Senior Manager – UHNW Private Client Services

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $110k - $140k / year

⏰ Full Time

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BPM LLP

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

💼 Consulting

☁️ SaaS

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.

📋 Description

• Provide comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and startups • Oversee and deliver outsourced accounting support tailored to private, owner-run companies • Develop and maintain cash flow models and prepare financial reports for strategic decision-making • Act as a liaison for clients securing loans and financing, including factoring and other lending structures • Guide clients through succession planning and exit strategies • Provide strategic tax planning and risk mitigation advice • Identify and implement improvements in accounting systems and operational processes • Support clients’ ERP system implementation needs and introduce technology to streamline accounting processes and procedures • Support remote-first operations and paperless workflows through digital collaboration tools • Participate in recycling initiatives to minimize paper use and align with BPM’s values

🎯 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 • Experience with Trusts, Single member LLCs, LPs, and Partnerships Interests is preferred but not mandatory • Experience with insurance renewals and bill pay tools such as RAMP, Bill.com, Brex, and Expensify • Experience using QuickBooks, Intacct, 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 when interacting with firm leadership and client executives • Strong presentation skills for executive and technical audiences • Excellent verbal and written communication skills with strong attention to detail • High energy, enthusiasm, and an entrepreneurial spirit

🏖️ Benefits

• Total rewards package with flexible work arrangements, personalized benefit structures, and financial compensation options • Interactive wellness platform and incentives • Employee assistance program and mental health resources • Colleague Resource Groups (CRGs) • 14 firm holidays including 2 floating holidays • Flex PTO • Paid family leave • Winter break • Summer hours • Remote work options • CPA exam resources and bonuses • Tuition reimbursement • Coach program • Live classes, workshops, and seminars through BPM University