Sage Intacct Manager - Family Office

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.
BPM LLP is one of the 40 largest public accounting and advisory firms in the United States with a global team of over 1,200 colleagues. A Certified B Corp, the Firm works with clients in the agribusiness, consumer business, financial and professional services, life science, nonprofit, wine and craft beverage, real estate and technology industries. BPM’s diverse perspectives, expansive expertise and progressive solutions come together to create exceptional experiences for individuals and businesses around the world. To learn more, visit our website.
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 Matt The Sage Intacct Industry Lead for Family Office is responsible for overseeing the successful delivery of Intacct implementations tailored to the unique needs of family offices. This role ensures that projects are executed on time, within scope and budget, and aligned with high-net-worth client expectations. Family offices often demand multi-entity consolidations, intercompany accounting, investment portfolio tracking, and bespoke reporting – and this role requires both strategic insight and hands-on expertise in those areas. As a senior leader, the Industry Lead serves as the trusted advisor for clients and the primary coach for team members delivering in this niche space. Our Perks & Benefits:· 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) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Lance & flexibility: 14 Firm holidays including two floating holidays, 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, tuition reimbursement, a coach program, live classes, workshops and seminars offered by our Learning and Development team.

Responsibilities:

• Lead delivery of complex Sage Intacct implementations designed for family offices with diverse needs, such as trust accounting, entity roll-ups, philanthropic tracking, and alternative investment reporting.
• Oversee discovery, solution design, and configuration of Intacct modules to support family office-specific use cases like expense allocations across entities, aggregated reporting, and performance measurement.
• Serve as senior consultant or solution architect on engagements requiring custom investment subledger integrations or bespoke financial statement packages.
• Perform quality assurance reviews of project deliverables with a lens on accuracy, sensitivity, and confidentiality requirements typical of family office clients.
• Maintain 40–60% billable utilization to stay grounded in client work while leading and mentoring the vertical team.
• Design and refine IP assets such as standardized reporting templates (e.g., consolidated balance sheet by family branch), automated allocation journals, and fund transfer workflows.
• Develop a library of best practices covering investment entity management, foundation accounting, and intergenerational wealth tracking.
• Build and maintain a knowledge base of family office-specific tools, third-party applications (e.g., Addepar, Black Diamond), and reporting frameworks.
• Support sales by acting as a subject matter expert in conversations involving privacy, generational stewardship, and non-traditional asset management.
• Collaborate with GTM to craft compelling value propositions for single and multi-family offices, and to customize demo environments that reflect client family structures.
• Author industry content relevant to wealth management trends, tax-aware reporting strategies, and family governance models.
• Attend and speak at family office forums, wealth summits, and industry roundtables to raise firm visibility.
• Mentor and upskill consultants on family office dynamics, including discretion, high-touch service expectations, and white-glove support models.
• Advise on vertical hiring needs, help onboard new team members, and ensure alignment with firmwide