Senior Manager – UHNW Private Client Services

BPM LLP

. Provide comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and startups .

Posted 9/16/2026full-timeRemote • United StatesSenior💰 $110,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, accounting systems improvement, and strategic tax planning for private, owner-run companies. Proficient in ERP system implementation and operational process optimization while maintaining a strong focus on client relationships and communication.

Highest-signal resume keywords

Active CPA LicenseBS/BA Degree in Accounting or Finance7+ Years Experience in Public Accounting and IndustryExperience with ERP Systems and Data ConversionsStrong Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingCash Flow ModelingAccounting Systems ImprovementTax PlanningMulti-Entity AccountingTrusts and Partnerships AccountingData ConversionsTechnical Accounting ResearchOutsourced Accounting SupportOperational Process Optimization

Soft Skills

ProfessionalismDiscretionAttention to DetailHigh EnergyEntrepreneurial Spirit

Tools & Technologies

QuickBooksIntacctNetSuiteRAMPBill.comBrexExpensifyDigital Collaboration Tools

Certifications & Qualifications

Active CPA License

Industry Keywords

Family-Owned BusinessWealth Management AccountingSuccession PlanningExit StrategiesUHNW Individuals

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Provide comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and startups
Oversee and deliver outsourced accounting support tailored to private, owner-run companies
Develop and maintain cash flow models and prepare financial reports for strategic decision-making
Act as a liaison for clients securing loans and financing, including factoring and other lending structures
Guide clients through succession planning and exit strategies
Provide strategic tax planning and risk mitigation advice
Identify and implement improvements in accounting systems and operational processes
Support clients’ ERP system implementation needs and introduce technology to streamline accounting processes and procedures
Support remote-first operations and paperless workflows through digital collaboration tools
Participate in recycling initiatives to minimize paper use and align with BPM’s values

Requirements

What you’ll need

An active CPA license
BS/BA degree in Accounting or Finance
Minimum 7 years’ experience between both public accounting and industry as part of an accounting function
Minimum 3–5 years related experience in a family owned business, family enterprise, family office, multi-family office, or wealth management accounting environment catering to UHNW individuals
Experience with data conversions, interfaces/integrations, reporting, and customization within various ERP systems
Experience with multiple entity accounting
Experience with Trusts, Single member LLCs, LPs, and Partnerships Interests is preferred but not mandatory
Experience with insurance renewals and bill pay tools such as RAMP, Bill.com, Brex, and Expensify
Experience using QuickBooks, Intacct, NetSuite, and/or other accounting packages
Demonstrated management experience with increasing levels of responsibility
Experience developing and mentoring junior-level staff
Strong operational and technical accounting background, including ability to research complex technical accounting issues independently
Professionalism and discretion when interacting with firm leadership and client executives
Strong presentation skills for executive and technical audiences
Excellent verbal and written communication skills with strong attention to detail
High energy, enthusiasm, and an entrepreneurial spirit

Benefits

Comp & perks

Total rewards package with flexible work arrangements, personalized benefit structures, and financial compensation options
Interactive wellness platform and incentives
Employee assistance program and mental health resources
Colleague Resource Groups (CRGs)
14 firm holidays including 2 floating holidays
Flex PTO
Paid family leave
Winter break
Summer hours
Remote work options
CPA exam resources and bonuses
Tuition reimbursement
Coach program
Live classes, workshops, and seminars through BPM University