Senior Manager of Transaction Advisory Services

Berkowitz Pollack Brant Advisors + CPAs • Miami, FL

13d

About The Position

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