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Leads fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships. Reviews fiduciary accountings and reports, advises trustees and professional partners, manages budgets and deadlines, and supervises distributed teams. Develops processes and training to improve operational efficiency while supporting client relationships and business development. Requires strong accounting, fiduciary administration, project management, communication, and staff leadership experience.

Manage accounting services for multiple clients, including month-end close, accounts payable and receivable, journal entries, reconciliations, and financial statement preparation. Support management and compilation reports, ERP implementations, data conversions, integrations, reporting, process improvements, and outsourced accounting engagements. Collaborate with client personnel and senior consultants while analyzing information and delivering actionable recommendations.

Manage and review U.S. international tax compliance engagements for clients with foreign operations. Advise on cross-border transactions, tax treaties, global structures, and international tax planning. Review Forms 5471, 8858, and 8865; coordinate multinational tax considerations; manage budgets and deadlines; mentor junior staff; maintain client relationships; monitor legislative changes; and support business development.

Assurance Interns receive audit training, analyze financial statements and disclosures, perform audit procedures, examine records and supporting documentation, and evaluate internal controls. They collaborate with audit teams to deliver quality work within client deadlines while gaining exposure to industries including financial services, real estate, nonprofits, and blockchain. The role also includes intern events, executive sessions, and collaborative projects.

Performs audit procedures, examines financial records, evaluates internal controls, analyzes financial statements, identifies discrepancies, and supports client relationships. The role includes training, professional development, and preparation for pursuing CPA licensure while working across industries such as financial services, real estate, nonprofit, and blockchain.

Supervise preparation and review of fiduciary accountings for trusts, estates, conservatorships, and guardianships. Analyze trust documents, prepare trustee reports and schedules, resolve accounting issues, and communicate with trustees, beneficiaries, attorneys, and advisors. Review staff work, mentor accountants, coordinate engagement workflows and deadlines, collaborate with U.S. and India-based teams, and support training and process improvements.

Supports IT audit and risk assurance engagements by researching accounting topics, applying IT auditing theory, identifying control issues, developing audit approaches, collaborating with clients, and auditing systems against SOX, SOC, ISO 27001, and FedRAMP frameworks. The role is hybrid in San Francisco or San Jose and is intended for students graduating between September 2027 and December 2029.

Supervise flow-through tax engagements for partnerships, S corporations, closely held businesses, individuals, and fiduciaries. Review complex tax returns, research technical issues, identify planning opportunities, prepare recommendations, manage deadlines and budgets, and communicate regulatory developments. Mentor and review Associates and Seniors while maintaining quality, accuracy, and client service standards.

Lead tax compliance, planning, and consulting engagements for cryptocurrency, blockchain, Web3, and digital asset clients. Advise on federal, state, and international tax matters involving transactions, token issuances, staking, mining, DeFi, and NFTs. Review complex tax filings and technical memoranda, manage client relationships, budgets, staffing, and profitability, mentor tax professionals, and help expand BPM’s digital asset tax practice.

Manage accounting advisory engagements, including reconciliations, month-end close, journal entries, accruals, variance analysis, financial reporting, and GAAP compliance. Review financial statements, research technical accounting issues, draft memos, support client onboarding, and improve accounting processes. Lead and coach Associates, manage client relationships, collaborate cross-functionally, and use accounting software and ERP systems to deliver client solutions.