Assurance Manager / Senior Manager

Posted 2 Days Ago
Be an Early Applicant
Santa Rosa, CA, USA
Hybrid
115K-175K Annually
Senior level
Professional Services • Business Intelligence
The Role
Leads planning and execution of multiple audit engagements, develops audit strategies, resolves engagement issues, manages and mentors accounting staff, applies complex accounting and auditing concepts, and builds client relationships. The role also supports client satisfaction, firm leadership, community engagement, and professional development while delivering actionable recommendations based on research and analysis.
Summary Generated by Built In

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 an Assurance Senior Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the audit and accounting process.

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)  
  • 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  
  • Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another. 

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: 

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.

Manage associate through supervisor level professionals and delegate engagement responsibilities.

Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.

Take the initiative to be a trusted leader within the Firm. 

Develop and execute audit strategy from planning to reporting.

Develop and maintain client relationships, thus driving client satisfaction.

Research, understand and apply complex accounting concepts and auditing procedures.

Develop, motivate, and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

Engage in various community activities to enhance the Firm’s brand within the North Bay.

Requirements: 

Licensed CPA.

BS/BA degree in Accounting, Finance, or related field.

5+ years’ experience in public accounting in a variety of industries including Consumer Products, Wine/Vineyard, Agriculture, and other similar industries preferred. 

Experience auditing complex accounts like inventory, farming and manufacturing activities, revenue, equity / stock options, etc.

Demonstrated leadership/supervisor experience.

Proven collaborator and inclusive communicator with colleagues and clients

Excellent oral and written communication skills.

Strong desire to continuously learn.

Competently analyzes and prioritizes information to make appropriate recommendations.

Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.

Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

Recruitment Fraud Warning: 

BPM LLP will never ask candidates to pay money, purchase equipment or gift cards, or provide financial information as part of the hiring process. All official communications regarding interviews and job offers will come exclusively from an email address ending in @bpmcpa.com or @bpm.com. If you receive a suspicious communication, please verify it through BPM’s official recruiting channels. 

Skills Required

  • Licensed CPA
  • Bachelor’s degree in Accounting, Finance, or a related field
  • 5+ years of public accounting experience
  • Experience auditing complex accounts, including inventory, farming, manufacturing, revenue, equity, and stock options
  • Leadership or supervisory experience
  • Strong oral and written communication skills
  • Ability to analyze and prioritize information and make recommendations
  • Ability to synthesize research into clear, actionable deliverables
  • Ability to identify root causes and implement pragmatic solutions
  • Public accounting experience in consumer products, wine/vineyard, agriculture, or similar industries

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.

  • 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.
  • 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.
  • 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.

BPM LLP Insights

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The Company
HQ: San Francisco, CA
1,033 Employees
Year Founded: 1986

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

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