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Accounting Advisory Supervisor - Family Office - Remote

Posted 2 weeks ago

Overview

The Accounting Advisory Supervisor at BPM will manage accounting services for ultra high-net worth individuals and family clients, providing comprehensive financial and business advisory services.

In Short

  • Manage accounting services for ultra high-net worth individuals and family clients.
  • Assist in month-end close, including A/P, A/R, and financial statement preparation.
  • Partner with senior consultants on ERP implementation needs.
  • Support managers on private company management and compilation reports.
  • Collaborate with the tax department for federal and state tax returns.
  • Participate in special projects for client growth and learning.
  • Work with a talented team of investment, legal, audit, and tax experts.
  • Provide innovative solutions to exceed client expectations.
  • Engage with multiple clients and projects concurrently.
  • Foster a people-centered culture within the firm.

Requirements

  • BS/BA in Accounting, Finance, or Business Management.
  • CPA or CPA in progress.
  • 3-5 years of experience in public accounting with a client-facing role.
  • Experience in family-owned businesses or wealth management accounting.
  • Familiarity with ERP systems and accounting packages.
  • Excellent communication skills.
  • Ability to manage multiple clients and projects.
  • Knowledge of GAAP preferred.
  • Leadership experience is a plus.
  • Exposure to real-estate closings is beneficial.

Benefits

  • Flexible work locations and schedules.
  • Recognition as one of the “Best Places to Work” in the Bay Area.
  • Opportunities for professional growth and development.
  • Access to a diverse range of clients and industries.
  • Supportive and inclusive work culture.

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