Advisory Manager - UHNW

July 1

Apply Now

Receive Emails with Similar Jobs

BPM LLP

WebsiteLinkedInAll Job Openings

Finance • Consulting • SaaS

BPM LLP is a large California-based accounting and consulting firm providing a wide range of services. These include assurance, advisory, tax, and IT consulting, with specialized expertise in areas like cybersecurity and risk advisory. The firm serves a diverse client base across multiple industries, including financial services, real estate, and technology. BPM is committed to delivering personalized service tailored to meet the specific needs of each client, facilitating business growth and compliance with industry regulations.

501 - 1000 employees

💸 Finance

☁️ SaaS

📋 Description

• BPM Overview • What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more. • B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it. • We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives. • While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day. • Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments. • Accounting Advisory Overview: • BPM’s Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsourced accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration. • In addition, as part of the Advisory Service Line, our Business Enterprise Services Team (BEST) works with clients on their ERP system implementation needs, introducing and utilizing technology, to streamline their accounting processes and procedures.

🎯 Requirements

• 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!