Berkowitz Pollack Brant Advisors + CPAs

Manager

• Manage and oversee assurance engagements from planning through completion, ensuring work is performed in accordance with U.S. GAAP and GAAS.
• Provide assurance services including financial statement audits, reviews, compilations, and agreed-upon procedures.
• Review audit workpapers, financial statements, and related disclosures to ensure accuracy, completeness, and compliance with professional standards.
• Apply advanced accounting and auditing knowledge to complex client situations.
• Identify key internal controls and evaluate their design and operating effectiveness.
• Prepare and review financial statements and footnote disclosures in accordance with U.S. GAAP.

Manager – Assurance & Advisory Services

IT Support

• Answer support calls
• Provide both remote and onsite client support
• Support a full range of technologies from endpoint, mobile, to server solutions
• Document client networks
• Assist Sr. Engineers on projects
• Endpoint patch and vulnerability management
• Backup management
• Office 365 administration (Exchange, Intune, SharePoint)
• Security incident cleanup and remediation assistance
• Takes ownership of tasks and follows through to ensure complete resolution
• Takes a personal interest in, and responsibility for, quality of work they perform or are associated with
• Ability to pay close attention to detail while performing technically detailed tasks
• Ability and willingness to recognize when it is necessary to ask for technical expertise from others on the team
• Ability to provide accurate time estimates for how long a task will take
• Ability to quickly learn new technologies using self-study materials and intuition
• Ability to articulate technical information clearly and simply to non-technical people
• Enjoys helping people to the extent that no problem is considered mundane, no matter how simple the solution
• Is self-motivated and can be self-directed when necessary
• Enjoys sharing information, supporting others, and working on a team to achieve team goals

IT Support Specialist

• Prepare and review state and local tax returns, including income/franchise, sales and use, and other multistate filings as applicable
• Conduct research on complex state and local tax matters, including nexus, apportionment, and multistate compliance issues
• Assist in identifying tax planning opportunities and recommending solutions to help clients manage their state and local tax obligations
• Support the preparation of tax provisions related to state income taxes, as needed
• Monitor and analyze changes in state and local tax regulations and assess their potential impact on clients
• Work collaboratively with Partners, Directors, Managers, and other tax professionals to deliver high-quality client service
• Assist in mentoring and reviewing the work of associates and interns, as appropriate
• Maintain strong client relationships and communicate effectively regarding tax matters and project status

Senior Associate, Tax Services – SALT

Insurance

• Lead financial statement audits, reviews, compilations, and other assurance engagements for privately held companies
• Manage all phases of engagements, including planning, risk assessment, fieldwork, and wrap-up
• Prepare and review financial statements and footnote disclosures in accordance with U.S. GAAP
• Perform and review testing of internal controls and substantive procedures in accordance with U.S. GAAS
• Identify internal control deficiencies and prepare management letter comments and required communications
• Ensure engagements are completed on time and within budget
• Supervise, train, and mentor staff; review workpapers and provide constructive feedback
• Serve as a primary liaison with client management, including owners, CFOs, and controllers
• Develop practical recommendations to improve financial reporting processes and internal controls
• Maintain strong client relationships and contribute to a collaborative team environment

Senior Associate – Assurance & Advisory Services

Accounting Manager

• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
• Be accessible and anticipate client needs, questions, and issues
• Schedule internal and external deadlines to meet client expectations for delivery
• Interact at the highest levels of client organizations
• Resourceful at gaining exposure to client activities offering potential for application of firm services
• Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
• Establish record of gaining client use of wide range of firm services
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement
• Handle heavy load, including complex/demanding clients
• Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
• Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
• Create opportunities to gain new clients
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
• Regularly look for opportunities, recommendations, and additional firm services that could benefit client
• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
• Lead by example to positively impact employee morale
• Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
• Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities.

Senior Manager, Managed Solutions – Technology

• Actively participate in projects focused on Finance Performance Improvement, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Program/Project Management
• Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team)
• Interact directly with managers and partners on matters related to client and engagement management
• Strengthen existing client relationships by providing outstanding client service
• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
• Demonstrate excellent team skills, positive attitude and high ethical standards

Senior Associate, Managed Solutions – Technology, Client Accounting – Advisory Services

• Actively participate in projects focused on the following service offerings: GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Program/Project Management
• Supervise, develop and train staff on engagements
• Participate actively in the team’s work on a project
• Interact directly with senior managers and partners
• Strengthen existing client relationships and developing new business opportunities
• Communicate with business owners, executive management, investors, and lenders
• Invest in professional development through active participation in training sessions and networking events
• Assist with recruiting activities.