Accounting Advisory Senior Associate- UHNW Family Office

Remote; San Francisco (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible work arrangements

CPA exam resources

Remote work options

Professional development opportunities

Job summary

BPM is seeking an Accounting Advisory Senior Associate for its UHNW Family Office practice in San Francisco, CA. You will provide comprehensive financial and business advisory services to private owner-run companies, including family offices and startups, through outsourced accounting, cash flow modeling, and financial reporting.

You will join a collaborative team that helps clients secure financing, plan succession, and drive growth via tax planning, risk management, and M&A integration.

Qualifications

• BS/BA in Accounting, Finance, or Business Management or related field.
• A desire to pursue CPA/certification is expected.
• Minimum 4 years of public accounting and/or industry accounting experience.
• Experience with data conversions, ERP interfaces, reporting, and customization.
• Experience with QuickBooks, Intacct, NetSuite and/or other accounting platforms.

Responsibilities

• Manage accounting services for clients, including month-end close, A/P, A/R, journal entries, and reconciliations.
• Assist in preparing financial statements and reports for client engagements.
• Collaborate on engagement teams and support managers on small to mid-size private companies.
• Partner with senior consultants to assess client ERP needs and implement solutions.
• Contribute to team knowledge and provide actionable recommendations.

Skills

Public accounting experience

Leadership experience

Client management

GAAP knowledge

Analytical problem solving

Education

BS/BA in Accounting, Finance, or Business Management

CPA pursued

Tools

QuickBooks

Intacct

NetSuite

Bill.com

Expensify

Concur

Job description

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

Why Work for BPM:

• 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.

• 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.

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.