Berkowitz Pollack Brant

Senior Manager of Transaction Advisory Services

Berkowitz Pollack Brant$135K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

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

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 executive meetings
  • Identify key deal risks, opportunities, and strategic considerations
  • Collaborate on practice development and growth initiatives
  • Support business development efforts, including sourcing opportunities and proposals

Benefits

  • Opportunity to lead large, complex engagements
  • Collaborative environment focused on professional growth
  • Engage with executives and private equity stakeholders
  • Contribute to thought leadership in the industry
  • Work with enthusiastic and high-achieving teammates
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
Net Income
$10 million
Founded
1980
5 Year Trend
+5%
Revenue
$50 million

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