Berkowitz Pollack Brant

Senior Manager of Transaction Advisory Services

Berkowitz Pollack Brant • $120K — $145K *
Miami, FL 33186In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field
  • 7+ years of experience in transaction advisory, public accounting, or related field
  • Extensive experience leading financial due diligence engagements
  • CPA designation strongly preferred
  • Advanced proficiency in Microsoft Excel and PowerPoint

Responsibilities

  • Lead and oversee multiple complex financial due diligence engagements across industries
  • Serve as a trusted advisor to clients, providing strategic insights and transaction support
  • Review and finalize key deliverables, ensuring quality, accuracy, and clarity of findings
  • Manage and develop teams, fostering a high-performing environment
  • Drive client relationships, including leading meetings with executives and private equity stakeholders
  • Identify and communicate key deal risks, opportunities, and strategic considerations
  • Collaborate with firm leadership on practice development and growth initiatives
  • Support and lead business development efforts, including sourcing opportunities, proposals, and presentations
  • Contribute to thought leadership and process improvement within the TAS practice

Benefits

  • Dynamic work environment with opportunities for rapid growth
  • Engagement with happy and enthusiastic over-achievers
  • Access to advanced learning and training resources
  • Involvement in high-impact projects across various industries
  • Exposure to senior executives and private equity stakeholders
Full Job Description

Transaction Advisory Services (TAS) Senior Manager 

We are seeking a strategic and client-focused Transaction Advisory Services (TAS) Senior Manager to lead large, complex engagements and drive client relationships. This role is responsible for overseeing multiple teams, providing high-level transaction insights, and contributing to the growth and development of the TAS practice. The ideal candidate is a proven leader with deep transaction experience and a strong ability to deliver value to clients. 

 

Key Responsibilities 

  • Lead and oversee multiple complex financial due diligence engagements across industries  

  • Serve as a trusted advisor to clients, providing strategic insights and transaction support  

  • Review and finalize key deliverables, ensuring quality, accuracy, and clarity of findings  

  • Manage and develop Managers, Senior Associates, and Associates, fostering a high-performing team environment  

  • Drive client relationships, including leading meetings with executives and private equity stakeholders 

  • Identify and communicate key deal risks, opportunities, and strategic considerations 

  • Collaborate with firm leadership on practice development and growth initiatives 

  • Support and lead business development efforts, including sourcing opportunities, proposals, and presentations 

  • Contribute to thought leadership and process improvement within the TAS practice 

Qualifications 

  • Bachelor’s degree in Accounting, Finance, or a related field  

  • 7+ years of experience in transaction advisory, public accounting, or a related field  

  • Extensive experience leading financial due diligence engagements  

  • CPA designation strongly preferred  

  • Advanced proficiency in Microsoft Excel and PowerPoint  

 

Key Skills & Competencies 

  • Strong leadership and team management capabilities  

  • Advanced strategic thinking and problem-solving skills  

  • Excellent client relationship management and communication skills  

  • Ability to manage multiple high-priority engagements simultaneously  

  • Strong business development and networking abilities  

  • High level of professionalism and executive presence  

  • Results-driven with a focus on delivering client value

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

About Berkowitz Pollack Brant

Berkowitz Pollack Brant (BPB) is a top 100 accounting firm in the United States. The firm offers a wide range of services including accounting, auditing, tax planning and compliance, business consulting, and IT consulting. BPB serves clients in a variety of industries including healthcare, construction, real estate, and financial services. The firm was founded in 1980 and has grown rapidly through a combination of organic growth and strategic acquisitions. BPB is committed to providing exceptional service to its clients and has a strong reputation for quality and integrity.
Learn more about Berkowitz Pollack Brant
Size
300 employees
Industry
Legal & Accounting
Net Income
$10 million
Founded
1980
5 Year Trend
+5%
Revenue
$50 million
* Ladders Estimates

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