Accounting Advisory Senior Associate- UHNW Family Office

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 Associate- 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

We Have:

• A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
• The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
• A regional presence in the Bay Area, while still serving our clients nationally and internationally.
• Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.

You Have (Requirements):

• BS/BA in Accounting, Finance, or Business Management
• A desire to pursue your CPA.
• Minimum 4 years' experience in public accounting and/or industry as part of an accounting function.
• Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
• Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.
• Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
• Demonstrated leadership experience.
• Excellent oral and written communication skills.
• Able to work with multiple clients and projects concurrently.
• Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
• Knowledge of GAAP is preferred.

You Will (Job Responsibilities):

• Manage accounting services for clients like assisting in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.
• Work on engagement teams and support managers on small to mid-size private company management and compilation reports.
• Participate in multiple engagements and interact with client personnel throughout the implementation.
• Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations.
• Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.
• Participate in special projects for our clients that provide further growth and learning experiences, as needed.