← All roles

Accounting Advisory Senior Associate- UHNW Family Office

BPM· Advisory – CAAS
Apply on company site
Remote$90k - $120kFull-timePosted 2w ago

About the role

Accounting Advisory Senior Associate responsible for providing comprehensive financial & business advisory services to private owner-run companies including family-owned businesses and start-ups, via outsourced accounting, cash flow modeling, and financial reporting, plus loan financing support, succession planning, tax planning, risk management, and M&A integration.

Responsibilities

  • Manage accounting services for clients like assisting in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.
  • Work on engagement teams and support managers on small to mid-size private company management and compilation reports.
  • Participate in multiple engagements and interact with client personnel throughout the implementation.
  • Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations.
  • Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.
  • Participate in special projects for our clients that provide further growth and learning experiences, as needed.

Qualifications

  • BS/BA in Accounting, Finance, or Business Management
  • A desire to pursue your CPA.
  • Minimum 4 years' experience in public accounting and/or industry as part of an accounting function.
  • Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
  • Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.
  • Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
  • Demonstrated leadership experience.
  • Excellent oral and written communication skills.
  • Able to work with multiple clients and projects concurrently.
  • Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
  • Knowledge of GAAP is preferred.

Skills

Required:AccountingERP systemsQuickBooksLeadershipCommunication

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.

TaxAdvisoryAccountingWealth ManagementRisk ManagementBusiness GrowthSustainable Success
Company profileWebsite

More open roles at BPM