Fiduciary Accounting Manager

BPM LLP

Fiduciary Accounting Manager helping BPM, a California-based accounting firm, grow its specialized fiduciary accounting practice. Leading complex engagements, client relationships, and distributed U.S.

Posted 8/13/2026full-timeCalifornia • 🇺🇸 United StatesSeniorLead💰 $105,000 - $140,000 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 a strong focus on client service and team leadership. Proven ability to manage complex engagements, develop processes, and foster a collaborative team culture in a remote environment.

Highest-signal resume keywords

Fiduciary AccountingTrust AdministrationProject ManagementClient ServiceTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Accounting PrinciplesTrust Document InterpretationEngagement Budget ManagementFiduciary Accounting PreparationCalifornia Probate Code Knowledge

Soft Skills

Communication SkillsOrganizational SkillsCoaching and MentoringProblem SolvingCollaboration

Certifications & Qualifications

CPA Designation

Industry Keywords

TrustsEstatesConservatorshipsGuardianshipsPublic Accounting

About the role

Key responsibilities & impact

Manage fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships
Review fiduciary accountings, trustee reports, and supporting schedules
Interpret trust documents and apply fiduciary accounting principles
Work directly with trustees, beneficiaries, attorneys, family offices, and other advisors
Identify and resolve complex accounting and administration issues
Ensure work products meet firm quality standards and applicable court requirements
Supervise, coach, and develop team members located in the U.S. and India
Review work and provide meaningful feedback and guidance
Manage engagement budgets, staffing, workflow, and deadlines
Assist in developing processes, training materials, and best practices
Foster a collaborative and high-performing team culture in a remote environment
Build relationships with attorneys, trustees, and referral sources
Participate in networking and business development activities
Identify opportunities to expand services for existing clients
Contribute to the continued growth and evolution of BPM's Fiduciary Accounting Services practice
Serve as a trusted advisor to clients and referral sources
Independently manage complex fiduciary accounting engagements
Lead and develop team members across multiple locations
Help improve operational efficiency and service quality
Contribute to the growth and long-term success of BPM's Fiduciary Accounting Services practice

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or related field
7+ years of fiduciary accounting, trust administration, estate administration, or related experience
Experience preparing and reviewing fiduciary accountings
Strong project management and organizational skills
Experience supervising and mentoring staff
Exceptional client service and communication skills
Ability to work independently in a remote environment
CPA designation preferred
Experience with California fiduciary accountings and California Probate Code requirements preferred
Public accounting or professional services experience preferred
Experience working with offshore or distributed teams preferred
Existing relationships within the trust and estate community preferred

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
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
Clear path for professional growth and advancement