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Expect scenarios on fiduciary statement review, spotting allocation errors, prioritizing filing deadlines, and coaching staff through complex trust or estate accounts. Be ready to discuss how you document exceptions and escalate risk.
Best suited for experienced fiduciary or trust accountants who can supervise review quality and client-facing timelines at a CPA firm setting, on-site in California (not remote).
As a Fiduciary Accounting Supervisor at Bpmcpa in California, you would oversee trust, estate, and guardianship account production, review staff workpapers, enforce court and fiduciary reporting standards, and coordinate with attorneys, trustees, and clients on deadlines and exceptions.
Build depth in trust and estate accounting, court account formats, and supervisory review. Strengthen Excel, workpaper control, and communication with legal and client stakeholders. No certification list or costs were provided for this posting.
No. The listing is for California with remote set to off.
Supervising preparation and review of trust, estate, and related fiduciary accounts, not inventing payroll or tax-only work unless the firm assigns it.
No verified salary, Glassdoor, Indeed, or star-rating data was supplied for this listing.
Fiduciary Accounting Supervisor at BPMCPA in California - Full Time, No Remote About the Role BPM CPA is seeking a Fiduciary Accounting Supervisor to join our growing Fiduciary Accounting Services (FAS) practice. This role offers significant client interaction and exposure to complex trust and estate matters while providing opportunities for leadership in managing client engagements, reviewing staff work, and mentoring team members. What You'll Do Manage client engagements and ensure compliance with fiduciary accounting standards. Review and approve the work of junior staff to maintain high-quality service delivery. Mentor and develop team members, fostering a collaborative environment. Support the growth and expansion of the FAS practice through strategic planning and collaboration. Skills & Qualifications Minimum 5 years of experience in fiduciary accounting with a focus on trust and estate matters. Strong leadership skills, including team management and client relationship building. Proficiency in financial analysis, reporting, and compliance procedures. CPA or CFP certification preferred but not required. About Bpmcpa BPM CPA is a leading California-based accounting firm with professionals across the country. We prioritize flexibility, innovation, and a people-first mindset to serve our clients and teams effectively. Our diverse client base and collaborative environment create meaningful opportunities for growth and impact. Ready to Apply? To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
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