Fiduciary Accounting Leader for Trusts & Estates

BPM LLP; California; Hybrid; USD 114.000 - 150.000; Vollzeit

Benefits dieser Stelle

Flexible work arrangements

Well-being resources

Balance & flexibility with holidays/FT

CPA exam resources and BPM University

Zusammenfassung

BPM is seeking a Fiduciary Accounting Manager to lead fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships across the U.S. You will review accountings, reports, and schedules to ensure accuracy and compliance with fiduciary standards while delivering exceptional client service.

The role requires 7+ years in fiduciary accounting, strong project management, and the ability to mentor staff.

Qualifikationen

• 7+ years fiduciary accounting, trust/estate administration experience.
• Strong project management and organizational skills.
• Experience supervising and mentoring staff.
• Exceptional client service and communication skills.
• Ability to work independently in a remote environment.

Aufgaben

• Lead fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships.
• Review fiduciary accountings and trustee reports for accuracy and compliance.
• Advise trustees, beneficiaries, attorneys, and family offices on complex matters.

Kenntnisse

Fiduciary accounting experience

Project management

Staff supervision

Client service

Remote work independence

Ausbildung

Bachelor’s degree in Accounting/Finance or related field

Jobbeschreibung

BPM is seeking a Fiduciary Accounting Manager to lead fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships across the U.S. You will review accountings, reports, and schedules to ensure accuracy and compliance with fiduciary standards while delivering exceptional client service.

The role requires 7+ years in fiduciary accounting, strong project management, and the ability to mentor staff.