Accounting Advisory Manager – UHNW Private Client Services

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) that… 
• 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, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University 

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!

Responsibilities:

• Oversee and deliver outsourced accounting support tailored to private, owner-run companies, including startups and family-owned businesses.
• Develop and maintain cash flow models and prepare financial reports to support strategic decision-making.
• Act as a liaison for clients in securing loans and financing, including factoring and other lending structures.
• Guide clients through succession planning and exit strategies, ensuring smooth transitions and long-term viability.
• Provide strategic tax planning and risk mitigation advice to support business growth.
• Identify and implement improvements in accounting systems and operational processes.
• Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.

Who is Succesul 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