---
title: 'Fiduciary Accounting Supervisor at BPM LLP'
canonical: 'https://feeny.ai/job/fiduciary-accounting-supervisor-bpm-llp-california-xyrbhby675vr'
type: 'job'
last_seen: '2026-09-14'
---

# Fiduciary Accounting Supervisor at BPM LLP

- **Company:** BPM LLP
- **Location:** California
- **Compensation:** $100k–$124k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-10
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.lever.co/bpmcpa/1c7f8224-f259-487f-9814-5d3516037006

## 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 Supervisor at BPM, you will play a vital role in helping high-net-worth individuals, families, trusts, estates, and fiduciaries manage complex financial matters with accuracy, care, and confidence. In this role, you will serve as a trusted resource to trustees, attorneys, beneficiaries, and other stakeholders, helping them navigate complex trust and estate administration matters. Your work will provide clients with the financial transparency and insights needed to make informed decisions, protect assets, and preserve wealth across generations.

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:

- 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.
- 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.

Requirements:

- 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.

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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