The Tax Systems Specialist manages tax technology systems, troubleshooting, user support, data management, and process execution, ensuring operational efficiency.
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Tax System Specialist, you will be responsible for the day-to-day maintenance, support, and optimization of tax technology systems, ensuring smooth operations and data integrity. This role is hands-on, focusing on system troubleshooting, user support, data management, and process execution. The ideal candidate will have experience with CCH tax software and will work closely with tax and IT teams to ensure efficiency, compliance, and seamless user adoption.
Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
System Management & Maintenance:
- Oversee the daily functionality of CCH tax software, ensuring systems are running smoothly.
- Support system updates, patches, and enhancements, working with IT and external vendors.
- Maintain system security and data integrity, ensuring compliance with firm policies and tax regulations.
User Support & Troubleshooting:
- Act as the go-to resource for tax professionals using CCH Axcess, Engagement and other core platforms.
- Provide troubleshooting and technical support, escalating complex issues to IT or vendors as needed.
- Assist with user setup, permissions, and configurations to ensure proper system access.
- Offer guidance on best practices for tax software usage to improve efficiency and accuracy.
Data Management & Reporting:
- Handle data imports, exports, and migrations within CCH and other tax platforms.
- Generate standard and ad-hoc reports for tax teams and leadership.
- Assist in compliance-related system updates, ensuring tax software reflects current regulations
Process Execution & Documentation:
- Document system processes, troubleshooting steps, and best practices for internal reference.
- Support workflow standardization to improve tax technology efficiency.
- Identify and recommend process improvements to enhance system performance and usability.
Qualifications & Skills:
- 3+ years of experience working with tax technology systems.
- Proficiency in CCH Axcess and CCH ProSystem fx Engagement.
- Strong problem-solving and troubleshooting skills with tax technology systems.
- Experience with system administration, data management, and reporting tools.
- Ability to assist tax professionals with software-related inquiries and technical needs.
- Strong attention to detail and ability to follow structured processes for system maintenance and updates.
What you get:
- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Who is successful at BPM:
- Caring people who put others first
- Self-starters who embody the BPM entrepreneurial spirit
- Authentic individuals with a diverse point of view
- Lifelong learners with a drive to excel
- Resilient people who rise to the occasion
We Have:
- Consistent recognition as one of the Bay Area’s “Best Places to Work”
- Recognition as “Top 5 Accounting Firm in the Bay Area”
- Summer Hours – Leave early on Friday afternoons from June to August!
- BPMU – A corporate university that’s dedicated to your career growth and development
- Flexibility in your day-to-day work schedule
- Rich diversity in the clients, industries, and overall work
Wondering if you should apply?
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
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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.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
Top Skills
Cch Tax Software
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