Fiduciary Accounting Manager

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

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

Responsibilities:

• Lead fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships, ensuring timely delivery and exceptional client service.
• Review fiduciary accountings, trustee reports, and supporting schedules for accuracy, quality, and compliance with fiduciary and court requirements.
• Serve as a trusted advisor to trustees, beneficiaries, attorneys, family offices, and other professional advisors, resolving complex accounting and administration matters.
• Supervise, mentor, and develop team members across the U.S. and India, providing ongoing coaching, technical guidance, and performance feedback.
• Manage engagement budgets, staffing, workflow, and deadlines while maintaining high-quality deliverables and client satisfaction.
• Drive operational excellence by developing processes, training programs, and best practices that enhance efficiency and consistency across the practice.
• Support the growth of BPM's Fiduciary Accounting Services practice through relationship building, business development activities, and identifying opportunities to expand services for existing clients.

Requirements:

• Bachelor's degree in Accounting, Finance, or related field.
• 7+ years of fiduciary accounting, trust administration, estate administration, or related experience.
• Experience preparing and reviewing fiduciary accountings.
• 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.

Preferred

• CPA designation.
• Experience with California fiduciary accountings and California Probate Code requirements.
• Public accounting or professional services experience.
• Experience working with offshore or distributed teams.