Tax Administrative Associate

BPM LLP

. Provide administrative support to Partners, Directors, Managers, and Staff in the tax department .

Posted 10/17/2026full-timeBengaluru • IndiaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in administrative support within a tax department, including client management, project coordination, and document handling. Exhibits strong organizational skills, attention to detail, and effective communication abilities to manage multiple deadlines and support team collaboration.

Highest-signal resume keywords

CCH Axcess Tax ExperienceDocuSign ProficiencyMS Office ProficiencyClient Engagement ManagementPublic Accounting Familiarity

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax ProcessingProject ManagementData CleanupBasic Tax Forms KnowledgeClient Offboarding

Soft Skills

Excellent Communication SkillsAttention to DetailProblem-Solving AbilityInterpersonal SkillsOrganizational Skills

Tools & Technologies

CCH Axcess TaxSafeSendSalesforceDocuSignMS Office

Industry Keywords

Public AccountingTax ReturnsClient ManagementAdministrative SupportHigh-Volume Workload

About the role

Key responsibilities & impact

Provide administrative support to Partners, Directors, Managers, and Staff in the tax department
Assemble tax returns and extensions as a tax processor
Set up new clients in appropriate software applications
Update client information in systems
Process client disengagements and offboard clients in systems
Roll, extend, and close projects in appropriate software
Reassign projects to the appropriate job manager in software
Scan, copy, and save documents
Support other administrative team members during absences or high-volume workload periods
Handle sensitive situations diplomatically and escalate issues when appropriate
Prepare and track client engagement letters
Manage multiple deadlines
Participate in projects such as data cleanup
Work overtime during peak season, including some evenings and weekends

Requirements

What you’ll need

Minimum one year of related experience; preferably with an accounting firm
Experience in CCH Axcess Tax & SafeSend preferred but not required
Experience with DocuSign, Salesforce or similar CRM software preferred
Proficient skills in MS Office programs (Word, Excel, Outlook, PowerPoint)
Excellent verbal and written communication skills, including ability to proofread for errors
Familiarity with public accounting is a plus
Knowledge of basic tax forms and requirements is helpful
Organized, strong attention to detail, commitment to high-quality work, and problem-solving ability
Excellent interpersonal, collaboration, and communication skills
Ability to work in a fast-paced environment, multitask, prioritize requests, accommodate competing demands, manage priorities to meet deadlines, and use proactive customer service and communication skills

Benefits

Comp & perks

Flexible work locations and schedules
Resources to lead meaningful and purposeful lives
Overtime pay may apply for peak-season evenings and weekends (not explicitly stated, but overtime may be required)