BPM LLP

• Oversee multiple engagements and resolve all legal, regulatory, and accounting issues that arise during the audit engagement. • Supervise and manage services to our clients, which include preparation of audit strategy and business plans, setting engagement budgets, scheduling audits, selecting staff and assigning workloads, and financial reporting. • Develop and maintain client relationships, driving client satisfaction. • Research, understand and apply complex accounting concepts and auditing procedures. • Develop, motivate and mentor staff by providing training, regular feedback and career guidance while fostering a team environment. • Draft and assist in the delivery of proposals for engagements by knowing the range of firm services. • Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values. • Demonstrate advanced knowledge of U.S. accounting standards (GAAP), regulatory frameworks, and compliance requirements. • Manage complex engagements involving multi-jurisdictional financial reporting, U.S. tax law, and international business practices. • Advise clients on U.S. specific regulatory changes, risk management, and industry best practices, ensuring compliance across diverse markets. • Coordinate with cross-functional teams to address the unique challenges of servicing U.S.-based clients, including higher volume, complexity, and risk exposure.

• Manage and review international tax compliance engagements for U.S.-based clients with foreign operations. • Review U.S. international information returns, including Forms 5471, 8858, 8865, and other international reporting requirements. • Research and analyze international tax issues involving cross-border transactions, foreign entities, tax treaties, and global business structures. • Coordinate U.S. tax requirements with foreign jurisdiction tax considerations. • Support clients with international tax planning and consulting projects. • Review work prepared by Associates and Seniors and provide technical guidance and coaching. • Manage multiple engagements, budgets, and deadlines while maintaining high-quality client service. • Develop and maintain strong client relationships by serving as a trusted point of contact. • Stay current on changes in U.S. international tax legislation and regulations. • Collaborate with team members across the United States and internationally to deliver integrated client solutions. • Assist with business development initiatives and contribute to the growth of the International Tax practice.

• Work with the blockchain and digital assets leaders and partners. • Responsible for leading day-to-day execution and delivery of audit and advisory activities throughout the year. • Supervise associate level professionals and delegate engagement responsibilities. • Responsible for communicating and resolving audit matters that arise during the audit engagement with the support of the engagement manager. • Develop and maintain client relationships, thus driving client satisfaction. • Research, understand and apply complex accounting concepts and auditing procedures. • Draft financials and report audit findings (both verbal and written). • Develop, motivate, and mentor associates by providing training, regular feedback and career guidance while fostering a team environment. • Demonstrate advanced knowledge of U.S. accounting standards (GAAP), regulatory frameworks, and compliance requirements. • Manage complex engagements involving multi-jurisdictional financial reporting, U.S. tax law, and international business practices. • Advise clients on U.S. specific regulatory changes, risk management, and industry best practices, ensuring compliance across diverse markets. • Coordinate with cross-functional teams to address the unique challenges of servicing U.S.-based clients, including higher volume, complexity, and risk exposure.

• Work with the blockchain and digital assets leaders and partners. • Responsible for leading day-to-day execution and delivery of audit and advisory activities throughout the year. • Supervise associate level professionals and delegate engagement responsibilities. • Responsible for communicating and resolving audit matters that arise during the audit engagement with the support of the engagement manager. • Develop and maintain client relationships, thus driving client satisfaction. • Research, understand and apply complex accounting concepts and auditing procedures. • Draft financials and report audit findings (both verbal and written). • Develop, motivate, and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

• Serve as the primary point of contact for all incoming project requests • Manage and administer the project intake workflow from submission through approval/denial • Ensure all submissions include required documentation (business case, scope, risks, timeline, etc.) • Perform initial qualification of requests (project vs. operational work) • Partner with requestors and stakeholders to develop key project inputs, including (but not limited to): Business case and problem statement, ROI and financial impact details, Risks, dependencies, and constraints, Implementation approach and scope • Coordinate intake review cycles, including: Meeting preparation and facilitation when necessary, Tracking decisions and follow-ups, Ensure governance standards and processes are followed, Maintain transparency of request status to stakeholders • Assist in scoring and prioritization of requests based on defined criteria • Compile and present: Estimated timelines, Resource needs, Risks and dependencies • Support leadership by providing clear, structured decision inputs • Partner with business and IT teams to refine project requests • Communicate intake expectations and timelines to requestors • Provide guidance on intake requirements and templates • Identify and recommend improvements to the intake process • Track and report on: Intake volume, Approval rates, Cycle times, Maintain intake documentation, templates, and tools

• Serve as the primary point of contact for all incoming project requests • Manage and administer the project intake workflow from submission through approval/denial • Ensure all submissions include required documentation (business case, scope, risks, timeline, etc.) • Perform initial qualification of requests (project vs. operational work) • Partner with requestors and stakeholders to develop key project inputs including Business case and problem statement, ROI and financial impact details, Risks, dependencies, and constraints, Implementation approach and scope • Coordinate intake review cycles including meeting preparation and facilitation when necessary, tracking decisions and follow-ups • Assist in scoring and prioritization of requests based on defined criteria • Compile and present estimated timelines, resource needs, risks and dependencies • Partner with business and IT teams to refine project requests • Communicate intake expectations and timelines to requestors • Identify and recommend improvements to the intake process • Track and report on intake volume, approval rates, cycle times • Maintain intake documentation, templates, and tools.

• Serve as the primary liaison between Assurance and the Learning, Development, and Engagement team, ensuring effective communication and alignment of learning initiatives with business objectives. • Act as a strategic partner to business leaders, proactively identifying capability gaps and recommending forward-looking learning strategies informed by internal and external trends. • Monitor external trends in the accounting profession, Assurance standards, and regulatory environment, and translate insights into learning priorities and program recommendations. • Collaborate with stakeholders to ensure learning strategies are aligned with both immediate and long-term business goals. • Lead the strategic oversight of learning solutions, delegating development and delivery where appropriate. • Provide governance and guidance over onboarding and core curriculum programs. • Collaborate with our Learning Content Strategist and the larger L&D Team to create engaging learning materials, including presentations, manuals, e-learning modules, and hands-on exercises. • Facilitate experienced hire onboarding including technical and software training. • Facilitate technical training sessions, adapting content and delivery to effectively engage learners across varying experience levels—from A1s through Partners. • Coordinate CPE activities between the department and L&D, ensuring compliance with professional development requirements. • Design, develop, and deliver and support delivery of comprehensive new hire onboarding programs tailored to departmental needs. • Assess and evaluate the effectiveness of learning programs, making data-driven improvements as needed. • Foster a culture of continuous learning and professional growth within the department. • Coordinate with global offices to offer comparable live trainings. • Perform other duties as assigned by the Director or Senior Manager of Learning, Development & Engagement.

• Support day-to-day accounting operations for nonprofit clients, including month-end close, reconciliations, and financial statement preparation • Assist with fund accounting, including tracking restricted and unrestricted funds and supporting grant and donor reporting • Prepare and review financial reports for internal use and client stakeholders • Support year-end processes, including audit preparation and coordinating requests with auditors • Assist with process improvements and help implement best practices across client engagements • Work within accounting systems (e.g., QuickBooks, NetSuite, Intacct) and support data accuracy and reporting needs • Communicate with clients to gather information, resolve basic issues, and provide status updates

• Serve as the primary point of contact for all incoming project requests • Manage and administer the project intake workflow from submission through approval/denial • Ensure all submissions include required documentation (business case, scope, risks, timeline, etc.) • Perform initial qualification of requests (project vs. operational work) • Partner with requestors and stakeholders to develop key project inputs, including (but not limited to): Business case and problem statement, ROI and financial impact details, Risks, dependencies, and constraints, Implementation approach and scope • Coordinate intake review cycles, including: Meeting preparation and facilitation when necessary, Tracking decisions and follow-ups, Ensure governance standards and processes are followed • Assist in scoring and prioritization of requests based on defined criteria • Compile and present: Estimated timelines, Resource needs, Risks and dependencies • Partner with business and IT teams to refine project requests • Identify and recommend improvements to the intake process • Track and report on: Intake volume, Approval rates, Cycle times

• Support the execution of Caravel's sales and marketing programs, ensuring the GTM team has the materials, resources, and assets needed to support client engagements. • Serve as the primary point of contact for Caravel's GTM team on all material and asset requests, triaging and prioritizing based on pipeline activity and business impact. • Produce and maintain a comprehensive library of sales materials including vertical datasheets, pitch decks, proposal templates, and client-facing presentations. • Customize presentations and materials to support specific client engagements and opportunities, ensuring accuracy and brand consistency across all deliverables. • Coordinate client reference marketing across the Caravel marketing calendar. • Proactively identify gaps in the sales material library and work with the Director of Marketing Strategy to address them before they impact the GTM team's effectiveness. • Ensure all GTM-facing materials reflect current messaging, positioning, and solution areas across Caravel's vertical markets. • Manage and maintain Caravel's brand asset library, including logos, templates, imagery, and brand guidelines, ensuring all assets are current, accessible, organized, and properly versioned. • Coordinate design and production needs, managing timelines and deliverables to ensure materials are delivered on time and on brand. • Manage the day-to-day execution of Caravel's NetSuite co-marketing requirements, including asset submissions, portal management, and compliance with alliance marketing guidelines. • Maintain accurate and up-to-date project tracking within established project management systems, ensuring active initiatives, timelines, and deliverables are visible to the broader team.