Advisory Senior Manager – UHNW Private Client Services at BPM

Job description

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Accounting Advisory Senior Manager- UHNW Family Office, you will be responsible for providing comprehensive financial & business advisory services to private owner-run companies including family-owned businesses and start-ups. You'll do this by providing outsourced accounting services, cash flow modeling, & financial reporting. We also represent companies in securing loans & financing, develop succession plans & exit strategies, and support company growth through tax planning, risk management, system & process optimization, and M&A integration. Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter. 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) 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 Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another. Who is successful at BPM: Caring people who put others first Self-starters who embody the BPM entrepreneurial spirit Authentic individuals with a diverse point of view Lifelong learners with a drive to excel Resilient people who rise to the occasion Responsibilities: You Have: An active CPA license. BS/BA degree in Accounting or Finance. Minimum 7 years’ experience between both public accounting and industry as part of an accounting function. Minimum 3-5 years related experience in a family owned business, family enterprise, family office, multi-family office, or wealth management accounting environment catering to UHNW individuals Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems. Experience with multiple entity accounting – some experience with Trusts (revocable, Irrevocable, Grantor, Non-Grantor), Single member LLCs, LPs, Partnerships Interests is preferred but not mandatory Experience with Insurance renewals, bill pay (RAMP, Bill.com, Brex, Expensify and similar tools) Experience using QuickBooks, Intacct and NetSuite and/or other accounting packages. Demonstrated management experience with increasing levels of responsibility. Experience developing and mentoring junior level staff. Strong operational and technical accounting background, including ability to research complex technical accounting issues independently. Professionalism and discretion in interacting with firm leadership and client executives. Strong presentation skills with the ability to address both executive and technical level audiences. Excellent verbal and written communication skills with strong attention to detail. High energy, enthusiasm and an entrepreneurial spirit! Wondering if you should apply? At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently.