Teams at BPM LLP

Supervise flow-through tax engagements for partnerships, S corporations, closely held businesses, individuals, and fiduciaries. Review complex tax returns, research technical issues, identify planning opportunities, prepare recommendations, manage deadlines and budgets, and communicate regulatory developments. Mentor and review Associates and Seniors while maintaining quality, accuracy, and client service standards.

Lead state and local tax consulting and compliance engagements, including nexus studies, taxability analyses, exposure reviews, audit defense, and voluntary disclosures. Advise clients on multi-state tax matters, research tax laws, identify savings and risk mitigation opportunities, mentor tax professionals, manage client relationships, collaborate across service lines, and support business development.

Own the strategy, acquisition, and management of industry and professional association partnerships. Build repeatable programs, negotiate agreements, coordinate marketing and advisory teams, develop educational content, enable internal teams, and convert member engagement into qualified pipeline and closed revenue. Success is measured by associations signed, program development, sourced pipeline, and attributable revenue.