Manager of Managed Solutions & Technology (Client Accounting & Advisory Services)

Berkowitz Pollack Brant Advisors + CPAs • West Palm Beach, FL

36d

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City. With more than 400 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida with a large presence in New York and one of the top 100 firms in the United States We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs. As an Accounting Manager within our Managed Solutions & Technology practice, you will lead the delivery of high-quality outsourced accounting, financial reporting, and technology-enabled solutions for a diverse portfolio of real estate clients, including property management companies, investment groups, and owners/operators. This role requires strong real estate accounting expertise, managerial capabilities, and the ability to leverage technology platforms such as Yardi to optimize processes and deliver actionable financial insights. You will serve as a trusted advisor to clients while leading and mentoring a team of accounting professionals.

Requirements

• Bachelor’s degree in accounting, Finance, or related field required; Master’s degree or CPA a plus.
• Minimum 5+ years of real estate accounting experience, including supervisory or managerial responsibilities.
• Advanced proficiency in Yardi Voyager is required.
• Strong understanding of property-level accounting, CAM/RET reconciliations, budgeting, and real estate financial reporting.
• Exceptional analytical, communication, and client-service skills.
• Demonstrated ability to lead teams, manage multiple priorities, and meet tight deadlines.
• Strong organizational skills with commitment to accuracy, quality, and continuous improvement.
• Ability to work collaboratively across departments and build lasting client relationships.

Nice To Haves

• Master’s degree or CPA a plus.

Responsibilities

• Client & Engagement Management Serve as the primary point of contact for real estate clients, overseeing day-to-day communication and ensuring exceptional service delivery.
• Manage multiple client engagements concurrently, including scoping, workflow planning, budgeting, and timely execution.
• Review and present financial packages, trends, KPI dashboards, and analytical insights to client management teams.
• Technical Accounting & Reporting Oversee accounting functions for retail, residential, industrial, and commercial property portfolios.
• Direct the preparation, review, and analysis of monthly, quarterly, and annual financial statements.
• Lead variance analyses, cash flow reporting, NOI calculations, and other key real estate performance metrics.
• Manage recoverable billing processes including RET/CAM reconciliations and tenant-related charges.
• Oversee general ledger maintenance, month-end close, journal entries, and fixed asset/capex tracking.
• Ensure accurate preparation of budgets, reforecasts, and financial models.
• Compliance & Operational Oversight Ensure compliance with federal, state, and local regulatory requirements (sales/excise tax filings, debt compliance, RPIE, TC201, etc.).
• Coordinate with internal tax teams to support tax filings, audits, and client inquiries.
• Provide high-quality documentation and support for management, lenders, and auditors.
• Recommend improvements to processes, workflows, and technology utilization to enhance efficiency and accuracy.
• Team Leadership & Development Supervise, mentor, and develop a team of associates and senior associates.
• Provide training in real estate accounting, reporting standards, and Yardi functionality.
• Oversee workload assignments, performance evaluations, and ongoing coaching.
• Technology & Process Innovation Leverage Yardi Voyager and related technologies to streamline reporting, automate processes, and improve data integrity.
• Collaborate with the technology team to implement system enhancements or new client onboarding to Yardi.
• Identify opportunities to integrate data analytics and dashboards into client deliverables.

Benefits

• Competitive compensation and comprehensive benefits.
• Professional development, leadership training, and clear paths for career advancement.
• Opportunities to work with sophisticated real estate clients and cutting-edge technologies.
• A diverse, inclusive, and equitable culture rooted in collaboration and excellence.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 251-500 employees