BPM Overview:
What does BPM represent? It reflects innovation, opportunity, community, diversity, inclusion, flexibility, and much more. At its core, B-P-M stands for “Because People Matter,” emphasizing that our people are the driving force behind everything we do and how we do it.

We are a progressive, full-service accounting firm delivering modern solutions to businesses worldwide. We provide comprehensive assurance, tax, and consulting services, while offering our people and our community the support needed to live meaningful, purpose-driven lives.

Although we are one of the largest accounting firms headquartered in California, our flexible work arrangements allow us to employ professionals across the continent. Our teams and clients inspire us to deliver high-quality services and generate insights and ideas that fuel our ongoing success. Our clients represent diverse backgrounds and industries, ensuring our people are intellectually engaged every day.

BPM India Advisory Service Private Limited—formerly Burr Pilger Mayer India Private Limited—is a subsidiary of BPM LLP. Founded in 1986, BPM is one of California’s largest accounting and consulting firms and ranks among the top 50 nationwide. With 17 office locations, BPM serves emerging and mid-cap companies as well as high-net-worth individuals across a wide range of industries, including financial services, technology, life sciences, 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-established SEC practice supports approximately 35 public reporting companies, primarily in the technology sector.

Role Summary
As a Senior Associate, you will be integral to delivering R&D Tax Credit engagements, handling tasks from data analysis and technical writing to client communication and audit support. You will work closely with managers and senior managers, contribute to high-quality deliverables, and help ensure compliance with IRS requirements. This position provides a strong foundation for advancing into leadership roles within the R&D tax practice.

Responsibilities
• Prepare and review R&D tax credit calculations.
• Analyze client data and help develop technical surveys for R&D Tax Credit studies.
• Draft technical narratives and supporting documentation based on interviews with subject matter experts and client materials.
• Apply knowledge of the Internal Revenue Code, particularly Sections 41 and 174, to ensure proper credit calculation and substantiation.
• Perform tax research and support identification of complex issues related to R&D credit eligibility and documentation.
• Stay informed about updates in R&D tax credit regulations and industry best practices.
• Organize and analyze project data such as time tracking, general ledger details, and job costing reports.
• Prepare calculation templates using client information including wages, employee roles, and qualified research expenses.
• Assist in responding to IRS information requests and drafting technical memoranda.

Basic Qualifications
• 3–5 years of experience in public accounting or a mix of public accounting and industry/law.
• Bachelor’s degree in Accounting, Tax, or a related field.
• Progress toward or completion of CPA, EA, or CA certification preferred.
• Experience with R&D credit automation tools and strong Microsoft Excel skills.
• Familiarity with IRC Sections 41 and 174 and exposure to IRS examination procedures.

We may use artificial intelligence tools to support portions of the hiring process, such as reviewing applications, analyzing resumes, or evaluating responses. These tools assist our recruitment team but do not replace human decision-making. Final hiring decisions are made by people. If you would like more information about how your data is used, please contact us.