---
title: 'Manager- Transaction Advisory Services at BPM LLP'
canonical: 'https://feeny.ai/job/manager-transaction-advisory-services-bpm-llp-california-5j92gc4vasrd'
type: 'job'
last_seen: '2026-11-09'
---

# Manager- Transaction Advisory Services at BPM LLP

- **Company:** BPM LLP
- **Location:** California
- **Compensation:** $140k–$165k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-16
- **Last confirmed live:** 2026-11-09
- **Apply:** https://jobs.lever.co/bpmcpa/e6625340-a58f-49ae-9fdb-3a3d41061c67

## 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 Manager- Transaction Advisory Services, you will manage engagements ensuring client satisfaction, lead quality of earnings (QoE) preparation, assess market trends impacting cash flow & financial analytics, & play an integral part in client meetings to gather required information for deal valuations.  This role will lead & develop associates, provide recommendations for process improvements, & work closely with practice leadership for overall practice improvements & growth.

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.

What you get:

Total rewards package:From flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility

Responsibilities:

- Successfully manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics

- Lead the initial QoE Data Book preparation by leveraging the available international and domestic coworkers

- Participate in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis

- Assess market trends that may impact project cash flow requirements and deal valuations

- Develop, mentor and inspire staff

- Interest in developing client relationships

- Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries

- Thrive in a dynamic fast paced work environment

- Provide ideas and feedback based on your experience to improve the practice and our deliverables

- Work directly with Managing Director and Partner

Requirements:

- A Bachelor or Masters Degree in Accounting and/or Finance

- A CPA or CVA

- 4-5 years of public accounting or consulting experience from a national professional services firm

- Transaction advisory or related accounting experience

-

## Experience with direct client management

- A strong aptitude for quantitative and qualitative analysis

- The capability of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner

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. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. 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. *************** Recruitment Fraud Warning: BPM LLP will never ask candidates to pay money, purchase equipment or gift cards, or provide financial information as part of the hiring process. All official communications regarding interviews and job offers will come exclusively from an email address ending in @bpmcpa.com or @bpm.com. If you receive a suspicious communication, please verify it through BPM’s official recruiting channels.

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

## 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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