Bookkeeping Manager - Tax Department
United States
Tax – Private Client Services (PCS) /
Full-time /
Hybrid
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. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Tax Department Overview
BPM’s Tax team (internally referred to as the Private Client Service Team) provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. Our Bookkeeping Manager will play a critical role in ensuring the accuracy and integrity of client financial records, supporting tax compliance, and leading a team of skilled bookkeepers.
Position Summary
The Bookkeeping Manager oversees a team of bookkeepers who support clients with limited internal bookkeeping expertise. This role is responsible for ensuring the accuracy of client general ledger records, managing workflow and deadlines, onboarding new clients, and serving as a key point of contact for both clients and internal tax teams.
Key Responsibilities:
- Supervise, mentor, and develop a team of bookkeepers, providing guidance, training, and performance feedback.
- Oversee the day-to-day bookkeeping operations for a diverse client base, ensuring timely and accurate completion of tasks such as accounts payable, customer invoicing, bank reconciliations, and compliance filings (1099s, payroll, sales tax).
- Manage task lists, deadlines, and workflow for the bookkeeping team, ensuring efficient allocation of resources and adherence to firm and client timelines.
- Onboard new clients, including assessing their bookkeeping needs, setting up systems and processes, and educating clients on best practices.
- Review and ensure the accuracy and completeness of client general ledger records prior to tax return preparation.
- Serve as a primary point of contact for clients, explaining financial concepts in clear, client-friendly language and providing proactive solutions to bookkeeping challenges.
- Identify and resolve discrepancies in client records, recommending process improvements and workflow enhancements.
- Maintain up-to-date knowledge of relevant tax compliance requirements and accounting standards.
- Foster a collaborative, inclusive, and client-focused team culture.
Required Skills & Qualifications:
- 7+ years of progressive bookkeeping experience, including supervisory or management responsibilities.
- Advanced proficiency with QuickBooks and Intacct (Sage Intacct); experience with NetSuite, MRI, and other accounting systems is a plus.
- Strong understanding of both accrual and cash basis accounting.
- Demonstrated ability to manage multiple priorities, deadlines, and client relationships.
- Excellent written and verbal communication skills, with the ability to explain complex financial information to non-accountants.
- Intermediate to advanced Microsoft Excel skills; experience with cloud-based accounting platforms and integrations.
- Strong attention to detail, analytical skills, and commitment to data integrity.
- Experience onboarding clients and implementing new bookkeeping processes.
- Commitment to maintaining client confidentiality and data security.
- Proactive, adaptable, and solutions-oriented mindset.
- Commitment to diversity, equity, and inclusion in the workplace.
Preferred Qualifications:
- ProAdvisor certification in QuickBooks or Intacct.
- Experience working in a public accounting firm or supporting tax compliance.
- Bachelor’s degree in Accounting, Finance, or related field.
- CPA or progress toward CPA is a plus.
What We Offer:
- Opportunity to lead a dynamic team and make a direct impact on client success.
- Support for professional development, including software certifications and CPA licensure.
- Flexible work locations and schedules.
- A collaborative, inclusive, and entrepreneurial firm culture.
- Competitive salary and benefits.
BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
