Full-Time

Family Office UHNW Advisor-Must have Family Office Accounting experience

Updated on 5/2/2024

BPM LLP

1,001-5,000 employees

Audit, advisory, and tax services for multiple industries

Consulting

Financial Services

Consumer Goods

Mid, Senior, Expert

Remote in USA

Required Skills

NetSuite

Quickbooks

Requirements

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

Responsibilities

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

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.

Are you ready to take your career to new heights as a Family Office Advisor? Join our team and become an integral part of providing exceptional accounting and operational services to ultra-high net worth individuals and families.

As a Family Office Advisor, you will have the opportunity to collaborate with a talented team of investment, legal, audit, tax, and family office experts. Together, we will deliver high quality professional services to our esteemed clients. At BPM, our Business and Outsourcing Services team is renowned for offering comprehensive financial and business advisory services to private and owner-run companies. We specialize in supporting family-owned businesses, start-ups, and more.

In addition, as part of the Advisory Service Line, our Business Enterprise Services Team (BEST) works with clients on their ERP system implementation needs, introducing and utilizing technology, to streamline their accounting processes and procedures.

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.

Our Perks & Benefits:

· 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) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.

Flexibility: 14 Firm holidays including two floating holidays, Flex PTO, paid family leave, winter break, summer hours and remote work options, so you can balance challenging yourself with taking care of yourself.

As a Family Office Advisor, you will get to:

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.
Be a key player in taking charge of reviewing month-end and year-end financial statements, conducting account reconciliations, analyzing the general ledger, and coordinating annual audits.
Manage a team dedicated to each family office
Manage ad-hoc projects and draft proposals for engagements.
Join our weekly management meetings and contribute to driving the goals and objectives of our firm and practice.
Managing 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. You will motivate and mentor our staff by providing training, regular feedback, and career guidance.

For the Family Office Advisor, you will have:

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.
The ability to navigate through various technologies.
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

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.

BPM LLP

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At BPM LLP, employees are immersed in a diverse, forward-thinking environment that spans multiple sectors like agribusiness, consumer business, and technology. The firm leads in offering specialized expertise in emerging areas like blockchain and digital assets, alongside essential services in assurance, advisory, and tax. This comprehensive exposure and commitment to innovation make BPM LLP a prestigious workplace that consistently advances professional growth and industry standards.

Company Stage

N/A

Total Funding

N/A

Headquarters

San Francisco, California

Founded

1986

Growth & Insights

Headcount

6 month growth

↑ 0%

1 year growth

↑ 0%

2 year growth

↑ 24%