Tax Associate II -R&D Tax Credit; Serving US Tax Clients

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 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 keep our people intellectually challenged every day.

BPM India Advisory Service Private Limited - Formerly known as “Burr Pilger Mayer India Private Limited”. (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 different office locations, 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.

As a Senior Associate, you will play a key role in executing R&D Tax Credit engagements, from data analysis and technical drafting to client communication and audit support. You’ll collaborate closely with managers and senior managers, contribute to high-quality deliverables, and help ensure compliance with IRS standards. This role offers a strong foundation for future leadership within the R&D tax practice.

• Prepare and review R&D tax credit calculations.
• Analyze client-provided data and assist in developing technical surveys for use in R&D Tax Credit studies.
• Draft technical narratives and supporting documentation based on SME interviews and client-provided materials.
• Apply knowledge of the Internal Revenue Code, particularly Sections 41 and 174, to ensure compliance with credit quantification and substantiation.
• Conduct tax research and assist in identifying complex issues related to R&D credit eligibility and documentation.
• Stay current on developments in R&D tax credit regulations and industry best practices.
• Organize and analyze project data including time tracking, general ledger details, and job costing reports.
• Prepare calculation templates using client data such as wage information, employee roles, and qualified research expenses.
• Support the team in responding to IRS information requests and drafting technical memoranda.

• Minimum of 2-4 years of experience in specialty tax services including R&D credit, or public accounting or a combination of public accounting and industry/law.
• Bachelor’s degree in accounting, Tax, or related field.
• Progress toward or completion of CPA, EA, or CA certification is an added advantage.
• Experience with R&D Credit automation tools and strong proficiency in Microsoft Excel.
• Familiarity with IRC Sections 41 and 174 and exposure to IRS examination processes.