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Fiduciary Accounting Manager

BPM· Advisory – CAAS
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Hybrid (San Francisco Bay Area)$105k - $139kFull-timePosted 1mo ago

About the role

Leadership role overseeing fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships; provides expert accounting, reporting, and administration, mentors teams, and supports growth of the Fiduciary Accounting Services practice.

Responsibilities

  • Lead fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships, ensuring timely delivery and exceptional client service.
  • Review fiduciary accountings, trustee reports, and supporting schedules for accuracy, quality, and compliance with fiduciary and court requirements.
  • Serve as a trusted advisor to trustees, beneficiaries, attorneys, family offices, and other professional advisors, resolving complex accounting and administration matters.
  • Supervise, mentor, and develop team members across the U.S. and India, providing ongoing coaching, technical guidance, and performance feedback.
  • Manage engagement budgets, staffing, workflow, and deadlines while maintaining high-quality deliverables and client satisfaction.
  • Drive operational excellence by developing processes, training programs, and best practices that enhance efficiency and consistency across the practice.
  • Support the growth of BPM's Fiduciary Accounting Services practice through relationship building, business development activities, and identifying opportunities to expand services for existing clients.

Qualifications

  • 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.

Skills

Required:Fiduciary accountingTrusts, estates, and fiduciary administrationProject managementStaff supervision and mentoring

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)
  • Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options
  • Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University
  • Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another.
Last updated Oct 21, 2026. Interested? Apply on the company site.

About BPM

Tax, Advisory, and Accounting Firm | BPM

As a trusted accounting firm, BPM delivers tailored tax, advisory, and accounting services to drive your unique vision of success.

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