What You'll Do:

Client Service & Technical Leadership

• 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.

Team Leadership

• 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.

Practice Development

• 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.

Required:

• 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.

Preferred

• 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.

What Success Looks Like:

In this role, you will:

• Serve as a trusted advisor to clients and referral sources.
• Independently manage complex fiduciary accounting engagements.
• Lead and develop team members across multiple locations.
• Help improve operational efficiency and service quality.
• Contribute to the growth and long-term success of BPM's Fiduciary Accounting Services practice.

Why BPM:

• Opportunity to help build and shape a growing specialty practice
• Direct interaction with firm leadership
• Meaningful and challenging client work
• Collaborative, entrepreneurial culture
• Competitive compensation and benefits
• Clear path for professional growth and advancement

If you're looking for an opportunity to make an impact, build relationships, lead a talented team, and help shape the future of a growing fiduciary accounting practice, we'd love to meet you.

Candidates with fiduciary accounting, trust administration, estate administration, probate accounting, family office, or trust and estate tax backgrounds are encouraged to apply.