Full-Time
Chief Growth & Marketing Officer
Business Development, Marketing
Posted on 9/27/2025
Berkowitz Pollack Brant
201-500 employees
Tax, audit, and advisory services firm
No salary listed
Miami, FL, USA + 4 more
More locations: Boca Raton, FL, USA | West Palm Beach, FL, USA | Fort Lauderdale, FL, USA | New York, NY, USA
In Person
 Growth & Marketing (1) |
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- 15+ years of experience in business development, marketing, and growth leadership, ideally within public accounting or professional services.
- Demonstrated success in building go-to-market strategies and driving measurable revenue growth.
- Deep understanding of client lifecycle management, sales enablement, and integrated marketing best practices.
- Exceptional leadership, communication, and change management capabilities.
- Strong analytical and project management skills, with fluency in CRM, digital tools, and marketing automation platforms (e.g., HubSpot, Salesforce).
- Bachelor’s degree in business, Marketing, Communications, or related field; MBA or advanced degree preferred.
- Develop and lead a comprehensive growth strategy aligned with the firm’s business objectives.
- Build and scale go-to-market plans across core services, industries, and emerging markets.
- Lead cross-functional initiatives that drive client acquisition, revenue acceleration, and market expansion.
- Institutionalize a structured sales enablement process, pipeline development, opportunity tracking, account planning, and cross-selling initiatives.
- Identify and deploy scalable growth playbooks, leveraging analytics and CRM tools for performance measurement.
- Partner with executive leadership and practice leaders to grow strategic accounts and uncover cross-selling opportunities.
- Lead strategic pursuits, major proposal development, and RFP responses in collaboration with marketing and technical teams.
- Cultivate strategic alliances, referral sources, and ecosystem partners to enhance firm visibility and new business channels.
- Oversee client satisfaction and experience programs, using insights to inform service innovation and retention strategies.
- Oversee the Marketing function to ensure that brand, messaging, and content align with business development goals.
- Lead the development of integrated marketing campaigns across digital, traditional, and experiential channels.
- Guide the creation of compelling marketing collateral, thought leadership, event strategies, and social media content.
- Elevate the firm’s external presence through PR, earned media, sponsorships, awards, and high-profile engagements.
- Partner with internal teams on firmwide newsletters, internal communications, and employer branding efforts.
- Drive collaboration between marketing and business development to support practice leaders in cross-selling and client engagement.
- Lead the development of tools and resources to support the sales lifecycle—collateral, presentations, digital assets, and proposals.
- Manage CRM systems (e.g., HubSpot or Salesforce) and reporting dashboards to enhance visibility into pipeline activity and ROI.
- Coordinate pipeline reviews, forecasting, and reporting cadence with stakeholders across departments.
- Serve as a strategic advisor to the Managing Partner and executive leadership on all growth-related initiatives.
- Lead, mentor, and grow a high-performing team of marketing, communications, and business development professionals.
- Foster collaboration across service lines to ensure unified go-to-market efforts and break down operational silos.
- Define KPIs and success metrics to evaluate the impact of growth and marketing programs, ensuring continuous improvement.
- MBA or advanced degree preferred.
Berkowitz Pollack Brant is a large public accounting and advisory firm in South Florida that offers tax, audit and assurance, business advisory, estate and corporate planning, forensic accounting, litigation support, and business valuation services. It collaborates with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors, and BayBridge Real Estate Capital to provide integrated income, estate, financial, and business planning for clients. Teams across domestic and international tax, audit, and advisory specialties work together to deliver coordinated tax planning, compliance, audit, and strategic guidance along with wealth and capital management through its partners. The firm serves entrepreneurs, executives, and privately held or publicly traded companies in the United States and Latin America, and aims to help clients achieve comprehensive economic and succession planning while maintaining strong regional leadership.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Miami, Florida
Founded
1980
Simplify's Take
What believers are saying
- Baker Tilly acquisition adds national platform to BPB's South Florida roots.
- Joseph Saka becomes Florida managing principal post-acquisition.
- Deana Love joins as tax director, bolstering specialized talent.
What critics are saying
- FTC blocks acquisition due to South Florida antitrust concerns in 6 months.
- Partners defect to RSM US, eroding 30% Latin America revenue in 12 months.
- 15% staff including Deana Love exit to Grant Thornton in 3 months.
What makes Berkowitz Pollack Brant unique
- BPB excels in real estate tax expertise for high-net-worth clients.
- Multilingual team supports nearly a dozen languages for Latin America.
- Affiliates Provenance Wealth and BayBridge provide integrated planning.
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Company News
Baker Tilly (US) to acquire Berkowitz Pollack Brant. Baker Tilly (US) has announced its intention to acquire Berkowitz Pollack Brant Advisors + CPAs, a prominent accounting and advisory firm headquartered in Miami, Florida, US. The acquisition is expected to establish Baker Tilly (US's) first presence in South Florida, a dynamic region known for rapid population growth and strong international business ties. By combining capabilities, the firm aims to broaden its service offerings and enhance support for clients operating in complex and cross-border environments. Speaking on the proposed acquisition, Joseph L Saka, chief executive officer, Berkowitz Pollack Brant, said: "This is the right move at the right moment for our firm. Our clients operate across markets and borders, and they're looking for advisers who can match that reach. Joining Baker Tilly (US) gives us the platform, the talent and the technology to support them in a bigger way while keeping the personal relationships and South Florida roots that define us." Berkowitz Pollack Brant founding and executive chair Richard A Berkowitz, JD, CPA, added: "We are enthusiastic about combining our complementary cultures with the sixth largest firm in America. Our team will have expanded resources to assist our clients in accomplishing their goals, and we will have enhanced opportunity to recruit outstanding professionals to grow our firm." Fred Massanova, chief growth officer at Baker Tilly (US), commented: "Berkowitz Pollack Brant is a firm clients trust because they know the market, they know the community and they know the work. Combining that depth of insight with Baker Tilly (US's) national scale creates a level of capability and perspective that is increasingly essential in today's environment. Together, we can help clients move faster, make better decisions and take on opportunities with even more confidence." This transaction reflects Baker Tilly (US's) long-term growth strategy to expand into priority markets, strengthen specialised capabilities and create meaningful opportunities for team members across the firm.
Baker Tilly, a Top 10 accounting firm based in Chicago, plans to acquire Miami-based Berkowitz Pollack Brant Advisors + CPAs, a Top 75 firm. Financial terms were not disclosed. The acquisition expands Baker Tilly's presence in South Florida and the East Coast. Baker Tilly reported $3 billion in revenue as of June 2025 with 11,000 professionals across over 100 offices. Berkowitz Pollack Brant has $115 million in revenue and 372 staff across Florida and New York locations. BPB, founded in 1980, specialises in real estate taxes and advising high-net-worth individuals, with multilingual capabilities in nearly a dozen languages. Upon completion, BPB CEO Joseph Saka will become Baker Tilly's managing principal for Florida. The deal continues Baker Tilly's acquisition strategy following private equity funding in February 2024, including earlier mergers with Moss Adams and several regional firms.
Baker Tilly to acquire Berkowitz Pollack Brant, expanding Southeast and East Coast presence. Chicago-based IPA Top 100 firm Baker Tilly (FY24 net revenue of 3.36 billion) has announced plans to acquire Miami-based IPA Top 100 firm Berkowitz Pollack Brant Advisors + CPAs (FY24 net revenue of 131.8 million), one of Florida's largest accounting and advisory firms. The planned acquisition will establish Baker Tilly's presence in South Florida while expanding its reach along the East Coast and strengthening specialized offerings for clients. Upon completion of the transaction, Joseph L. Saka, CEO of Berkowitz Pollack Brant, will join Baker Tilly as managing principal - Florida. Founded in 1980 and headquartered in Miami, Berkowitz Pollack Brant has built a national reputation for its real estate tax expertise and work advising high-net-worth individuals and families in the U.S. and abroad. The firm's multilingual team, fluent in nearly a dozen languages, will expand Baker Tilly's ability to serve clients with cross-border needs. "This is the right move at the right moment for our firm," Saka said. "Our clients operate across markets and borders, and they're looking for advisers who can match that reach. Joining Baker Tilly gives us the platform, the talent and the technology to support them in a bigger way while keeping the personal relationships and South Florida roots that define us." Richard A. Berkowitz, founding and executive chairman of Berkowitz Pollack Brant, added, "We are enthusiastic about combining our complementary cultures with the sixth largest firm in America. Our team will have expanded resources to assist our clients in accomplishing firm goals, and we will have enhanced opportunity to recruit outstanding professionals to grow the firm." The planned acquisition strengthens Baker Tilly's Southeast and New York presence and advances the firm's strategy to connect key East Coast markets. Berkowitz Pollack Brant's established offices in Miami and New York City deepen Baker Tilly's regional capabilities and complement firm offerings in tax consulting, assurance, risk, CFO advisory and digital services. "Berkowitz Pollack Brant is a firm clients trust because firm professionals know the market, the community and the work," said Fred Massanova, chief growth officer at Baker Tilly. "Combining that depth of insight with Baker Tilly's national scale creates a level of capability and perspective that is increasingly essential in today's environment." "This combination reflects who we are and where we're headed as a firm," said Jeff Ferro, CEO of Baker Tilly. "Berkowitz Pollack Brant brings exceptional talent, deep regional roots and capabilities that strengthen our ability to serve clients across the East Coast and beyond." The transaction reflects Baker Tilly's long-term growth strategy to expand in priority markets, strengthen specialized capabilities and create opportunities for team members. Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the transaction, said, "Baker Tilly gains a proven leader in South Florida, and Berkowitz Pollack Brant gains a national platform to accelerate growth. Clients ultimately benefit from deeper expertise and expanded capabilities."
Berkowitz Pollack Brant Advisors + CPAs recently announced that Deana Love, JD, CPA, joined the firm as a director in the Tax Services practice.