Accounting Advisory Senior Associate- UHNW Family Office

Lever, Inc.; Northern (KY); Hybrid; USD 90,000 - 115,000; Full time

Job summary

BPM, in the San Francisco Bay Area, seeks a skilled Client Accounting and Advisory Services professional to manage accounting for private and family-owned businesses. You will coordinate month-end closes, A/P, A/R, journal entries, and financial statement prep, while guiding engagement teams.

The role supports ERP implementation needs, emphasizes data accuracy and cross-client collaboration, and offers a path toward CPA certification in a dynamic, inclusive firm.

Qualifications

• BS/BA in Accounting, Finance, or Business Management.
• A desire to pursue your CPA.
• Minimum4 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.

Responsibilities

• Manage accounting services for clients, including month-end close, A/P, A/R, journal entries, and reconciliations.
• Assist in preparing financial statements and working on engagement teams.
• Support managers on small to mid-size private company engagements.
• Collaborate with senior consultants to assess ERP implementation needs and craft innovative solutions.
• Contribute to the team by analyzing information and making actionable recommendations.
• Participate in special client projects for growth and learning.

Skills

Public accounting experience

Leadership experience

Oral and written communication

Client management

Multi-tasking

Education

Bachelor's degree in Accounting/Finance/Business

Tools

QuickBooks

Intacct

NetSuite

Bill.com

Expensify

Concur

Job description

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 Client Accounting and Advisory 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 outsourced accounting services, cash flow modeling, financial reporting. Family Office extends those services to the owners themselves, helping to manage the day to day complexities of wealth. We also represent owners and 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 Client Accounting and Advisory Services team (CAAS) works with clients on their ERP system implementation needs, introducing and utilizing technology, to streamline their accounting processes and procedures.

Why Work for BPM

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.

Requirements

• BS/BA in Accounting, Finance, or Business Management
• A desire to pursue your CPA.
• Minimum4 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.

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 membertothe 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.

$90,000 - $115,000 a year

The Salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location & qualifications.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.