Accounting Advisory Senior Associate- UHNW Family Office

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 an Accounting Advisory Senior Associate- UHNW Family Office, you will be responsible for providing comprehensive financial & business advisory services to private owner-run companies including family-owned businesses and start-ups.  You'll do this by providing outsourced accounting services, cash flow modeling, & financial reporting.  We also represent companies in securing loans & financing, develop succession plans & exit strategies, and support company growth through tax planning, risk management, system & process optimization, and M&A integration.

 

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  

• 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  

• Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another. 

  

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