Family Office UHNW Advisor-Must have Family Office Accounting experience
Posted on 3/26/2024

1,001-5,000 employees

Comprehensive accounting and advisory services across industries
Company Overview
BPM LLP, one of the top 35 public accounting and advisory firms in the U.S., is recognized for its rapid growth and diverse industry expertise, ranging from agribusiness to technology. As a certified B Corp, it demonstrates a commitment to social responsibility while providing tailored accounting and consulting services, helping businesses navigate complex regulatory landscapes and capitalize on market opportunities. The firm's holistic approach, comprehensive expertise, and dedication to value-driven solutions make it a supportive environment for both clients and employees.
Financial Services
Consumer Goods

Company Stage


Total Funding





San Francisco, California

Growth & Insights

6 month growth


1 year growth


2 year growth

San Francisco, CA, USA
Experience Level
Desired Skills
Financial Accounting
Tax Accounting
Financial Controller
Financial Planning
  • 10 years experience of accounting experience with 5 years in Family office, preferably as a controller/ CFO
  • Sage Intact/NetSuite Software experience preferred
  • Public accounting experience a plus
  • Master’s degree in accounting/ finance, a strong working knowledge of GAAP financial statements and a non-active/ active CPA license is required
  • Demonstrated management and project management experience with increasing levels of responsibility with developing, training, and mentoring junior level staff
  • Strong operational and technical accounting background, including ability to research complex technical accounting issues independently, proficiency in various technological skills is essential
  • Professionalism and discretion in interacting with firm leadership, client executives, and technical level audiences
  • An extensive and diverse accounting background within family office or for ultra high-net-worth individuals
  • Experience interfacing with client and their advisors. Must be able to provide clients with white glove service
  • Knowledge of various investment types utilized by ultra high-net-worth individuals, such as managed portfolios and private equity, partnership accounting and an understanding of how to book the activity
  • Excellent verbal and written communication skills with strong attention to detail
  • Proficiency in Microsoft Office, QuickBooks and Sage Intacct
  • Strong interpersonal skills with an approachable and professional demeanor
  • Coordinate all accounting functions for Ultra high-net worth individuals/ family clients and their investment entities, including maintenance of accounts receivable, accounts payable, and general ledger entries
  • Review month-end and year-end financial statements, conduct account reconciliations, analyze the general ledger, and coordinate annual audits
  • Manage a team dedicated to each family office
  • Manage ad-hoc projects and draft proposals for engagements
  • Join weekly management meetings and contribute to driving the goals and objectives of the firm and practice
  • Manage relationship between small to mid-size family run business, internal BEST team, and external vendors
  • Collaborate with the tax department to provide crucial information and assist in preparing federal and state tax returns
  • Develop and nurture connections with clients, ensuring their satisfaction
  • Motivate and mentor staff by providing training, regular feedback, and career guidance