Accounting Advisory Senior Associate- UHNW Family Office
Why Work for BPM: We Have:
A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
A regional presence in the Bay Area, while still serving our clients nationally and internationally.
Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today .
Requirements: You Have (Requirements):
BS/BA in Accounting, Finance, or Business Management
A desire to pursue your CPA.
Minimum 4 years' experience in public accounting and/or industry as part of an accounting function.
Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.
Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
Demonstrated leadership experience.
Excellent oral and written communication skills.
Able to work with multiple clients and projects concurrently.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
Knowledge of GAAP is preferred.
Responsibilities: You Will (Job Responsibilities):
Manage accounting services for clients like assisting in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.
Work on engagement teams and support managers on small to mid-size private company management and compilation reports.
Participate in multiple engagements and interact with client personnel throughout the implementation.
Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations.
Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.
Participate in special projects for our clients that provide further growth and learning experiences, as needed.