Fiduciary Accounting Supervisor

BPM LLP

Fiduciary Accounting Supervisor managing trust and estate accounting engagements at BPM, a California-based accounting firm. Reviewing work, mentoring staff, and supporting client relationships and practice growth.

Posted 8/13/2026full-timeCalifornia • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $124,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in fiduciary accounting, trust administration, and estate administration, with strong analytical and technical accounting skills. Proven ability to mentor staff, manage client relationships, and ensure compliance with California Probate Code requirements.

Highest-signal resume keywords

Fiduciary AccountingTrust AdministrationCalifornia Probate CodeCPA CertificationProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Accounting PrinciplesTrustee Reports PreparationAnalytical SkillsReviewing WorkMentoring Staff

Soft Skills

Excellent Communication SkillsOrganizational AbilitiesTeam CollaborationClient Relationship Management

Certifications & Qualifications

CPA Certification

Industry Keywords

TrustsEstatesConservatorshipsGuardianshipsPublic Accounting

About the role

Key responsibilities & impact

Prepare and review fiduciary accountings for trusts, estates, conservatorships, and guardianships
Prepare trustee reports, supporting schedules, and related analyses
Analyze trust documents and apply fiduciary accounting principles
Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors
Assist with resolving accounting and administration issues
Ensure engagements are completed accurately and timely while meeting firm quality standards
Review work prepared by staff and senior accountants
Provide coaching, feedback, and technical guidance to team members
Coordinate workflow and monitor engagement deadlines
Collaborate with team members in the U.S. and India
Support training initiatives and process improvements
Assist with developing client relationships and delivering exceptional service
Participate in networking and professional development opportunities
Identify opportunities to improve engagement efficiency and client experience
Support practice growth initiatives
Manage fiduciary accounting engagements with increasing independence
Build trusted relationships with attorneys, trustees, and clients
Contribute to the growth and success of the Fiduciary Accounting Services practice

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or related field
5+ years of fiduciary accounting, trust administration, estate administration, or related experience
Experience preparing fiduciary accountings and supporting schedules
Strong technical accounting and analytical skills
Experience reviewing work and mentoring staff
Excellent written and verbal communication skills
Strong organizational and project management abilities
CPA designation or progress toward obtaining CPA certification preferred
Experience with California fiduciary accountings and California Probate Code requirements preferred
Public accounting, trust company, family office, or professional services experience preferred
Experience working with remote or offshore teams preferred
Interest in developing leadership and practice management skills preferred

Benefits

Comp & perks

Flexible work arrangements
Personalized benefit structures
Financial compensation options
Interactive wellness platform and incentives
Employee assistance program
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
Coach program
Live classes, workshops, and seminars through BPM University
Competitive compensation and benefits
Strong opportunities for career advancement