platform.
• Building initiatives and demonstrating leadership in the GRC technology discipline focused on Archer IRM.
• Subject matter expert in risk and compliance domains with in-depth proficiency within the Archer IRM platform.
• Leading client implementation engagements to address critical risk and compliance challenges.
• Thinking strategically about risk and compliance challenges and conveying compelling value propositions.
• Experience in Business Development and drafting proposals to prospective clients.


Risk Advisory Manager

Software Engineer

• Provide support and subject matter expertise to users, company employees, contractors, suppliers, or customers.
• Lead report writing and analytics efforts for company financial information.
• Lead data and/or related systems integration projects across the company business domain and specific to NetSuite, including implementing BI platforms.
• Perform integrity testing of system upgrades and development releases prior to migration to production.
• Perform hands-on coding work on projects as needed.
• Document business objectives, use cases, business requirements, system specifications, workflows, and process documentation.
• Fill functional lead or system expert roles on production and sandbox NetSuite environments and related systems.
• Develop and maintain workflows and processes in NetSuite to optimize the platform.
• Assist in the development of dashboards and operational reports to provide insight for teams, managers, and executives.
• Assist in the maintenance of our integrated platform testing application.
• Evaluate current state, research, and implement effective solution designs to achieve defined business or process objectives.
• Complete additional responsibilities as required.

NetSuite Senior Developer

• Collaborate with clients to understand their business needs, goals, and objectives, and translate them into Salesforce solutions.
• Lead the implementation of Salesforce projects, including configuration, customization, and integration with other systems as required.
• Gather and document client requirements, and develop detailed project plans, timelines, and deliverables to ensure successful project execution.
• Configure Salesforce to meet client-specific business processes and requirements, including customizing objects, fields, workflows, validation rules, and reports.
• Work closely with cross-functional teams, including developers, administrators, and business stakeholders, to ensure seamless integration and alignment of Salesforce solutions.
• Provide guidance and best practices to clients on leveraging Salesforce features and functionality to drive process improvements and business efficiencies.
• Conduct end-user training sessions and create user documentation to facilitate successful adoption and maximize the benefits of Salesforce implementations.
• Perform data migration and quality assurance activities to ensure accurate and reliable data transfer to Salesforce.
• Stay up-to-date with the latest Salesforce releases, features, and trends, and provide recommendations to clients on leveraging new functionalities.
• Troubleshoot and resolve any issues or challenges that arise during the implementation process, working closely with the client and internal teams to find effective solutions.

Remote Jobs at BPM LLP

BPM LLP

Marketing Portfolio Manager

BPM LLP

Content Manager

BPM LLP

Tax Manager, International Tax

BPM LLP

Advisory Operations Director

BPM LLP

Senior Salesforce Developer/Trainer

BPM LLP

Senior Writer

BPM LLP

Payroll Manager Consultant

BPM LLP

Technical Accounting Consulting & Assurance - Associate I (2024)

BPM LLP

Family Office UHNW Advisor- Must have Family Office Accounting experience

BPM LLP

Project Coordinator (Salesforce, ERP, NetSuite, Bonus, or ERP)

BPM LLP

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