Fiduciary Accounting Manager

BPM
  • California, CA
    30+ days ago

    Job Description

    BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Fiduciary Accounting Manager at BPM, you'll serve as a trusted advisor to high-net-worth families, trusts, estates, and fiduciary entities, helping clients navigate complex accounting, reporting, and administrative responsibilities with confidence. In this leadership role, you'll oversee fiduciary accounting engagements from planning through delivery, ensuring accurate financial reporting, compliance with fiduciary standards, and exceptional client service. You'll partner closely with trustees, wealth advisors, attorneys, and internal professionals while mentoring and developing team members, helping clients preserve and manage wealth across generations. Your expertise will drive operational excellence, strengthen client relationships, and provide the financial insight needed to support informed decision-making for sophisticated fiduciary structures.

    Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

    Note: Candidates who live within commuting distance of a BPM office will be expected to follow a hybrid work schedule.

    Numbers & Facts

    LocationCalifornia, CA

    Skills

    • Accountingunmatched
    • Administrative Skillsunmatched
    • Business Process Managementunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • DNAunmatched
    • Decision Supportunmatched
    • Entrepreneurshipunmatched
    • Fiduciaryunmatched
    • Financial Complianceunmatched
    • Financial Reportingunmatched
    • High Net Worthunmatched
    • Leadershipunmatched
    • Mentoringunmatched
    • Regulatory Complianceunmatched

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