BPM Overview
At BPM, “Because People Matter” is more than a tagline—it’s the foundation of everything we do. As one of the largest California-based accounting firms with professionals across the country, we bring flexibility, innovation, and a people-first mindset to our clients and teams. Our diverse client base and collaborative environment create meaningful opportunities for growth and impact
Help Build a Growing Fiduciary Accounting Practice
BPM is seeking an experienced Fiduciary Accounting Manager to join our growing Fiduciary Accounting Services (FAS) practice. This is an exciting opportunity for a professional who enjoys technical fiduciary accounting, leading teams, building client relationships, and helping shape the future of a specialized practice.
We are looking for someone who wants more than just managing engagements. This role offers the opportunity to partner with firm leadership, work directly with attorneys and trustees, mentor staff across the U.S. and India, and play a meaningful role in expanding our Fiduciary Accounting Services practice.
Note: Candidates located near a BPM office will follow a hybrid work model, with 2–3 days per week in the office.
What You'll Do:
- Manage fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships.
- Review fiduciary accountings, trustee reports, and supporting schedules.
- Interpret trust documents and apply fiduciary accounting principles.
- Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors.
- Identify and resolve complex accounting and administration issues.
- Ensure work products meet firm quality standards and applicable court requirements.
- Supervise, coach, and develop team members located in both the U.S. and India.
- Review work and provide meaningful feedback and guidance.
- Manage engagement budgets, staffing, workflow, and deadlines.
- Assist in developing processes, training materials, and best practices.
- Foster a collaborative and high-performing team culture in a remote environment.
- Build relationships with attorneys, trustees, and referral sources.
- Participate in networking and business development activities.
- Identify opportunities to expand services for existing clients.
- Contribute to the continued growth and evolution of BPM's Fiduciary Accounting Services practice.
Client Service & Technical Leadership
Team Leadership
Practice Development
Required:
- 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.
- Existing relationships within the trust and estate community.
Preferred
What Success Looks Like:
- Serve as a trusted advisor to clients and referral sources.
- Independently manage complex fiduciary accounting engagements.
- Lead and develop team members across multiple locations.
- Help improve operational efficiency and service quality.
- Contribute to the growth and long-term success of BPM's Fiduciary Accounting Services practice.
In this role, you will:
Why BPM:
- Opportunity to help build and shape a growing specialty practice
- Direct interaction with firm leadership
- Meaningful and challenging client work
- Collaborative, entrepreneurial culture
- Competitive compensation and benefits
- Clear path for professional growth and advancement
If you're looking for an opportunity to make an impact, build relationships, lead a talented team, and help shape the future of a growing fiduciary accounting practice, we'd love to meet you.
Candidates with fiduciary accounting, trust administration, estate administration, probate accounting, family office, or trust and estate tax backgrounds are encouraged to apply.
Skills Required
- 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
- Existing relationships within the trust and estate community
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.
BPM LLP Insights
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
