Assurance Manager / Senior Manager

BPM LLP
Santa Rosa, CA
Hybrid

Who this role is best for

Candidates with leadership experience and a background in audit and accounting will find this role's emphasis on client relationships and strategic development appealing.

Best fit for

  • Candidates with leadership experience and a background in audit and accounting will find this role's emphasis on client relationships and strategic development appealing.
    — “Manage associate through supervisor level professionals and delegate engagement responsibilities.”
  • Individuals with a proven track record in complex audit areas like inventory and revenue will align well with the role's expectations.
    — “Experience auditing complex accounts like inventory, farming and manufacturing activities, revenue, equity / stock options, etc.”
  • Candidates who are community-oriented and value purpose-driven work will resonate with BPM’s mission and culture.
    — “Be part of a purpose-driven organization: Values people, community, and sustainability.”

Things to consider

  • The role may require relocation or a strong local presence in Santa Rosa, CA.
    — “The salary range provided is intended for candidates in the Santa Rosa Area.”
  • Candidates must be licensed CPAs with a minimum of 5 years of public accounting experience.
    — “Licensed CPA. 5+ years’ experience in public accounting in a variety of industries.”

How to stand out

  • Highlight experience mentoring associates and leading teams in audit engagements.
    — “Develop, motivate, and mentor associates by providing training, regular feedback and career guidance.”
  • Emphasize your ability to synthesize research into actionable deliverables for clients.
    — “Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.”
  • Showcase your work in industries like Consumer Products or Wine/Vineyard in your resume.
    — “5+ years’ experience in public accounting in a variety of industries including Consumer Products, Wine/Vineyard, Agriculture, and other similar industries preferred.”
  • Demonstrate your leadership experience through specific examples of managing teams or engagements.
    — “Demonstrated leadership/supervisor experience.”
  • Include examples of client relationship development and problem-solving in your interview responses.
    — “Develop and maintain client relationships, thus driving client satisfaction.”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful client relationships
  • high audit quality
Typical background
public accountingCPA

Skills & requirements

Required

AuditingAccountingComplex Account AuditingLeadership

Preferred

Community EngagementProfessional Development

Stack & domain

AuditingComplex AccountingInventoryFarming And Manufacturing ActivitiesRevenueEquity / Stock OptionsLeadershipCommunicationCollaborationCPAAccountingFinance

About the role

Original posting from BPM LLP via Lever

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 an Assurance Senior Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the audit and accounting process.

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.   

What you get:   

Total rewards package: From flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility  

Well-being resources: Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)  

Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself  

Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University  

Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another. 

Who is successful at BPM: 

Caring people who put others first 

Self-starters who embody the BPM entrepreneurial spirit 

Authentic individuals with a diverse point of view 

Lifelong learners with a drive to excel 

Resilient people who rise to the occasion

Responsibilities: 

Responsible for day-to-day planning and execution of multiple client engagements throughout the year.

Manage associate through supervisor level professionals and delegate engagement responsibilities.

Responsible for communicating and resolving all issues that arise during the audit engagement with the support of the engagement manager.

Take the initiative to be a trusted leader within the Firm. 

Develop and execute audit strategy from planning to reporting.

Develop and maintain client relationships, thus driving client satisfaction.

Research, understand and apply complex accounting concepts and auditing procedures.

Develop, motivate, and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

Engage in various community activities to enhance the Firm’s brand within the North Bay.

Requirements: 

Licensed CPA.

BS/BA degree in Accounting, Finance, or related field.

5+ years’ experience in public accounting in a variety of industries including Consumer Products, Wine/Vineyard, Agriculture, and other similar industries preferred. 

Experience auditing complex accounts like inventory, farming and manufacturing activities, revenue, equity / stock options, etc.

Demonstrated leadership/supervisor experience.

Proven collaborator and inclusive communicator with colleagues and clients

Excellent oral and written communication skills.

Strong desire to continuously learn.

Competently analyzes and prioritizes information to make appropriate recommendations.

Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.

Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

Compensation:

The salary range provided is intended for candidates in the Santa Rosa Area who meet the minimum requirements of the position.  Candidates who do not reside in the Santa Rosa Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications. 

Recruitment Fraud Warning: 

BPM LLP will never ask candidates to pay money, purchase equipment or gift cards, or provide financial information as part of the hiring process. All official communications regarding interviews and job offers will come exclusively from an email address ending in @bpmcpa.com or @bpm.com. If you receive a suspicious communication, please verify it through BPM’s official recruiting channels.

Source: BPM LLP careers (Lever)

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