Tax Software Support Specialist

BPM; United States; On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Assurance Manager to enhance client relationships through innovative strategies. This role focuses on the maintenance and optimization of tax technology systems, ensuring data integrity and smooth operations. The ideal candidate will demonstrate proficiency in CCH tax software and possess strong problem-solving skills. Join a company that values its people and fosters a culture of growth, flexibility, and collaboration. With a commitment to professional development and a supportive work environment, this opportunity is perfect for those looking to make a positive impact in their careers while enjoying a balanced work-life experience.

Benefits

Flexible work arrangements

Employee assistance program

14 Firm Holidays

Flex PTO

Tuition reimbursement

Professional development opportunities

Remote work options

Summer Hours

Wellness platform

BPM University

Qualifications

• 3+ years of experience with tax technology systems required.
• Proficiency in CCH Axcess and Engagement is essential.

Responsibilities

• Oversee daily functionality of tax software, ensuring smooth operations.
• Provide user support and troubleshooting for tax professionals.

Skills

CCH Axcess

CCH ProSystem fx Engagement

Problem-solving skills

Data management

Technical support

Education

Bachelor's degree in relevant field

Tools

CCH tax software

Job description

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 an Assurance Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the audit and accounting process.

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.

The Tax Systems Specialist is 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.

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.