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
BPM is seeking a Fiduciary Accounting Supervisor to join our growing Fiduciary Accounting Services (FAS) practice. This is an excellent opportunity for an experienced fiduciary accounting professional who enjoys client service, technical work, and team leadership while expanding their management skills.
The Supervisor will play an important role in managing client engagements, reviewing staff work, mentoring team members, and supporting the continued growth of the practice. This position offers significant client interaction and exposure to complex trust and estate matters.
Note: Candidates located near a BPM office will follow a hybrid work model, with 2–3 days per week in the office.
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 provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
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.
What You'll Do:
- 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.
- Assist with developing client relationships and delivering exceptional service.
- Participate in networking and professional development opportunities.
- Identify opportunities to improve engagement efficiency and client experience.
- Support practice growth initiatives as opportunities arise.
Client Service & Technical Responsibilities
Supervision & Team Development
Practice Support
Qualifications:
- 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.
Required
Preferred
What Success Looks Like:
- Manage fiduciary accounting engagements with increasing independence.
- Deliver high-quality service to clients and referral sources.
- Effectively supervise and develop staff members.
- Build trusted relationships with attorneys, trustees, and clients.
- Contribute to the continued growth and success of the Fiduciary Accounting Services practice.
In this role, you will:
Why BPM:
- Opportunity to work in a specialized and growing practice
- Direct exposure to firm leadership and experienced professionals
- Challenging and meaningful client work
- Collaborative and entrepreneurial culture
- Competitive compensation and benefits
- Strong opportunities for career advancement
Candidates with experience in fiduciary accounting, trust administration, estate administration, probate accounting, trust companies, family offices, or trust and estate tax are encouraged to apply.
Skills Required
- 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.
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
