Berkowitz Pollack Brant Advisors + CPAs

Client Services Representative

• Manage accounting functions for property portfolios, including retail, residential, and commercial real estate.
• Oversee A/P and A/R activity across multiple properties and tenants.
• Prepare, analyze, and distribute monthly, quarterly, and annual financial statements.
• Perform income and expense variance analysis; prepare cash flow, NOI, and KPI reports.
• Handle recoverable billing, including RET/CAM reconciliations.
• Oversee general ledger functions, month-end close, and journal entries.
• Maintain fixed asset ledgers, track capitalization, and roll forward capital accounts.
• Assist in annual budgets and forecasting.
• Ensure compliance with federal, state, and local regulatory requirements (sales tax, debt reporting, RPIE, TC201, etc.).
• Support tax filings, payroll, and client correspondence.
• Maintain organized records and provide financial documentation to support management and clients.
• Perform other duties as required to support the team and firm.

Senior Associate, Client Accounting and Advisory Services