Client Service & Technical Leadership

• Manage fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships.
• Review fiduciary accountings, trustee reports, and supporting schedules.
• Interpret trust documents and apply fiduciary accounting principles.
• Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors.
• Identify and resolve complex accounting and administration issues.
• Ensure work products meet firm quality standards and applicable court requirements.

Team Leadership

• Supervise, coach, and develop team members located in both the U.S. and India.
• Review work and provide meaningful feedback and guidance.
• Manage engagement budgets, staffing, workflow, and deadlines.
• Assist in developing processes, training materials, and best practices.
• Foster a collaborative and high-performing team culture in a remote environment.

Practice Development

• Build relationships with attorneys, trustees, and referral sources.
• Participate in networking and business development activities.
• Identify opportunities to expand services for existing clients.
• Contribute to the continued growth and evolution of BPM's Fiduciary Accounting Services practice.

Required:

• 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.
• Existing relationships within the trust and estate community.

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) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
• 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.