Hiring.Camp

Advisory Senior Manager – UHNW Private Client Services

Bpmcpa

·

Jun 30, 2025

Salary
$110k – $140k/yr
Location
United States
Workplace
Remote
Type
Full-time
Department
Advisory
Seniority
Senior
Experience
7+ years
Source
Lever

Description

BPM Overview

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 a Advisory Manager, you will provide comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsourced accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.
 
In addition, as part of the Advisory Service Line, our Business Enterprise Services Team (BEST) works with clients on their ERP system implementation needs, introducing and utilizing technology, to streamline their accounting processes and procedures.

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. 

Skills

QuickBooksNetSuiteRisk ManagementERPCPA

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