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 Tillys 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 worlds 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.

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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

• Bachelors 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