Senior Manager of Transaction Advisory Services

Established in 1980, 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. 

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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