Advisory Manager - UHNW - Remote

Overview

The Advisory Manager at BPM will provide comprehensive financial and business advisory services to private, owner-run companies, focusing on UHNW individuals, while fostering a people-centered culture.

In Short

• Lead advisory services for UHNW individuals and family-owned businesses.
• Provide outsourced accounting services and financial reporting.
• Assist clients in securing loans and financing.
• Develop succession plans and exit strategies.
• Support company growth through tax planning and risk management.
• Implement and optimize ERP systems for accounting processes.
• Manage and mentor junior staff in the accounting team.
• Engage with clients and firm leadership professionally.
• Present complex accounting issues to various audiences.
• Contribute to a flexible work environment and culture.

Requirements

• Active CPA license.
• BS/BA degree in Accounting or Finance.
• Minimum 7 years’ experience in public accounting and industry.
• 3-5 years experience with UHNW individuals or family enterprises.
• Experience with ERP systems and data conversions.
• Knowledge of multiple entity accounting preferred.
• Experience with accounting tools like QuickBooks and NetSuite.
• Strong operational and technical accounting skills.
• Excellent communication and presentation skills.
• Demonstrated management experience.

Benefits

• Flexible work locations and schedules.
• Recognition as a top accounting firm to work for.
• Support for personal and professional development.
• Engaging work environment with diverse clients.
• Opportunities for career growth and mentorship.