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Berkowitz Pollack Brant

Manager of Forensic & Advisory Services

Berkowitz Pollack Brant, Boca Raton, FL


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 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.

JOB DESCRIPTION

Under the supervision of the Directors of the CPA Firm, the Forensic Accounting & Business Valuation Manager is the lead on all engagements/cases and advises clients with expert reports and/or analyses during litigation and investigations matters to assist them in legal recoveries or defense.

A day in the life of this position may include:

  • Primary liaison for all client related matters of engagements


  • Manage all detailed fact finding and accounting research and analysis


  • Directs and develops computer models including detailed and potentially complex spreadsheet analysis


  • Responsible for data gathering activities including document review and supervision, and quality control of data entry activities


  • Leads appropriate Firm members and others as appropriate


  • Responsible for engagement planning


  • Prepares client communications for senior level review


  • Engagement Methodology


  • Provides quality services clearly apparent to clients while utilizing sound business judgment


  • Financial Skills


  • Understanding of corporate and individual tax issues, accounting principles and financial models


  • Information Technology


  • Effectively utilizes information technology in performing and managing the engagement


  • Research Ability


  • Submits well documented and effective presentation of issues researched, identified and resolved


  • Engagement Management


  • Thoroughly understands total litigation process and manages multiple engagements simultaneously


  • Engagement Communication


  • Keeps Director apprised of engagement thrusts and client concerns and regularly prepares client status reports


  • Engagement Economics


  • Achieves agreed upon profitability objectives


  • Knowledge of Clients


  • Helps identify key client issues and their main concerns, extracting implications for future work


  • Documentation


  • Performs thorough review of engagement documentation and identifies all issues


  • Case work-up


  • Work is completely accurate, self-reviewed and ready for attack by opposing counsel


  • Knowledge of Firm Services


  • Able to articulate full-service capabilities to client and/or potential clients


  • New Business Development


  • Pursues new business opportunities utilizing appropriate Firm resources


  • Development of Staff


  • Motivates staff to perform to their potential and counsels regarding performance issues


  • Professional Development


  • Achieves recognized role as broad-based business achiever


  • Teamwork


  • Able to attain engagement goals and objectives through proper use of team members and resources


  • Recruiting


  • Able to attract and influence top candidates


  • Community


  • Cultivates useful relationships in business and professional organizations, which result in opportunities to promote the Firm


What you bring:

  • Bachelor's degree in accounting and/or Finance


  • Able to manage multiple deadlines and responsibilities


  • 5+ years of experience in auditing, accounting, business valuation, report delivery, financial consulting, and/or financial modeling


  • Certification/Degree preferred as an accounting major, CPA, MBA, ABV, CVA, CFF and/or CFE


  • Ability to communicate clearly and concisely, verbally and in writing in English


  • Works with confidential client matters, requires ability to keep matters confidential


  • Prior experience working in a CPA firm


If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!