Senior Manager – UHNW Private Client Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver extensive financial and business advisory services to privately-owned companies, including startups and family-owned enterprises.

• Supervise and provide outsourced accounting assistance customized for private, owner-managed businesses.

• Create and sustain cash flow models while generating financial reports to aid in strategic decision-making.

• Serve as a liaison for clients in securing loans and financing options, including factoring and other lending arrangements.

• Assist clients in navigating succession planning and exit strategies.

• Offer strategic tax planning and advice on risk mitigation.

• Identify and implement enhancements in accounting systems and operational workflows.

• Support clients in their ERP system implementation efforts and introduce technologies to optimize accounting processes and procedures.

• Facilitate remote-first operations and paperless workflows utilizing digital collaboration tools.

• Engage in recycling initiatives to reduce paper usage, aligning with BPM’s core values.

⛳️ Requirements

• Possession of an active CPA license.

• A BS/BA degree in Accounting or Finance.

• At least 7 years of experience in both public accounting and industry within an accounting function.

• A minimum of 3–5 years of relevant experience in a family-owned business, family enterprise, family office, multi-family office, or wealth management accounting setting catering to ultra-high-net-worth individuals.

• Proficient in data conversions, interfaces/integrations, reporting, and customization across various ERP systems.

• Familiarity with multiple entity accounting practices.

• Experience with Trusts, Single-member LLCs, LPs, and Partnership Interests is preferred but not essential.

• Knowledge of insurance renewals and bill payment tools such as RAMP, Bill.com, Brex, and Expensify.

• Experience using QuickBooks, Intacct, NetSuite, and/or other accounting software.

• Proven management experience with progressively increasing responsibilities.

• Experience in developing and mentoring junior-level personnel.

• Strong operational and technical accounting expertise, with the ability to independently research complex technical accounting issues.

• Professionalism and discretion when engaging with firm leadership and client executives.

• Strong presentation skills suitable for executive and technical audiences.

• Excellent verbal and written communication skills, with a keen attention to detail.

• High energy, enthusiasm, and an entrepreneurial mindset.

🏝️ Benefits

• Comprehensive rewards package featuring flexible work arrangements, tailored benefit structures, and financial compensation options.

• Interactive wellness platform with incentives.

• Employee assistance program and mental health resources.

• Colleague Resource Groups (CRGs).

• 14 firm holidays, including 2 floating holidays.

• Flexible PTO.

• Paid family leave.

• Winter break.

• Summer hours.

• Options for remote work.

• CPA exam resources and bonuses.

• Tuition reimbursement.

• Coaching program.

• Opportunities for live classes, workshops, and seminars through BPM University.