Sobre este puesto de Fiduciary Accounting Manager en 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 Manager at BPM, you'll serve as a trusted advisor to high-net-worth families, trusts, estates, and fiduciary entities, helping clients navigate complex accounting, reporting, and administrative responsibilities with confidence. In this leadership role, you'll oversee fiduciary accounting engagements from planning through delivery, ensuring accurate financial reporting, compliance with fiduciary standards, and exceptional client service. You'll partner closely with trustees, wealth advisors, attorneys, and internal professionals while mentoring and developing team members, helping clients preserve and manage wealth across generations. Your expertise will drive operational excellence, strengthen client relationships, and provide the financial insight needed to support informed decision-making for sophisticated fiduciary structures.
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: This position is open to California residents only. Candidates who live 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:
- Lead fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships, ensuring timely delivery and exceptional client service.
- Review fiduciary accountings, trustee reports, and supporting schedules for accuracy, quality, and compliance with fiduciary and court requirements.
- Serve as a trusted advisor to trustees, beneficiaries, attorneys, family offices, and other professional advisors, resolving complex accounting and administration matters.
- Supervise, mentor, and develop team members across the U.S. and India, providing ongoing coaching, technical guidance, and performance feedback.
- Manage engagement budgets, staffing, workflow, and deadlines while maintaining high-quality deliverables and client satisfaction.
- Drive operational excellence by developing processes, training programs, and best practices that enhance efficiency and consistency across the practice.
- Support the growth of BPM's Fiduciary Accounting Services practice through relationship building, business development activities, and identifying opportunities to expand services for existing clients.
Requirements:
- Bachelor's degree in Accounting, Finance, or related field.
- 7+ years of fiduciary accounting, trust administration, estate administration, or related experience.
- Experience preparing and reviewing fiduciary accountings.
- Strong project management and organizational skills.
- Experience supervising and mentoring staff.
- Exceptional client service and communication skills.
- Ability to work independently in a remote environment.
- CPA designation.
- Experience with California fiduciary accountings and California Probate Code requirements.
- Public accounting or professional services experience.
- Experience working with offshore or distributed teams.
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.
