Fiduciary Accounting Manager

BPM LLP•California, CA

1d•$105,000 - $140,000•Hybrid

About The Position

BPM is seeking an experienced Fiduciary Accounting Manager to join our growing Fiduciary Accounting Services (FAS) practice. This is an exciting opportunity for a professional who enjoys technical fiduciary accounting, leading teams, building client relationships, and helping shape the future of a specialized practice. We are looking for someone who wants more than just managing engagements. This role offers the opportunity to partner with firm leadership, work directly with attorneys and trustees, mentor staff across the U.S. and India, and play a meaningful role in expanding our Fiduciary Accounting Services practice. Candidates located near a BPM office will follow a hybrid work model, with 2-3 days per week in the office.

Requirements

Bachelor's degree in Accounting, Finance, or related field.
7+ years of fiduciary accounting, trust administration, estate administration, or related experience.
Experience preparing and reviewing fiduciary accountings.
Strong project management and organizational skills.
Experience supervising and mentoring staff.
Exceptional client service and communication skills.
Ability to work independently in a remote environment.

Nice To Haves

CPA designation.
Experience with California fiduciary accountings and California Probate Code requirements.
Public accounting or professional services experience.
Experience working with offshore or distributed teams.
Existing relationships within the trust and estate community.

Responsibilities

Manage fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships.
Review fiduciary accountings, trustee reports, and supporting schedules.
Interpret trust documents and apply fiduciary accounting principles.
Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors.
Identify and resolve complex accounting and administration issues.
Ensure work products meet firm quality standards and applicable court requirements.
Supervise, coach, and develop team members located in both the U.S. and India.
Review work and provide meaningful feedback and guidance.
Manage engagement budgets, staffing, workflow, and deadlines.
Assist in developing processes, training materials, and best practices.
Foster a collaborative and high-performing team culture in a remote environment.
Build relationships with attorneys, trustees, and referral sources.
Participate in networking and business development activities.
Identify opportunities to expand services for existing clients.
Contribute to the continued growth and evolution of BPM's Fiduciary Accounting Services practice.