Accounting Advisory Supervisor- Family Office

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. BPM offers a rich diversity in clients, industries, and overall work. 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 outsource 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.

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 Will (Job Responsibilities):

• Manage accounting services for clients like assist in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements for Ultra high-net worth individuals/ family clients and their investment entities.

• 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. 

• 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

• Managing relationship between small to mid-size family run business , internal BEST team and external vendors

• Collaborate with the tax department to provide crucial information and assist in preparing federal and state tax returns

• 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. 

As a Family Office Supervisor, you will have the opportunity to collaborate with a talented team of investment, legal, audit, tax, and family office experts. Together, we will deliver high quality professional services to our elite clients. At BPM, our Business and Outsourcing Services team is renowned for offering comprehensive financial and business advisory services to private and owner-run companies. We specialize in supporting family-owned businesses, start-ups, and more. 

You Have (Requirements):

• BS/BA in Accounting, Finance, Business Management

• CPA or CPA in progress.

• Minimum 3 years related experience in public accounting with a client facing role.

• 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 payroll platforms like ADP, Gusto and Paychex

• Experience using QuickBooks, Intacct and NetSuite and/or other accounting packages.

• Demonstrated leadership/supervisor experience, team management is a plus.

• 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.

• Not necessary, but good to have some exposure to real-estate closings, closing doc managements, rental property and rent tracking.

$90,000 - $115,000 a year