• 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.

• 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.

• Respond to and resolve second-level technical tickets (hardware, software, networking, and operating systems). • Provide support for physical and virtual servers (Windows Server, Linux, virtualization – Proxmox, VMware). • Maintain and configure firewalls (FortiGate, Sophos, among others). • Execute backup and restore routines (preferably using Veeam). • Support and guide the Level 1 support team (L1). • Document procedures, solutions, and incidents in the ticketing system. • Participate in IT infrastructure improvement projects. • Assist in the maintenance of email hosting systems (e.g., WHM, Postfix, Exim, Dovecot).

• Deliver high-quality support to customers of our SaaS product • Communicate and respond to varied technical business solutions to customers in a team environment, using our shared inbox tool to assist with customer inquiries • Resolve customer inquiries in a timely manner using full understanding of the product value, functions, features, and customer’s business needs • Monitor common customer questions/concerns and partner with cross-functional teams to suggest solutions • Empower customers to self-serve and help users navigate our on-demand success resources • Work collaboratively across teams — Customer, Marketing, Product, and Tech — to solve complex problems • Provide customer support via multiple channels including chat, and video calls