Advisory: Outsourced and Managed Services: Outsourced Accounting and Advisory Services
BPM's Outsourced and Managed Services division offers a full suite of financial and business advisory services to a diverse clientele. This includes public and private enterprises, owner-operated companies, family-owned businesses and family office, expansive corporations, as well as budding venture-stage start-ups.
Our Outsourced Accounting and Advisory Services unit extends a wide variety of accounting services. These range from routine transactional accounting tasks such as bookkeeping and month-end close to more extensive financial reporting. In the quest to improve systems, our proficient team assists clients with their ERP system implementation needs and leverages technology to streamline their accounting processes and protocols.
In collaboration with our broader Advisory Department service lines, we offer additional services. These encompass payroll and HR consulting, audit readiness, support in securing loans and capital formation, development of succession and exit strategies, and fostering company growth. We do this through comprehensive tax planning, thorough risk management, optimization of systems and processes, along with effective merger and acquisition insights.
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) that recognize your whole self
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, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University
BPM LLP is one of the 40 largest public accounting and advisory firms in the United States with a global team of over 1,200 colleagues. A Certified B Corp, the Firm works with clients in the agribusiness, consumer business, financial and professional services, life science, nonprofit, wine and craft beverage, real estate and technology industries. BPM’s diverse perspectives, expansive expertise and progressive solutions come together to create exceptional experiences for individuals and businesses around the world. To learn more, visit our website.
Join us and be part of a dynamic team where your enthusiasm for accounting and career progression will be nurtured and celebrated!
Job Summary:
Are you an experienced accountant looking to make a significant impact? As a Senior Accountant, you'll hone the skill of managing teams by oversee the work of Associates and bookkeepers, assist with client onboarding, and handle complex accounting tasks. This role is ideal for those who are passionate about mentoring others and ensuring the highest quality of work. You'll be at the forefront of our client interactions, building strong relationships and driving success.
You Have (Requirements):
- BS/BA in Accounting, Finance, or Business Management
- Have an active CPA license, or the educational credentials to sit for the CPA exam, and/or hold a Masters degree in the field of business or accounting. Exceptions can be discussed based on relevant experience and technical expertise.
- 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, Sage Intacct, NetSuite and/or other accounting platforms; Additional certifications like QuickBooks ProAdvisor, Sage Intacct or NetSuite are a plus but optional.
- Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
- Excellent oral and written communication skills.
- Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
- Knowledge of GAAP is preferred, while deep understanding of accrual accounting is required.
- Demonstrated leadership experience, including a willingness to teach others
You Will (Job Responsibilities):
- While working at the direction of Partners, Managers and Directors (PDMs), you will also lead and mentor teammates, ensuring efficient quality control and professional growth.
- Assist with client onboarding, system implementations, and collaborate directly with clients and various tax or audit teams.
- Perform in-depth financial analysis to highlight questions for your PDMs and handle or research complex accounting transactions.
- Schedule team tasks and delegate work efficiently, gaining a more detailed understanding of engagement economics.
- Serve as a bridge between clients and other key team members, providing informed responses and building rapport.
- Utilize and adapt to accounting systems like QuickBooks Online (QBO), NetSuite, or Sage Intacct.
- Demonstrate proficiency with the MS Office Suite, especially showcasing advanced skills in MS Excel.
- Enthusiastically approach and complete your yearly BPM Learning Plans on time, as well as raise their hand to lead trainings where you are a subject matter expert (SME)
Skills Expected upon Hire:
- Entry Level Skills: Proficiency in handling complex accounting tasks, and consistently delivering high-quality work.
- Intermediate Skills: Ability to create a wide range of asset and liability reconciliation schedules, assemble complete financial statements with minimal supervision, and suggest journal entries with complete supporting schedules.
- Advanced skills: Demonstrating leadership potential by understanding scheduling of team members and allocating work; performing in-depth financial analysis and applying or researching complex accounting principles.
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
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.
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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.
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.
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.
