Tax Administration Associate

Bpm Llp

About The Position

The Tax Administration Associate provides administrative, coordination, and day-to-day support to BPM Tax Directors and Managing Directors, serving as their consistent point of contact while partner administrative support remains in the U.S. Under the direction of the Tax Administration Supervisor, the Associate supports the engagement lifecycle through responsive communication, accurate task execution, secure document handling, and consistent follow-through. The role collaborates with the broader Tax Administration team and uses cross-training and backup coverage to maintain consistent support. The Associate supports assigned Directors and Managing Directors with calendars, meetings, correspondence, Salesforce, and general administration. The role also assists with client onboarding and engagement workflows, monitors progress and outstanding items, provides status updates, and escalates concerns or delays. As secondary support, the Associate may assist with tax processing and other defined Tax Administration services. The position uses business applications and workflow platforms to coordinate routine processes, route documents, retrieve files, and address routine access issues. It also involves organizing and securely maintaining client engagement documentation, preparing and routing materials, and supporting meeting and event logistics. The Associate is expected to provide timely, accurate, professional service; participate in training and knowledge-sharing; identify process improvements; and follow BPM policies, procedures, confidentiality requirements, and information security standards.

Requirements

Strong organizational, administrative, and follow-through skills.
Excellent written and verbal English communication skills.
Ability to manage multiple priorities, deadlines, and detailed tasks.
Strong attention to accuracy and a proactive service mindset.
Comfort learning and using business applications, workflow systems, and Microsoft Office.

Nice To Haves

Experience in professional services, accounting, tax, legal, or consulting.
Dependable, organized, and comfortable working in a team environment.
Proactive in anticipating needs, sharing updates, asking questions, and escalating concerns appropriately.
Adaptable and willing to learn new processes, tools, and service areas.
Committed to ownership, consistency, confidentiality, and high-quality service.

Responsibilities

Serve as a consistent point of contact for an assigned group of Directors and Managing Directors.
Coordinate calendars, scheduling requests, and meetings, including meeting preparation and logistics.
Track follow-ups on open requests, action items, and deadlines.
Prepare and send routine correspondence on behalf of assigned Directors and Managing Directors.
Provide Salesforce and general administrative support.
Anticipate needs, manage competing priorities, and escalate issues to the Supervisor when needed.
Back up teammates and share knowledge through cross-training to maintain consistent coverage.
Support client onboarding and administration.
Monitor workflow dashboards, track engagement progress, and follow up on outstanding items and deliverables.
Provide timely status updates to engagement teams and raise concerns or delays to the Supervisor.
Assist with tax processing and other defined Tax Administration services as assigned.
Use approved platforms and assist with routine platform processes, document routing, and workflow coordination.
Retrieve files from third-party systems and help resolve routine access-related issues.
Escalate technical, security, or process concerns through established support channels.
Collect, organize, upload, retrieve, and securely maintain client engagement documentation.
Prepare, format, assemble, and route documents and administrative materials.
Assist with meeting materials, event coordination, and logistics, using the U.S. team for on-the-ground support when needed.
Maintain organized records and clear tracking of assigned work.
Participate in onboarding, training, cross-training, and knowledge-sharing activities.
Identify opportunities to simplify work, improve consistency, and reduce manual effort.
Follow BPM policies, standard operating procedures, confidentiality requirements, and information security standards, and handle client and firm information with care and discretion.