The Role
Oversee outsourced accounting and financial advisory services for UHNW clients, family-owned businesses, startups, and private companies. Responsibilities include cash flow modeling, financial reporting, financing support, succession and exit planning, tax planning, risk management, ERP implementation, process optimization, and multi-entity accounting. The role also manages staff, mentors junior employees, and advises executives on complex accounting matters.
Summary Generated by Built In
BPM Overview
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 Advisory Manager, you will provide comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsourced accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.
In addition, as part of the Advisory Service Line, our Business Enterprise Services Team (BEST) works with clients on their ERP system implementation needs, introducing and utilizing technology, to streamline their accounting processes and procedures.
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.
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…
- 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
Requirements:
- An active CPA license.
- BS/BA degree in Accounting or Finance.
- Minimum 7 years’ experience between both public accounting and industry as part of an accounting function.
- Minimum 3-5 years related experience in a family owned business, family enterprise, family office, multi-family office, or wealth management accounting environment catering to UHNW individuals
- Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
- Experience with multiple entity accounting – some experience with Trusts (revocable, Irrevocable, Grantor, Non-Grantor), Single member LLCs, LPs, Partnerships Interests is preferred but not mandatory
- Experience with Insurance renewals, bill pay (RAMP, Bill.com, Brex, Expensify and similar tools)
- Experience using QuickBooks, Intacct and NetSuite and/or other accounting packages.
- Demonstrated management experience with increasing levels of responsibility.
- Experience developing and mentoring junior level staff.
- Strong operational and technical accounting background, including ability to research complex technical accounting issues independently.
- Professionalism and discretion in interacting with firm leadership and client executives.
- Strong presentation skills with the ability to address both executive and technical level audiences.
- Excellent verbal and written communication skills with strong attention to detail.
- High energy, enthusiasm and an entrepreneurial spirit!
Responsibilities:
- Oversee and deliver outsourced accounting support tailored to private, owner-run companies, including startups and family-owned businesses.
- Develop and maintain cash flow models and prepare financial reports to support strategic decision-making.
- Act as a liaison for clients in securing loans and financing, including factoring and other lending structures.
- Guide clients through succession planning and exit strategies, ensuring smooth transitions and long-term viability.
- Provide strategic tax planning and risk mitigation advice to support business growth.
- Identify and implement improvements in accounting systems and operational processes.
- 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.
Who is Succesul 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
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. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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.
Skills Required
- Active CPA license
- Bachelor's degree in Accounting or Finance
- At least 7 years of combined public accounting and industry accounting experience
- 3–5 years of experience in a family-owned business, family enterprise, family office, multi-family office, or wealth management accounting environment serving UHNW individuals
- Experience with data conversions, interfaces, integrations, reporting, and customization within ERP systems
- Experience with multiple-entity accounting
- Experience with trusts, including revocable, irrevocable, grantor, and non-grantor trusts; single-member LLCs; LPs; and partnership interests
- Experience with insurance renewals and bill-pay tools such as RAMP, Bill.com, Brex, or Expensify
- Experience using QuickBooks, Intacct, NetSuite, or other accounting packages
- Demonstrated management experience with increasing responsibility
- Experience developing and mentoring junior-level staff
- Strong operational and technical accounting background, including independent research of complex accounting issues
- Professionalism and discretion when interacting with firm leadership and client executives
- Strong presentation skills for executive and technical audiences
- Excellent verbal and written communication skills and strong attention to detail
- High energy, enthusiasm, and entrepreneurial spirit
BPM LLP Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BPM LLP and has not been reviewed or approved by BPM LLP.
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Leave & Time Off Breadth — Policies include generous PTO, multiple firm holidays, and seasonal breaks, with unlimited PTO available for certain roles. Feedback suggests these options enhance overall value even in a demanding industry.
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Healthcare Strength — Multiple medical, dental, and vision plan choices are offered with a strong employer-paid share, alongside HSA options and mental-health resources. Feedback suggests the breadth and depth of coverage are a core strength of the package.
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Flexible Benefits — Flexible and remote/hybrid work options are emphasized, along with alternative schedules. Feedback suggests this flexibility is a meaningful component of total rewards.
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The Company
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries. In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
