Senior Manager of Transaction Advisory Services

Berkowitz Pollack Brant • Miami, FL

11d

About The Position

Berkowitz Pollack Brant (BPB), established in 1980, is a certified public accounting firm with a strong reputation for delivering high-quality tax, assurance, and advisory services. BPB 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. 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. 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.

Requirements

• 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
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior