BPM Overview What does BPM stand forInnovation, opportunity, community, diversity, inclusivity, flexibility, and so much more. B-P-M stands for Because People Matter, because at our core, our people drive everything we do and how we do it. We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives. While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keeps our people intellectually challenged every day. Our initiatives and ideals lead to our continued recognition as one of the Best Places to Work in the Bay Area and beyond. 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. International Tax Services (ITS) Overview: Our growing International Tax Services (ITS) team is looking for a dynamic and driven individual interested in taking their career to the next level. As a member of the ITS team, you will work on a variety of tax issues for multinational corporate clients, including tax planning, restructuring, transfer pricing, and audit defense, as well as researching and writing memorandum, tax compliance, income tax provisions, preparation, and review. This position involves advising multinational businesses on the tax implications of cross-border transactions and coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy. You will have the opportunity to work with a variety of clients and prospective clients on consulting, compliance ,and provision projects. You will assume a high degree of responsibility and exposure within BPM. You Have (Requirements): Minimum 2-3 years experience in public accounting, law, or industry with an emphasis in International Tax A BS/BA degree in Accounting, Finance or related field MS in Taxation/LLM in Taxation/MBA -- a plus Ability to recognize, evaluate and communicate tax concepts and issues Demonstrated superior client service Strong written and oral communication skills You will (job responsibilities): Analyze data and prepare work papers and tax returns based on professional standards for a variety of entities and individuals with focus on international issues Ability to independently prepare international tax forms such as Form 5471, 5472, 8858, 8865, 8621, 8832, FBAR, 8938, 8992, 8993 926 and such other similar forms. Identify, research, and assess various international tax concepts and issues Possess and maintain a thorough knowledge of domestic and international tax concepts, laws, and issues, including IRS, Courts, and other regulatory bodies Provide tax provision and compliance services to a diverse base of corporate clients Develop and deliver innovative financial planning ideas that meet or exceed client expectations Oversee complex international tax research projects for a variety of clients and diverse industries Apply creative problem-solving skills to evaluate and select alternative actions to lessen international tax burdens Work with clients to minimize their global tax obligations and meet compliance requirements. Build on technical competence by keeping up to date on industry trends, developments, and technical authorities, and apply them to complex situations

BPM Overview: What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more. B-P-M stands for Because People Matter, because at our core, our people drive everything we do and how we do it. We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives. While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, making our people intellectually challenged daily. Burr Pilger Mayer India Pvt. Ltd. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 50 in the country. With 17 offices worldwide, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate, and construction. The Firm s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry. Summary We are looking for a highly skilled and experienced .NET Development Lead to build and lead our development team in the Bengaluru, India office. This role requires deep technical expertise, strong leadership, and excellent communication skills to effectively collaborate with the onshore U.S. team. The ideal candidate has a minimum of 10 years of hands-on development experience and at least 3 years in technical leadership capacity. This role requires active contribution to codebase alongside leading a small development team. Key Responsibilities: Build and lead a team of mid-level developers based in our Bengaluru, India office. Provide mentorship, technical guidance, and performance feedback to the development team. Collaborate with the U.S.-based on-shore development team to align goals and manage project deliverables. Assign and track tasks for the India-based team; ensure project deadlines and quality standards are met. Provide initial hands-on coding support to the U.S. team during the team s ramp-up phase. Conduct code reviews, ensure adherence to coding standards, and promote development best practices. Demonstrated ability to work across time zones and communicate effectively in cross-cultural, distributed development environments. Assist in support onboarding of development team members and help define coding standards, version control workflows, and release practices in coordination with U.S.-based leadership. Technical Skills and Qualifications: Proven communication and problem-solving skills, with a strong understanding of integration best practices. Strong analytical capabilities with the ability to gather, organize, analyze, and interpret requirements. 10+ years of hands-on experience with C# and the .NET framework, including .NET Core. 5+ years of experience working with JSON, RESTful APIs, and Web API development. 5+ years of front-end experience with HTML, CSS, JavaScript; familiarity with MS Blazor, Angular, Vue.js , or React is a plus. 5-7 years of experience with Microsoft SQL Server and T-SQL; strong understanding of RDBMS design principles. Experience with ORM tools such as Entity Framework and/or Dapper. Deep knowledge of object-oriented programming and design patterns (e.g., Dependency Injection, Singleton, MVC, Repository, Inversion of Control). Ability to write and maintain unit tests using xUnit or similar frameworks. Proficiency with Git or similar version control systems. Experience in analyzing both business and technical requirements, modeling processes, and mapping data flows. Familiarity with both REST and SOAP-based API protocols and schemas. Experience with cloud services (e.g., Azure App Services, Azure Functions, Key Vault, Blob Storage). Familiarity with CI/CD pipelines and tools like Azure DevOps. Exposure to microservices architecture and distributed systems is a bonus. Experience working in agile environments and using tools like DevOps. Technical Lead Requirements The ideal candidate for this role should not only possess deep technical skills but also demonstrate proven experience leading development teams. Key expectations for the Technical Lead aspect of this role include: Ability to mentor and guide mid-level developers on technical implementation and coding best practices. Experience conducting code reviews and enforcing coding standards. Proven track record of balancing hands-on development responsibilities with team leadership. Ability to break down complex technical tasks and delegate effectively. Experience setting up technical workflows, version control strategies, and CI/CD pipelines. Strong decision-making skills in areas of software design, architecture, and implementation priorities. Comfortable collaborating with stakeholders to align on technical deliverables and project timelines. Demonstrated ability to manage conflict, provide feedback, and build a positive engineering culture.

Oversee and manage the day-to-day operations of the offshore technical lab, ensuring efficient execution of NetSuite customization and integration projects. Lead the development and maintenance of custom NetSuite solutions using SuiteScript and other relevant technologies, ensuring adherence to best practices and coding standards. Direct the design, development, and deployment of integrations connecting NetSuite with external systems, leveraging middleware platforms (Boomi, Celigo, etc.) and direct API integrations as required. Collaborate with project managers, technical leads, and client stakeholders to define requirements, scope, and timelines for customization and integration projects. Establish robust quality control processes, code reviews, and testing protocols to ensure reliable, scalable, and high-performance solutions. Identify and implement process improvements and technical innovations to streamline development practices and enhance the integration framework. Provide regular updates, technical documentation, and performance metrics to senior leadership, ensuring transparency and alignment with project objectives. Key Requirements: Extensive hands-on experience with NetSuite customization using SuiteScript and familiarity with its architecture and development frameworks. Proven experience in designing and implementing integrations between NetSuite and external systems using middleware solutions (Boomi, Celigo) and API-based approaches. Demonstrated experience in managing technical teams, with strong leadership, mentoring, and project management skills in a dynamic, offshore environment. Solid understanding of software development methodologies, integration architectures, and best practices in code quality, testing, and deployment. Excellent analytical and troubleshooting skills, with the ability to navigate complex technical challenges and deliver innovative solutions. Strong verbal and written communication skills, capable of effectively translating technical concepts to non-technical stakeholders.

Key Responsibilities: Lead and manage all QA and testing activities for NetSuite implementations, ensuring robust test plans and execution strategies are in place. Oversee daily operations of the offshore testing lab, including resource allocation, scheduling, and performance monitoring. Develop, document, and enforce QA processes and best practices tailored to NetSuite implementations to ensure a seamless customer transition. Work closely with project managers, developers, and client teams to align testing strategies with project goals and customer requirements. Identify, track, and prioritize defects; work collaboratively with technical teams to resolve issues swiftly and effectively. Provide regular status reports, QA metrics, and improvement recommendations to senior leadership and project stakeholders. Key Requirements: Extensive hands-on experience with NetSuite, including configurations, customizations, and integrations in an ERP transformation context. Proven track record in QA and testing within ERP implementations; strong understanding of testing methodologies, automation, and defect management. Prior experience in managing offshore or distributed teams; excellent leadership, communication, and organizational skills. Solid technical background with the ability to understand complex system integrations and troubleshoot issues effectively. Strong focus on process improvement and quality assurance best practices; ability to develop and implement standardized testing procedures. Demonstrated analytical skills and a proactive approach to identifying and mitigating risks.

Assist with SOX or Internal Audit testing (both Business + ITGC) for clients based in the United States. Conduct Audits in accordance with standards like ITGC common controls, SSAE 18, and SOX. Attend walkthroughs during control testing and assist Managers/ Supervisors by taking detailed notes and documenting control objectives in working papers. Perform audit activities, from walkthroughs to report preparation, related to ITGC common controls, SSAE-18, SOX, and SOC 1,2 3, and ensure timely deliverables. Partners and communicates with the US IT-aligned team regularly. Provide day-to-day support to IT Assurance or Advisory Managers/Supervisors to assist with the timely submission of audit deliverables. Managing other audit-related work/activities, such as SOC summaries and setting up and finalizing the Binder or shared space. Qualifications: 2-3 years of post-qualification experience within IT consulting, IT internal audit, IT compliance, and ITGC, ISO, SSAE, or SOX engagements. CISA certification is mandatory. Working knowledge of SOC (1,2 3) audits is a plus. Ability to perform IT audits independently. bility to synthesize all forms of research into clear, thoughtful, actionable deliverables. Ability to run multiple engagements simultaneously. Expected to work on-site at the office. A forward-thinking and hands-on approach Excellent written and verbal communication skills Prior experience working with US stakeholders is an added advantage. A desire to learn. Team Player Working from Office

Responsibilities: Responsible for working with multiple client engagements throughout the year. Responsible for preparing, conducting, and documenting a process walkthrough that includes identification of key risks and mitigating controls. Development of control test plan strategy, sampling methodology and execution of control testing. Draft the evaluation of control testing including the recommendations for control enhancements (both verbal and written). Communicating issues that arise during the engagement with the support of the engagement manager. Develop and maintain client relationships, thus driving client satisfaction. Research, understand and apply complex accounting concepts and auditing procedures. Work as a team with Domestic U.S. engagement teams. Forward-thinking and hands-on approach. Strong written and verbal communication skills. Desire to continuously learn. Qualifications: 2-4 years of post-qualification experience in controls auditing and testing. Chartered Accountancy and/or Certified Internal Auditor (CIA) and/or CPA preferred. Strong command of the English language with excellent oral and written communication skills. Experience performing walkthroughs and controls testing of complex business processes such as the financial close reporting, inventory, equity, revenue, and payroll/HR. Experience control testing including the evaluation of the design and operational effectiveness. Strong desire to continuously learn. Competently analyze and prioritizes information to make appropriate recommendations. Ability to critically think and synthesize all forms of research into clear, thoughtful, actionable deliverables. Ability to understand client needs, identifies root causes of problems, and implements pragmatic solutions.

Position Overview: The HR Coordinator supports HR functions through recruitment assistance, onboarding, HR administration, employee relations, administrative support and other HR activities. This role plays a crucial part in maintaining HR operations and promoting positive employee experiences. The ideal candidate will be highly organized, detail-oriented, and capable of accurately managing multiple tasks in a fast-paced environment, with a focus on continuous improvement and collaboration. Responsibilities: Onboarding and offboarding Support: Maintain onboarding and offboarding termination process and new hire orientation program. Accountable for gathering and organizing all new hire documents. Prepares and delivers new hire orientation while verifying new hire documents. Conduct 30, 60, 90 days new hire check-ins with new hires. HR Operations Support: Maintain employee records and HR databases, and protect sensitive information Prepare accurate HR records Preparing, maintaining and updating standard operating procedures (SOPs). Collaborates with the HR Team for day today activities, report preparation and assist in ad-hoc HR reports, presentations and support as required Handle day-to-day HR administrative tasks, such as attendance, leave management, and payroll coordination Data Management, Compliance Reporting: Maintain accurate records in the Applicant Tracking System (ATS), ensuring data integrity across all talent processes. Assist in compiling and analyzing workforce planning data and support the preparation of reports and presentations for executive leadership. Assisting, maintaining and adhering to Firm related compliance requirements. Track and manage employee s Paid Time Off (PTO) and Holidays Prepare periodic HR reports and dashboards to ensure compliance with statutory regulations. Talent Acquisition Campus Recruitment: Manage the logistics of campus recruitment events, including coordinating event registrations, securing venues, and organizing promotional activities. Ensure that all materials and giveaways are ordered, branded, and aligned with the company s recruitment goals. Assisting and coordinating onboarding new employees, employees from newly integrated firms, and global colleagues. Provide support and coordination for recruitment projects, working closely with supervisors, hiring managers, and HR team members. Project Coordination Assist in planning and executing talent-related projects such as onboarding initiatives, campus events, employee experience programs, business combinations, and global talent strategy rollouts. Manage project documentation, track progress against goals, and support the development and implementation of standard operating procedures (SOPs) for talent operations. Process Improvement Collaboration: Facilitate communication and collaboration across HR sub-teams to ensure a unified approach to talent management. Identify and address issues affecting recruitment processes, implementing activities to continuously improve efficiency. Collaborate with Enterprise Technology Solutions (ETS) to optimize the use of HR systems and tools. Serve as a resource for recruitment policies, procedures, and practices, providing guidance to colleagues, HR team members, and other stakeholders as needed. Requirements: Bachelor s degree in Human Resources, Business Administration, or a related field. 3+ years of experience in Recruiting, HR, or talent management, preferably in a global environment. Experience with ATS (preferably Lever) and other talent management systems. Strong organizational and project management skills, with the ability to prioritize and multitask effectively. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and HR software. Exceptional communication skills, both written and verbal, with a high level of professionalism. Detail-oriented with a strong focus on accuracy and quality. Proactive problem-solver with a continuous improvement mindset. Adaptable and able to thrive in a fast-paced, dynamic environment. Ability to work independently and as part of a team, engaging with multiple stakeholders across different geographies.

Assist with SOX or Internal Audit testing (both Business + ITGC) for clients based in the United States. Conduct Audits in accordance with standards like ITGC common controls, SSAE 18, and SOX. Attend walkthroughs during control testing and assist Managers/ Supervisors by taking detailed notes and documenting control objectives in working papers. Perform audit activities, from walkthroughs to report preparation, related to ITGC common controls, SSAE-18, SOX, and SOC 1,2 3, and ensure timely deliverables. Partners and communicates with the US IT-aligned team regularly. Provide day-to-day support to IT Assurance or Advisory Managers/Supervisors to assist with the timely submission of audit deliverables. Managing other audit-related work/activities, such as SOC summaries and setting up and finalizing the Binder or shared space. Qualifications: 2-3 years of post-qualification experience within IT consulting, IT internal audit, IT compliance, and ITGC, ISO, SSAE, or SOX engagements. CISA certification is mandatory. Working knowledge of SOC (1,2 3) audits is a plus. Ability to perform IT audits independently. bility to synthesize all forms of research into clear, thoughtful, actionable deliverables. Ability to run multiple engagements simultaneously. Expected to work on-site at the office. A forward-thinking and hands-on approach Excellent written and verbal communication skills Prior experience working with US stakeholders is an added advantage. A desire to learn. Team Player Working from Office

Responsibilities : Supports Implementation of Oracle PBCS (Planning and Budgeting Cloud Service) / NSPB (NetSuite Planning and Budgeting) application Aligns business requirements and leading practices to implement a technical solution Assists in the development of end-user training materials, and as needed, deliver training to project team members and customers Develops technical specifications for recommended business processes, system design/configuration values/ reports, and system customizations Communicates timely status updates on assigned work and on-going activities Works collaboratively with the Practice Lead and other Consultants for any process improvements and solutions. 4+ years of technical experience in NSPB, PBCS, or EPBCS as a consultant or a System Administrator Proficient with Oracle NSPB / PBCS / EPBCS system structure, features, functions, and processes Strong understanding of Planning and Budgeting processes and platforms Ability to quickly understand and decompose financial, business, and technical concepts In-depth knowledge of Financial Data Management Enterprise Edition (FDMEE) Proficient with EPM Automation scripting Expertise in developing Business Rules using Calculation Manager Expertise in Smart View, Web Reports, and Dashboards.

Participating in business processes mapping including process analysis and design, gap analysis, functional system design and specifications, system configuration, development of system tests, procedures, and documentation. Analyzing business/technical requirements and objectives, perform fit/gap analysis, and provide recommendations. Documenting all engagements including the creation of design documents, technical specifications, process documentation, specification, system deployment documents, system integration and interface documents and publish reports as necessary. Providing key decision support, monitoring issue and risks, and creating mitigation plans for clients. Managing a full life cycle NetSuite ERP implementation from a technical, functional and/or organizational change management standpoint. SRP Module Is mandatory in NetSuite implementation. Leading organizational changes and business process improvements with clients. Specification development and Driving quality, testing and delivery methodology processes to ensure successful transition and client satisfaction. Identifying and minimizing project risk, communicating effectively with team members and clients and Serve as a leader to junior consultants. Requirements : Experience with NetSuite s Services Resource and planning module. A working knowledge of revenue and project accounting standards such as ASC606 and how they impact NetSuite. Extensive knowledge with Milestone Billing. Extensive knowledge with Charge Based Billing. Knowledge of time entry tied to project Records. Experience with Project Progress based Revenue Recognition and Sales order with Projects. Experience with work breakdown structure (nice to have).

Prepare and review R&D tax credit calculations Analyze data received from clients and prepare and review surveys to be used in the Research & Development (R&D) Tax Credit Study Draft reporting deliverables based on information gathered during the interview process and technical documents provided by clients Understand the Internal Revenue Tax code and the technical aspects of tax preparation and compliance Conduct tax research, identify complex tax issues, give recommendations to team members, as it relates specifically to the R&D Tax Credit Keep up-to-date on current R&D credit practices and tax law Manage, organize, and analyze project information including job costing, time sheet data, ledger information, and expense detail Prepare and review calculation templates based on client data input including wage information, employee information, contracted research expenses, and supply expenditures Assist with responding to IRS information requests and writing technical memoranda Basic Qualifications: Minimum of 9+ years of experience in public accounting or a combination of public accounting and industry/law with EA/CPA/CA professional certfication required. Bachelors degree in Accounting or Tax required. Prior experience working with Big 4 or other large firms Advanced skills in Microsoft Excel Prior experience working with R&D Credit automation software Strong technical knowledge of Internal Revenue Code Section 41 and Section 174 Direct experience working with IRS examinations Experience in working with Alteryx or Microsoft Power BI Some Key Notes: The R&D Tax Credit Manager works the R&D Tax Credit Practice on active R&D Studies in all four phases of the Study. These processes include quantification of credit amounts, qualification of projects through participation in client interviews, and substantiation through technical drafting and deliverables. An R&D Tax Credit Manager acts as a strategic consultant by providing feedback to clients and the R&D Tax Credit Service line members.

The Payroll Processing Specialist plays a crucial role in ensuring accurate and timely payroll processing for employees. This position requires a detail-oriented individual with a strong understanding of payroll regulations and practices, as well as proficiency in payroll software systems. The Payroll Processing Specialist will collaborate with various clients to gather necessary information, resolve discrepancies, and process payroll via client s chosen technology. Key Responsibilities: Perform routine payroll processing on a variety of payroll systems and a variety of client companies Review calculations to ensure accuracy in pay, overtime pay, deductions and tax withholdings Maintain employee level records to feed accurate payroll calculation Generate payroll reports Perform post processing activities Qualifications: Understanding of FLSA requirements Knowledge of US state specific wage and hour laws (e.g. overtime pay rules, final wage payment rules, meal and rest break requirements) Understanding of US/IRS payroll tax requirements and filing and remittance schedules Previous experience with Employee Self Service functions in payroll and HR systems Familiarity with US benefits compliance Prior experience processing paid leave as part of payroll transactions Process equity inclusions, relocation, imputed income, and other taxable inclusions Escalate payroll related issues, seek advice when faced with complex issues/problems and propose reasonable solutions. Execute payroll transactions into payroll applications ensuring accurate and timely entry. Ability to run standard and create ad hoc reports. Documents payroll processes and procedures. May train other payroll staff. May be back up to those who perform specialized tasks or activities. Bachelor s degree in Accounting, Finance, Human Resources, or a related field preferred. Working knowledge of HRIS, payroll and timekeeping systems. Proficiency in payroll software systems (e.g., ADP, UKG, Paychex) Proficiency with MS Office software (PowerPoint, Excel, Word, Outlook, Teams, SharePoint). Proven experience in payroll processing, with a thorough understanding of payroll best practices and compliance requirements. Strong attention to detail and analytical skills. Excellent communication skills, both written and verbal, with the ability to explain complex payroll concepts clearly to employees. Ability to handle sensitive information with discretion and maintain confidentiality. Excellent organizational skills Willingness and ability to overlap a few hours with the US time zone. Ability to deliver under tight deadlines, resourceful and solution oriented.

You Have (Requirements): Minimum 2-3 years experience in public accounting, law, or industry with an emphasis in International Tax A BS/BA degree in Accounting, Finance or related field MS in Taxation/LLM in Taxation/MBA -- a plus Ability to recognize, evaluate and communicate tax concepts and issues Demonstrated superior client service Strong written and oral communication skills You will (job responsibilities): Analyze data and prepare work papers and tax returns based on professional standards for a variety of entities and individuals with focus on international issues Ability to independently prepare international tax forms such as Form 5471, 5472, 8858, 8865, 8621, 8832, FBAR, 8938, 8992, 8993 926 and such other similar forms. Identify, research, and assess various international tax concepts and issues Possess and maintain a thorough knowledge of domestic and international tax concepts, laws, and issues, including IRS, Courts, and other regulatory bodies Provide tax provision and compliance services to a diverse base of corporate clients Develop and deliver innovative financial planning ideas that meet or exceed client expectations Oversee complex international tax research projects for a variety of clients and diverse industries Apply creative problem-solving skills to evaluate and select alternative actions to lessen international tax burdens Work with clients to minimize their global tax obligations and meet compliance requirements. Build on technical competence by keeping up to date on industry trends, developments, and technical authorities, and apply them to complex situations

As an Audit Senior, you would be expected to lead the field team on various interesting and complex audit assignments across multiple sectors, liaising with managers and partners when required. The clientele would span various industries, including financial services, manufacturing, etc. Job Responsibilities: Responsible for working with multiple client engagements. Prepare audit files, undertake audit planning, and lead/assist with fieldwork. Assist in work allocation and supervise more junior team members on audits, providing support, training, and reviewing their work. Ensure audit assignments are completed to a high standard, on time, and within the budgets agreed with the manager and partner. Maintain up-to-date and relevant technical knowledge of the industry. Building productive working relationships within the Firm and with clients as required. Develop and apply your technical knowledge through on-the-job training. Requirements: Minimum2-3 years post-qualification experience with BIG4s/international accounting firms. Qualified Chartered Accountant/CPA/ACCA. Knowledge and experience working on IFRS and UK GAAP. Knowledge of US GAAP will be an added advantage. Case ware/Mercia and CCH Engagement/Knowledge Coach experience would be an advantage. Strong command of English. Strong command over MSOffice tools. Strong analytical, organizational, and project management skills. Team player and team management experience will be an added advantage. Enjoy working as part of a team and self-motivated.

You Have (Requirements): Experience interacting with senior executives to determine new prospect parameters, qualify leads and manage expectations Proficiency in key prospect research tools including Pitchbook, ZoomInfo, Audit Analytics and an ability to continue to review new tools leveraging AI You Will (Responsibilities): Identify and qualify potential sales leads through online research, databases, and other sources. Generate detailed lists of vetted potential targets for outreach. Create and maintain detailed prospect profiles, updating based on recent developments. Research and analyze the market for new business opportunities, including continuously monitoring relevant data sources to identify trigger events and create a target list for outreach. Analyze market positioning and competitors strategies to provide insights that can be used to develop effective sales strategies. Stay up-to-date with industry news, market trends, and emerging technologies to provide informed recommendations for internal and external business development strategies. Collaborate and communicate closely with the business development team and key stakeholders at the firm to share relevant insights and findings. Identify opportunities to expand and enhance BPM s services to current accounts based on research findings. Capture and periodically facilitate responses for specific inbound lead activity. Provide support to aligned strategic account teams with relationship research, competitive and market research. Help create relevant presentations and customized, often in-depth, research reports to deliver marketing and relationship insights to business development and relationship leaders Manage all relevant data sources/current in-house tools and assist with ad hoc account and prospect-based research support as requested. Support direct mail campaigns and manage client and prospect gift platforms and related requests. Assist with training and onboarding for new team members on relevant research platforms, including but not limited to ZoomInfo and Pitchbook.

Role & Responsibilities: Strategy & Planning Develop IT operational plans that align with the firms overall objectives, focusing on robust and efficient IT service operations. Collaborate with senior management and US-based IT teams to set goals and deliverables, ensuring effective communication and stakeholder engagement across geographies. Implement technology solutions that enhance operational efficiency and the services delivered by the team globally. Service Operations Management: Provide daily operations of Tier 1, 2, 3 IT services provided by the support team in India. Ensure services are aligned with firm requirements and maintain continuity across all regions where BPM operates. Define, monitor, and optimize key performance indicators (KPIs) for IT operations to support organizational demands and future growth. Oversee incident and problem response, managing these according to their impact and severity from initiation to resolution. Produce, update, and manage IT team processes, documentation, and policies. Team Leadership and Development: Be part of initiatives for the IT team to cultivate a culture of high performance, ownership, and continuous improvement. Support strong collaboration and alignment between Indian and US IT teams, fostering a cohesive work environment. Ensure all IT service operations comply with predefined service level agreements (SLAs) and management policies, maintaining high-quality standards. Manage the helpdesk team, including scheduling, performance evaluations, and training. Analyze helpdesk activities to identify inefficiencies or recurring issues and implement changes to optimize processes. Coach staff to perform to their full potential and team expectations. Requirements: Formal Education, background, & Certification Bachelor s degree in a relevant field 7 - 12 years of related work experience and technical certifications Practical experience in managing IT services according to SLAs and achieving high service quality standards. Technical Knowledge & Experience 7-12 years of service desk or end user services experience with incident troubleshooting and escalation Been experienced with 24X7 production support, rotation shifts, ad-hoc availability for end user services. Must be willing to provide support for US PST & CST, & IST hours rotation shifts. Working knowledge or been experienced with O365, AZURE, SD Plus Administration, Microsoft Vendor coordination, AZURE AD, Active Directory on Prem support, AZURE Endpoint, Basic understanding on Exchange Admin, Networking, DHCP, DNS, Firewalls & VPN. Working knowledge or experienced with Manage Engine Administration & Templates, Service Desk Plus Administration, Active Directory Manager, Creation of Distribution Lists, Shared Mailbox, Dynamic DL creation. Good experience in troubleshooting with Microsoft applications i.e Outlook, MS Teams, MS Office, & OneDrive. Working knowledge of Windows client, iOS and Android operating systems. Having experience/Knowledge or must be willing to learn, understand accounting software (CCH, MS Dynamics, Lacerte and Pfx) new applications from Wolters Kluwer, Microsoft, Box, Bloomberg, Thompson Reuters, Intuit and managing Service Desk request software. Experienced with handling IT Assets like Laptops, Monitors, Docking stations, setup, and troubleshooting. Familiarity with Microsoft Products and Technology Experienced with Laptop OS imaging, desk side user assistance. Write, develop knowledgebase articles (SOPs, Known error database) and FAQ lists for end users and team. Able to find root causes of problems and quickly determine efficient solutions. Knowledge of applicable data privacy practices and laws. Excellent verbal and written communication skills with a customer service ethic. Comfortable under stress and exhibits poise and focus. Should be able to work under minimum supervision to handle customer focused support for remote and on-site employees. Escalate incidents with accurate documentation to appropriate team or vendor. Record, track, and document the service desk incident-solving process, including all successful and unsuccessful decisions made and actions taken, through to final resolution. Use remote tools and diagnostic utilities to aid in troubleshooting. Support installation and health of various accounting applications. Research solutions through internal and external knowledge sources as needed. Contribute to technician knowledge base and training as needed. Reinforce SLAs to manage end-user expectations. Knowledge of the unique challenges of supporting an enterprise with multiple offices and many remote workers around the world Provide suggestions for continual improvement.

You Have (Requirements): Qualified CPA or Chartered Accountant. Entity Controller, Audit background - OR - equivalent training in performing full financial statement preparation; including professional level of confidence in how all statements relate with each other. Key member of financial reporting and Audit Management team participating in month end closing, Statutory audits and year end group audit. Strong engagement with external auditors and cross functional team. As a part of month end closing, review BS and P&L/Full sets of account of the entities Point of contact for Group Audit of the entities within your responsibility and act as transaction owner or facilitator for queries relating to the group entities. Strong understanding of Accounting and Finance concepts and hands on experience on Finance system (Quick Books, Netsuite, Sage Intacct, SAP, Oracle or other accounting platforms. Minimum 5+ years experience in public accounting and/or industry as Controllership or part of an accounting function. Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems and identifies opportunities for process improvement. Working knowledge of Bill.com , Expensify, and/or concur is a plus. Demonstrated leadership experience and regarded as Subject matter expert. Excellent oral and written communication skills. Able to work with multiple clients and projects concurrently. Superior Teamwork skills Professional level of confidence in US GAAP or IFRS is required. You Will (Job Responsibilities): Manage accounting services for clients like assist in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements. Preparation, analysis, and presentation of Monthly, Quarterly and Annual Financial reporting to senior management and other key stakeholders Take full ownership and become subject matter expert for entire legal entities. Participate in multiple engagements and interact with client personnel throughout the implementation. Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client s expectations. Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions. Participate in special projects for our clients that provide further growth and learning experiences, as needed.

The IT Security Analyst performs two core functions for BPM. The first is the day-to-day operations of the in-place security solutions, while the second is identifying, investigating, and resolving security breaches detected by those systems. Secondary tasks may include involvement in implementing new security solutions, participation in creating and maintaining policies, standards, baselines, guidelines, and procedures, assisting with E-Discovery, and conducting vulnerability audits and assessments. The IT Security Analyst is expected to be fully aware of the enterprise s security goals as established by its stated policies, procedures, and guidelines and to work to uphold those goals. Responsibilities: Strategy & Planning Participate in the planning and design of enterprise security architecture under the direction of the IT Security Manager, where appropriate. Participate in creating and maintaining enterprise security documents (policies, standards, baselines, guidelines, and procedures) under the direction of the IT Security Manager, where appropriate. Acquisition & Deployment Maintain up-to-date detailed knowledge of the IT security industry, including awareness of new or revised security solutions, improved security processes, and the development of new attacks and threat vectors. Recommend additional security solutions or enhancements to existing security solutions to improve overall enterprise security. Perform the deployment, integration, and initial configuration of all new security solutions and any enhancements to existing security solutions following standard best operating procedures generically and the enterprise s security documents specifically. Operational Management Maintain up-to-date baselines for the secure configuration and operations of all in-place devices, whether under direct control (i.e., security tools) or not (e.g., workstations, servers, network devices). Maintain operational configurations of all in-place security solutions per the established baselines. Monitor all in-place security solutions for efficient and appropriate operations. Review logs and reports of all in-place devices, whether they are under direct control (i.e., security tools (Microsoft Sentinel, Defender, etc.)) or not (e.g., workstations, servers, network devices). Interpret the implications of that activity and devise plans for appropriate resolution. Participate in investigations into problematic activity. Participate in E-Discovery projects. Participate in the design and execution of vulnerability assessments, penetration tests, and security audits. Participate in application and vendor reviews which involve assessing risks, compliance with security requirements, verifying adherence to regulatory standards and organizational security policies. Provide on-call support for end users for all in-place security solutions. Position Requirements: Formal Education & Certification College diploma or university degree in Computer Science and/or two years equivalent work experience. One or more of the following certifications: CompTIA Security+ GIAC Information Security Fundamentals Microsoft Certified Systems Administrator: Security Associate of (ISC)2 Knowledge & Experience Extensive experience working in a SOC environment responding to incidents and breaches. Experience with firewalls, intrusion detection systems, anti-virus software, data encryption, and other industry-standard techniques and practices. Experience in E-Discovery, including content searches and relevant procedures and practices. Experience with current systems software, protocols, and standards. Working technical knowledge of network, PC, and platform operating systems Strong understanding of IP, TCP/IP, and other network administration protocols. Strong understanding of applicable practices and laws relating to data privacy and protection. Familiarity with switches, routers, and Firewalls. Personal Attributes: Proven analytical and problem-solving abilities. Ability to effectively prioritize and execute tasks in a high-pressure environment. Good written, oral, and interpersonal communication skills. Ability to conduct research into IT security issues and products as required. Ability to present ideas in business-friendly and user-friendly language. Highly self-motivated and directed. Keen attention to detail. Team-oriented and skilled in working within a collaborative environment.

Responsibilities: Responsible for working with multiple client engagements throughout the year. Responsible for preparing, conducting, and documenting a process walkthrough that includes identification of key risks and mitigating controls. Development of control test plan strategy, sampling methodology and execution of control testing. Draft the evaluation of control testing including the recommendations for control enhancements (both verbal and written). Communicating issues that arise during the engagement with the support of the engagement manager. Develop and maintain client relationships, thus driving client satisfaction. Research, understand and apply complex accounting concepts and auditing procedures. Work as a team with Domestic U.S. engagement teams. Forward-thinking and hands-on approach. Strong written and verbal communication skills. Desire to continuously learn. Qualifications: 2-4 years of post-qualification experience in controls auditing and testing. Chartered Accountancy and/or Certified Internal Auditor (CIA) and/or CPA preferred. Strong command of the English language with excellent oral and written communication skills. Experience performing walkthroughs and controls testing of complex business processes such as the financial close reporting, inventory, equity, revenue, and payroll/HR. Experience control testing including the evaluation of the design and operational effectiveness. Strong desire to continuously learn. Competently analyze and prioritizes information to make appropriate recommendations. Ability to critically think and synthesize all forms of research into clear, thoughtful, actionable deliverables. Ability to understand client needs, identifies root causes of problems, and implements pragmatic solutions.

Attention to details in preparing individual, trust, partnership, and corporate tax returns and High Net-Worth Taxation. Oversee complex tax research projects for a variety of clients and diverse industries. Manage the day-to-day delivery of tax services to the Domestic (US) engagement teams. Be the go-to person in their respective core area of 1040 Tax Compliance. Individual Skillsets: Installment sale, sale of home, PTP Basis calculation, Hedge fund K-1s, Familiar with medium to complex returns, Hedge Fund / K-1, Good knowledge on International Forms (8938, 5471, 8621, 5472, 8858, 8865), Gift Tax Return, Form 990 (Not Mandatory) Technical skillsets: SurePrep, CCH / GoSystems / Fasttax / Lacerte Software, BNA. Research skills like Checkpoint, BNA, Bloomberg, and Written Tax research memos. You Will (Job Responsibilities): Minimum 2 years of post-qualification experience with U.S. accounting firm. Exposure to U.S. Taxation required Strong command of the English Language Strong commitment to an entrepreneurial work ethic Competently analyzes and prioritizes information to make appropriate recommendations Ability to work with multiple managers simultaneously and communicate as a team with the India and Domestic (US) engagement teams as needed.