BPM LLP
Finance • Consulting • SaaS
BPM LLP is a large California-based accounting and consulting firm providing a wide range of services. These include assurance, advisory, tax, and IT consulting, with specialized expertise in areas like cybersecurity and risk advisory. The firm serves a diverse client base across multiple industries, including financial services, real estate, and technology. BPM is committed to delivering personalized service tailored to meet the specific needs of each client, facilitating business growth and compliance with industry regulations.
Tax Director – Nonprofit
Job not on LinkedIn
10 hours ago
BPM LLP
Finance • Consulting • SaaS
BPM LLP is a large California-based accounting and consulting firm providing a wide range of services. These include assurance, advisory, tax, and IT consulting, with specialized expertise in areas like cybersecurity and risk advisory. The firm serves a diverse client base across multiple industries, including financial services, real estate, and technology. BPM is committed to delivering personalized service tailored to meet the specific needs of each client, facilitating business growth and compliance with industry regulations.
📋 Description
• Lead compliance for complex exempt‑organization filings, including Forms 990/990‑PF/990‑T, related schedules (e.g., A, K, R), state filings, and multi‑jurisdictional requirements; oversee quality reviews and risk management. • Advise on UBIT/UBTI analyses, structuring of program‑related investments (PRIs), joint ventures, partnerships/LLCs, and alternative investments; design policies to mitigate tax risk. • Guide exemption matters (e.g., Forms 1023/1024, reorganizations, public‑support tests, private‑foundation excise tax, Chapter 42 concerns) and handle IRS/state controversy support. • Partner with audit/advisory teams on tax topics connected to financing, bond compliance, endowments, contributed‑revenue models, and grant/award implications. • Drive client experience and growth: scope and price engagements, lead proposals and thought leadership, cultivate C‑suite/board relationships, and develop industry eminence. • Lead and coach managers/seniors/associates; set clear expectations, deliver timely feedback, build training content, and champion inclusion and belonging across the team. • Contribute to practice leadership: refine methodologies, strengthen workflows, and advance data/automation in the NFP tax practice. • Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
🎯 Requirements
• Credentials: CPA or EA (required). MS‑Tax or JD/LLM preferred. • Experience: 10+ years in exempt‑organization tax with progressive leadership; deep hands‑on expertise with 990/990‑PF/990‑T, UBIT, public‑support tests, private‑foundation rules, and multi‑state filings; controversy experience a plus. • Technical Excellence: authoritative knowledge of IRC sections applicable to exempt orgs, partnership taxation as it relates to NFP investments, and state/local requirements; strong research, writing, and review skills. • Leadership & Business Development: visible leadership in practice initiatives; ability to take on larger/more complex clients, run engagements end‑to‑end, meet economic goals, and coach/develop staff; active community involvement aligned with our values. • Client Influence: executive presence with boards, finance committees, and senior management; clear communication of complex tax concepts to non‑tax audiences. • Tools: proficiency with leading tax software/workflow platforms; comfort with data/automation to enhance efficiency and insights
🏖️ Benefits
• 14 firm holidays (including 2 floating) • Flex PTO • paid family leave • winter break • summer hours • remote work options • personalized benefits, including 401(k) employer match • multiple medical, dental, vision offerings with up to 90% employer‑paid premiums • pet insurance • interactive wellness platform • progressive mental‑health resources • Colleague Resource Groups (CRGs) • performance‑based bonuses • tuition reimbursement • dedicated coaching • rich learning through BPM University
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