Accounting Advisory Senior Associate- UHNW Family Office

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.

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.

• 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.

• 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 Quick Books, Intacct, Net Suite and/or other accounting platforms.
• Working knowledge of , 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.

• Manage accounting services for clients like assisting in month-end close, including A/P, A/R, journal entries,…