Advisory Senior Manager – UHNW Private Client Services

BPM Overview
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 Advisory Manager , you will provide comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsourced 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.
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.
What you get:

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Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility

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Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that…

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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

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Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University

Requirements:

- An active CPA license.

- BS/BA degree in Accounting or Finance.

- Minimum 7 years’ experience between both public accounting and industry as part of an accounting function.

- Minimum 3-5 years related experience in a family owned business, family enterprise, family office, multi-family office, or wealth management accounting environment catering to UHNW individuals

- Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.

- Experience with multiple entity accounting – some experience with Trusts (revocable, Irrevocable, Grantor, Non-Grantor), Single member LLCs, LPs, Partnerships Interests is preferred but not mandatory

- Experience with Insurance renewals, bill pay (RAMP, , Brex, Expensify and similar tools)

- Experience using QuickBooks, Intacct and NetSuite and/or other accounting packages.

- Demonstrated management experience with increasing levels of responsibility.

- Experience developing 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.

- High energy, enthusiasm and an entrepreneurial spirit!

Responsibilities:

- Oversee and deliver outsourced accounting support tailored to private, owner-run companies, including startups and family-owned businesses.

- Develop and maintain cash flow models and prepare financial reports to support strategic decision-making.

- Act as a liaison for clients in securing