Senior Associate Transaction Advisory Services

Berkowitz Pollack Brant Advisors + CPAs•New York, NY

21h•Hybrid

About The Position

The Transaction Advisory Services Senior Associate plays a key role in executing financial, accounting, and operational due diligence engagements for both strategic and private equity clients. This individual will work closely with engagement teams and client stakeholders to evaluate target companies, identify key risks and opportunities, and deliver actionable insights that support informed investment decisions. Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States. Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Requirements

Strong foundation in accounting and financial analysis, with working knowledge of U.S. GAAP and SEC reporting requirements
Experience performing financial due diligence, including quality of earnings and working capital analyses
Advanced analytical skills with the ability to interpret large datasets and translate findings into meaningful insights
Excellent written and verbal communication skills, including the ability to clearly present complex financial concepts to diverse audiences
Strong interpersonal skills with the ability to build and maintain relationships across all levels of an organization
Proven ability to manage competing priorities, meet tight deadlines, and adapt to changing client needs
High level of professionalism and ability to handle sensitive and confidential information
Strong attention to detail and commitment to delivering high-quality, accurate work
Effective project management and organizational skills
Bachelor’s degree in accounting, Finance, Business Administration, or a related field required
2 years of Transaction Advisory Services (TAS) or financial due diligence experience required
2–3 additional years of public accounting experience, preferably in audit
Certified Public Accountant (CPA) license required
Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
Proficiency in Microsoft PowerPoint and Word for client deliverables

Nice To Haves

Exposure to or familiarity with IFRS and cross-border transactions is a plus
Prior experience interacting with senior leadership or C-level executives is preferred
Experience with data analytics tools (e.g., Alteryx, Power BI, Tableau) is a plus

Responsibilities

Lead and support buy-side and sell-side financial due diligence engagements, including quality of earnings analyses, working capital assessments, and cash flow evaluations
Analyze historical and projected financial information to identify trends, risks, and potential deal considerations
Assess accounting policies and practices for compliance with U.S. GAAP and identify areas of concern or potential adjustments
Review and interpret financial statements, operational data, and key performance indicators across a variety of industries
Prepare detailed reports and presentations summarizing findings, including key deal issues, normalized earnings, and transaction considerations
Collaborate with cross-functional teams, including tax, audit, and valuation professionals, to deliver comprehensive client solutions
Participate in client meetings, including discussions with senior leadership and C-suite executives
Assist in managing multiple engagements simultaneously, ensuring timely delivery of high-quality work in a fast-paced environment
Identify potential value creation opportunities and risks that may impact transaction pricing or structure
Support business development efforts through relationship building, networking, and contributing to proposals and pitch materials