Fiduciary Accounting Supervisor
About The Position
BPM is seeking a Fiduciary Accounting Supervisor to join our growing Fiduciary Accounting Services (FAS) practice. This is an excellent opportunity for an experienced fiduciary accounting professional who enjoys client service, technical work, and team leadership while expanding their management skills. The Supervisor will play an important role in managing client engagements, reviewing staff work, mentoring team members, and supporting the continued growth of the practice. This position offers significant client interaction and exposure to complex trust and estate matters. 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.
- 5+ years of fiduciary accounting, trust administration, estate administration, or related experience.
- Experience preparing fiduciary accountings and supporting schedules.
- Strong technical accounting and analytical skills.
- Experience reviewing work and mentoring staff.
- Excellent written and verbal communication skills.
- Strong organizational and project management abilities.
Nice To Haves
- CPA designation, or progress toward obtaining CPA certification.
- Experience with California fiduciary accountings and California Probate Code requirements.
- Public accounting, trust company, family office, or professional services experience.
- Experience working with remote or offshore teams.
- Interest in developing leadership and practice management skills.
Responsibilities
- Prepare and review fiduciary accountings for trusts, estates, conservatorships, and guardianships.
- Prepare trustee reports, supporting schedules, and related analyses.
- Analyze trust documents and apply fiduciary accounting principles.
- Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors.
- Assist with resolving accounting and administration issues.
- Ensure engagements are completed accurately and timely while meeting firm quality standards.
- Review work prepared by staff accountants and senior accountants.
- Provide coaching, feedback, and technical guidance to team members.
- Coordinate workflow and monitor engagement deadlines.
- Collaborate with team members located in both the U.S. and India.
- Support training initiatives and process improvements.
- Assist with developing client relationships and delivering exceptional service.
- Participate in networking and professional development opportunities.
- Identify opportunities to improve engagement efficiency and client experience.
- Support practice growth initiatives as opportunities arise.
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.
- 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.
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
