BPM Overview:
What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more.
B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.
We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.
While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.
Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Accounting Advisory Overview:
BPM’s Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsource accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.
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.
Pay Range -$82,000- 130,000
The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.
We Have:
- A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
- The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
- A regional presence in the Bay Area, while still serving our clients nationally and internationally.
- Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.
You Have (Requirements):
- An active CPA license.
- Minimum 7 years’ experience in industry, preferably as a controller, public accounting experience a plus
- BS/BA degree in Accounting or Finance.
- Demonstrated management experience with increasing levels of responsibility
- Experience developing, training and mentoring junior level staff.
- Strong operational and technical accounting background, including ability to research complex technical accounting issues independently.
- Professionalism and discretion in interacting with firm leadership and client executives.
- Strong presentation skills with the ability to address both executive and technical level audiences.
- Excellent verbal and written communication skills with strong attention to detail.
- An extensive and diverse accounting background preferably within family office or for high-net-worth individuals
- Knowledge of various investment types utilized by high-net-worth individuals, such as managed portfolios and private equity, and an understanding of how to book the activity
- Experience with partnership accounting
- Proficiency in Microsoft Office, particularly Excel and QuickBooks
- Solid understanding and working knowledge of GAAP and financial statements
- Strong leadership, project management and client service skills
- Strong interpersonal skills with an approachable and professional demeanor
You Will (Responsibilities):
- Assist the Director overseeing the coordination of all accounting functions for high-net worth individuals/family clients and their investment entities
- Manage and motivate staff across multiple teams on a daily basis
- Drive the operational, financial, and reporting aspects of each engagement
- Oversee the clients’ accounts receivable, accounts payable and general ledger entries and maintenance
- Have responsibility to oversee review of month-end and year-end close of financial statements, account reconciliations, general ledger analysis, and annual audits, where applicable
- Oversee payroll for clients’ employees as needed
- Evaluate clients and implement firm accounting policies and procedures in conjunction with clients’ needs, and recommend process improvements
- Be responsible for managing any ad-hoc projects as needed
- Contribute to weekly management meetings to help drive the goals and objectives of the Firm and Practice
- Have “in-charge” responsibilities for small to mid-size private company family run businesses.
- Provide information to the tax department and prepare the client federal and state tax returns.
- Research, understand and apply complex accounting concepts, and understand processes and internal controls.
- Select staff and assign workloads.
- Develop and maintain client relationships, thus driving clients’ satisfaction.
- Develop, motivate and mentor staff by providing training, regular feedback and career guidance while fostering a team environment.
- Draft and assist in the delivery of proposals for engagements by knowing the range of firm services.
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Wondering if you should apply?
BPM is powered by knowledgeable, enthusiastic, and forward-thinking people committed to developing a culture of inclusion. We recognize, develop, and empower talent and encourage diversity of thought. Your point of view, skillset and experience will only make us stronger, so if you’re eager to share new ideas and try new things, we want to hear from you.
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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.
