Accounting Advisory Senior Associate- UHNW Family Office

Why Work for BPM: 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 .

Requirements: You Have (Requirements):

• BS/BA in Accounting, Finance, or Business Management

• A desire to pursue your CPA.

• Minimum 4 years' experience in public accounting and/or industry as part of an accounting function.

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

• Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.

• Working knowledge of Bill.com, Expensify, and/or Concur is a plus.

• Demonstrated leadership experience.

• Excellent oral and written communication skills.

• Able to work with multiple clients and projects concurrently.

• Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.

• Knowledge of GAAP is preferred.

Responsibilities: You Will (Job Responsibilities):

• Manage accounting services for clients like assisting in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.

• Work on engagement teams and support managers on small to mid-size private company management and compilation reports.

• Participate in multiple engagements and interact with client personnel throughout the implementation.

• Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations.

• Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.

• Participate in special projects for our clients that provide further growth and learning experiences, as needed.