Advisory Senior Manager – UHNW Private Client Services

3 weeks, 6 days ago
Full-time
Senior
Operations
BPM

BPM

BPM LLP is a top public accounting and advisory firm offering assurance, advisory, tax, and wealth management services with a focus on client success and innovation in business process management.

Diversified Financial Services
1K-5K
Founded 1986

Description

  • Oversee and deliver outsourced accounting services for private companies, startups, and family-owned businesses.
  • Develop cash flow models and prepare financial reports for strategic decision-making.
  • Support clients in securing loans, factoring arrangements, and other financing structures.
  • Guide succession planning and exit strategy development.
  • Provide tax planning and risk mitigation advice.
  • Improve accounting systems, processes, and procedures, including ERP implementations and technology adoption.
  • Support merger and acquisition integration activities.
  • Lead and mentor junior staff while managing client relationships and deliverables.
  • Promote paperless workflows, remote collaboration, and sustainable workplace practices.

Requirements

  • Active CPA license.
  • Bachelor’s degree in Accounting or Finance.
  • At least 7 years of combined public accounting and industry accounting experience.
  • 3–5 years of experience in family-owned businesses, family enterprises, family offices, multi-family offices, or wealth management accounting environments serving UHNW individuals.
  • Experience with ERP data conversions, integrations, reporting, and customization.
  • Experience with multiple-entity accounting; trust, LLC, LP, and partnership accounting experience preferred.
  • Experience with insurance renewals and bill-pay tools such as RAMP, Bill.com, Brex, or Expensify.
  • Experience with QuickBooks, Intacct, NetSuite, or other accounting platforms.
  • Progressive management experience, including developing and mentoring junior staff.
  • Strong technical accounting, research, communication, presentation, discretion, and attention-to-detail skills.

Benefits

  • Flexible work arrangements, remote work options, and personalized compensation and benefits choices.
  • 14 firm holidays, including two floating holidays, Flex PTO, paid family leave, winter break, and summer hours.
  • Wellness platform, incentives, employee assistance program, mental health resources, and colleague resource groups.
  • CPA exam resources and bonuses, tuition reimbursement, coaching, and BPM University classes and workshops.

Interested in this position?

Apply directly on the company website

Apply Now

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