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Prepare scenarios on trust distributions, principal versus income splits, incomplete broker data, and explaining account status to a non-accountant trustee. Be ready to describe how you review others’ work and protect court-accounting deadlines.
Best for candidates with trust or estate accounting depth who prefer detail-heavy ledgers in a California CPA-firm setting. Public data on Bpmcpa is thin—confirm office location, client mix, and team structure directly.
As Fiduciary Accounting Manager at Bpmcpa, your day likely centers on trust and estate ledgers: reviewing cash and investment activity, reconciling principal and income, preparing beneficiary or court reports, clearing open items with attorneys and trustees, and reviewing staff workpapers before partner sign-off.
Useful skills for this title include fiduciary fund accounting, principal-and-income allocation, trust reporting discipline, and strong Excel or practice-software habits. No certification resources were provided for this listing.
No. The listing is California-based with remote set to off; confirm the exact site with Bpmcpa.
Oversight of trust and estate books, accurate principal/income reporting, staff review, and accountings that hold up for courts or beneficiaries.
Only California is listed. Use the interview to pin down city, commute, and hybrid expectations.
Fiduciary Accounting Manager, BPMCPA, California About This Position BPM CPA is a leading accounting firm based in California with professionals across the country. We are seeking an experienced Fiduciary Accounting Manager to join our growing Fiduciary Accounting Services (FAS) practice. This role offers the opportunity to partner with firm leadership, work directly with attorneys and trustees, mentor staff across the U.S. and India, and play a meaningful role in expanding our Fiduciary Accounting Services practice. Responsibilities Lead teams in technical fiduciary accounting engagements Build and maintain strong client relationships Mentor staff across the U.S. and India Contribute to the strategic direction of the FAS practice Participate in firm leadership meetings and decision-making processes What You Bring Minimum 5 years of experience in fiduciary accounting Strong technical skills in relevant areas such as trust, estate, and investment accounting Proven track record of leading teams and managing client relationships Ability to mentor and develop staff Experience working with attorneys and trustees preferred Excellent communication and interpersonal skills About the Company BPM CPA is committed to a people-first mindset, offering flexibility, innovation, and meaningful opportunities for growth. Our diverse client base and collaborative environment create unique opportunities for professionals who want to make an impact. We provide a total rewards package that includes personalized benefit structures, financial compensation options, flexible work arrangements, wellness resources, and Colleague Resource Groups (CRGs) that foster a supportive community. Next Steps To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. If interested, please submit your resume and cover letter highlighting relevant experience in fiduciary accounting.
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