---
title: 'Fiduciary Accounting Manager at BPM LLP'
canonical: 'https://feeny.ai/job/fiduciary-accounting-manager-bpm-llp-california-mzv7r7pb9d0a'
type: 'job'
last_seen: '2026-09-14'
---

# Fiduciary Accounting Manager at BPM LLP

- **Company:** BPM LLP
- **Location:** California
- **Compensation:** $114k–$150k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-11
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.lever.co/bpmcpa/f552fd88-5885-46ea-aab5-216a85e03cab

## Job description

BPM – where caring and community is in our company DNA;  we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Fiduciary Accounting Manager at BPM, you'll serve as a trusted advisor to high-net-worth families, trusts, estates, and fiduciary entities, helping clients navigate complex accounting, reporting, and administrative responsibilities with confidence. In this leadership role, you'll oversee fiduciary accounting engagements from planning through delivery, ensuring accurate financial reporting, compliance with fiduciary standards, and exceptional client service. You'll partner closely with trustees, wealth advisors, attorneys, and internal professionals while mentoring and developing team members, helping clients preserve and manage wealth across generations. Your expertise will drive operational excellence, strengthen client relationships, and provide the financial insight needed to support informed decision-making for sophisticated fiduciary structures.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.  Our shared entrepreneurial spirit drives us to see and do things differently.  Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

Note: This position is open to California residents only. Candidates who live within commuting distance of a BPM office will be expected to follow a hybrid work schedule.

What you get:

- 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, 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

Who is successful at BPM:

- Caring people who put others first
- Self-starters who embody the BPM entrepreneurial spirit
- Authentic individuals with a diverse point of view
- Lifelong learners with a drive to excel
- Resilient people who rise to the occasion

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.

Requirements:

- 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.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

***************

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.

## About BPM LLP

## Company Overview
- **One-liner**: BPM LLP is a top-40 public accounting and advisory firm that delivers tax, audit, and consulting services with a people-first approach.
- **Entity Type**: Private (LLP)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 1986
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Public Accounting, Tax, Audit, Advisory, Business Consulting
- **Target customers**: B2B — mid-market to large enterprises, high-net-worth individuals, and private equity firms across a wide range of industries (technology, life sciences, financial services, real estate, non-profit, etc.)
- **Mission or purpose statement**: “To help people be successful in work and life by fostering an inclusive and empowering environment — one where diverse perspectives, expansive expertise and progressive solutions come together to create exceptional experiences for our clients.” [bpm.com](https://www.bpm.com/who-we-are/)

## Products & Services
- **Tax Services**: Compliance, planning, international tax, state and local tax, and private client services for individuals and businesses.
- **Assurance Services**: Financial statement audits, reviews, compilations, and SOC reporting.
- **Advisory Services**: Accounting advisory (CAAS), IT risk advisory, forensic and restructuring, business valuation, and transaction advisory.
- **BPM1™ Service Model**: A proprietary model that provides clients with direct access to the firm’s brightest minds and world-class solutions, emphasizing a people-first approach. [bpm.com](https://www.bpm.com/who-we-are/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed (Private firm)
- **Key Metric**: Annual Revenue of **$170M** [linkedin.com](https://linkedin.com/company/bpmllp)
- **Notable Investors/Partners**: Not applicable (private, partner-owned firm). Parent company is Elliott CPA Group Inc. [linkedin.com](https://linkedin.com/company/bpmllp)
- **Growth Signals**:
    - Headcount of ~928 employees (+6.1% YoY, +107 people) [linkedin.com](https://linkedin.com/company/bpmllp)
    - Recognized as one of IPA’s 100 Fastest-Growing Firms [linkedin.com](https://linkedin.com/company/bpmllp)
    - Acquired Elliott CPA Group (2022), Gumbiner Savett (2021), and Infinitech (2019) [linkedin.com](https://linkedin.com/company/bpmllp)
    - Active job postings up +61.8% year-over-year [linkedin.com](https://linkedin.com/company/bpmllp)
    - Certified B Corporation, reflecting a commitment to social and environmental performance [bpm.com](https://www.bpm.com/who-we-are/)

## Competitive Advantages
- **Certified B Corporation**: Differentiates them as a purpose-driven firm using business as a force for good, appealing to values-driven talent and clients. [bpm.com](https://www.bpm.com/who-we-are/)
- **BPM1™ Service Model**: A unique, client-centric model that prioritizes direct access to senior talent, setting them apart from larger, more bureaucratic firms. [bpm.com](https://www.bpm.com/who-we-are/)
- **Strong Culture & People Focus**: Consistently recognized as a top firm for supporting women professionals and for its inclusive, empowering environment. [linkedin.com](https://linkedin.com/company/bpmllp)
- **Global Reach with Local Touch**: Offices across the U.S. and internationally, plus a Virtual Region, providing flexibility and local support. [bpm.com](https://www.bpm.com/who-we-are/)

## Strategic Focus
- **Current priorities and direction for growth**: Continued organic and acquisition-based growth (as seen with recent acquisitions), expanding advisory services, and deepening its commitment to being a Certified B Corporation. The firm is investing in technology and talent to support its BPM1 service model and enhance client experiences.

## Why Work Here
- **Culture highlights**: “Because People Matter” is a core motto. The firm emphasizes an inclusive, empowering environment where diverse perspectives are valued. Employees are described as hockey-playing accountants, avid gardeners, and global explorers who bring their authentic selves to work. [bpm.com](https://www.bpm.com/careers/)
- **Remote/hybrid/office policy**: **Hybrid and remote options available.** The firm offers flexible work arrangements (“Work Your Way”) and has a Virtual Region for fully remote roles. Many roles are hybrid, with offices in San Francisco, Long Beach, San Jose, Santa Rosa, Irvine, Sacramento (CA), Las Vegas (NV), and Sioux Falls (SD). [bpm.com](https://www.bpm.com/careers/benefits/) [jobs.lever.co](https://jobs.lever.co/bpmcpa/)
- **Notable perks**:
    - **Compensation**: Competitive base salary, 401K employer match, employee/client referral bonuses.
    - **Health**: Up to 90% employer-paid premiums for medical, dental, and vision; HSA contributions; FSA options.
    - **Time Off**: 14 firm holidays (including 2 floating days), generous PTO (unlimited for eligible colleagues), paid family leave, winter break, summer hours.
    - **Development**: Coaching program, BPM University, defined career paths, CPA exam resources, tuition reimbursement.
    - **Wellness**: Interactive wellness platform, Employee Assistance Program (EAP), mental health resources.
    - **Extra**: Pet insurance, student loan consolidation, travel assistance, colleague discount program, and a travel platform with company contributions. [bpm.com](https://www.bpm.com/careers/benefits/)
- **Engineering/technical culture**: The firm has a dedicated IT, Security, and Administrative team. They are hiring for roles like Senior Information Security Administrator, indicating a growing investment in technology and security infrastructure. [linkedin.com](https://linkedin.com/company/bpmllp)

## Sources
1. [bpm.com - About BPM](https://www.bpm.com/who-we-are/)
2. [bpm.com - Careers](https://www.bpm.com/careers/)
3. [bpm.com - Benefits](https://www.bpm.com/careers/benefits/)
4. [linkedin.com - BPM LLP Company Page](https://linkedin.com/company/bpmllp)
5. [jobs.lever.co - BPM Careers](https://jobs.lever.co/bpmcpa/)

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