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Advisory Senior Manager – UHNW Private Client Services at BPM

Department: Advisory

Compensation

$110,000 – $140,000/yr

Setup
Remote
Type
Full-time
Level
senior
Posted

Description

BPM is seeking a senior accounting professional for its Business & Outsourcing Services team, which provides outsourced accounting, cash-flow modeling, financial reporting, tax planning, risk management, and advisory services to private and family-owned businesses. The role requires an active CPA license, a BS/BA in Accounting or Finance, at least seven years of accounting experience, three to five years of experience in a family-business or wealth-management environment, ERP and accounting-system experience, management and mentoring experience, and strong technical and communication skills. The posting is for prospective candidates and applies to San Francisco Bay Area candidates.

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