What You'll Do:

Client Service & Technical 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.

Supervision & Team Development

• 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.

Practice Support

• 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.

Qualifications:

Required

• 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.

Preferred

• 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.

What Success Looks Like:

In this role, you will:

• Manage fiduciary accounting engagements with increasing independence.
• Deliver high-quality service to clients and referral sources.
• Effectively supervise and develop staff members.
• Build trusted relationships with attorneys, trustees, and clients.
• Contribute to the continued growth and success of the Fiduciary Accounting Services practice.

Why BPM:

• Opportunity to work in a specialized and growing practice
• Direct exposure to firm leadership and experienced professionals
• Challenging and meaningful client work
• Collaborative and entrepreneurial culture
• Competitive compensation and benefits
• Strong opportunities for career advancement

Candidates with experience in fiduciary accounting, trust administration, estate administration, probate accounting, trust companies, family offices, or trust and estate tax are encouraged to apply.