Bpmcpa

Accounting Advisory Senior Manager – UHNW Family Office

United States

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hirly's read of this role

Seniority: Lead / management
Stated salary: $140,000 – $200,000 per year
Country: US
Work mode: Remote-friendly
First seen by hirly: 18 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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 Manager- 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 : V alues 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

Original posting on Bpmcpa's site ↗

Listed on hirly, a job board. hirly is not the employer: Bpmcpa is hiring for this role.

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