About this Fiduciary Accounting Supervisor role at Bpmcpa
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 Fiduciary Accounting Supervisor at BPM, you will play a vital role in helping high-net-worth individuals, families, trusts, estates, and fiduciaries manage complex financial matters with accuracy, care, and confidence.
In this role, you will serve as a trusted resource to trustees, attorneys, beneficiaries, and other stakeholders, helping them navigate complex trust and estate administration matters. Your work will provide clients with the financial transparency and insights needed to make informed decisions, protect assets, and preserve wealth across generations.
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.
Note: Candidates residing within commuting distance of a BPM office will be expected to follow a hybrid work schedule.
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)
- 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, 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
Responsibilities:
- Prepare and review fiduciary accountings for trusts, estates, conservatorships, and guardianships.
- Prepare trustee reports, supporting schedules, and related analyses.
- Analyze trust documents and apply fiduciary accounting principles.
- Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors.
- Assist with resolving accounting and administration issues.
- Ensure engagements are completed accurately and timely while meeting firm quality standards.
- Review work prepared by staff accountants and senior accountants.
- Provide coaching, feedback, and technical guidance to team members.
- Coordinate workflow and monitor engagement deadlines.
- Collaborate with team members located in both the U.S. and India.
- Support training initiatives and process improvements.
Requirements:
- Bachelor's degree in Accounting, Finance, or related field.
- 5+ years of fiduciary accounting, trust administration, estate administration, or related experience.
- Experience preparing fiduciary accountings and supporting schedules.
- Strong technical accounting and analytical skills.
- Experience reviewing work and mentoring staff.
- Excellent written and verbal communication skills.
- Strong organizational and project management abilities.
- CPA designation, or progress toward obtaining CPA certification.
- Experience with California fiduciary accountings and California Probate Code requirements.
- Public accounting, trust company, family office, or professional services experience.
- Experience working with remote or offshore teams.
- Interest in developing leadership and practice management skills.
Preferred
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.
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.
