Fiduciary Accounting Supervisor

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:

• Prepare and review fiduciary accountings for trusts, estates, conservatorships, and guardianships.
• Prepare trustee reports, supporting schedules, and related analyses.
• Analyze trust documents and apply fiduciary accounting principles.
• Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors.
• Assist with resolving accounting and administration issues.
• Ensure engagements are completed accurately and timely while meeting firm quality standards.
• Review work prepared by staff accountants and senior accountants.
• Provide coaching, feedback, and technical guidance to team members.
• Coordinate workflow and monitor engagement deadlines.
• Collaborate with team members located in both the U.S. and India.
• Support training initiatives and process improvements.

Requirements:

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of fiduciary accounting, trust administration, estate administration, or related experience.
• Experience preparing fiduciary accountings and supporting schedules.
• Strong technical accounting and analytical skills.
• Experience reviewing work and mentoring staff.
• Excellent written and verbal communication skills.
• Strong organizational and project management abilities.

Preferred

• CPA designation, or progress toward obtaining CPA certification.
• Experience with California fiduciary accountings and California Probate Code requirements.
• Public accounting, trust company, family office, or professional services experience.
• Experience working with remote or offshore teams.
• Interest in developing leadership and practice management skills.