Full-Time

Manager of Managed Solutions & Technology

Posted on 3/21/2026

Berkowitz Pollack Brant

Berkowitz Pollack Brant

201-500 employees

Tax, audit, and advisory services firm

No salary listed

Miami, FL, USA + 3 more

More locations: Boca Raton, FL, USA | West Palm Beach, FL, USA | Fort Lauderdale, FL, USA

In Person

Category
Accounting (2)
,
Required Skills
NetSuite
Quickbooks
Financial analysis
Word/Pages/Docs
Yardi
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in accounting, finance, or a related field.
  • 5+ years of experience in accounting, finance, or a related field, with at least 2 years of experience managing or supervising teams.
  • Strong understanding of accounting principles, financial reporting, and regulatory compliance (federal, state, and local).
  • Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint) and accounting software (e.g., Yardi, Sage Intacct, QuickBooks, NetSuite, etc.).
  • Expertise in business intelligence, data analytics, and integrating technology to enhance accounting practices.
  • Proven ability to manage multiple priorities and client relationships effectively.
  • Strong leadership, organizational, and communication skills, with the ability to collaborate across teams and mentor staff.
  • A strategic thinker with problem-solving capabilities and the ability to influence decision-making at the client and firm level.
Responsibilities
  • Oversee the compilation and review of financial information, ensuring that financial statements, budgets, and reports are accurate, complete, and compliant with industry standards.
  • Manage and mentor a team of accounting professionals, providing guidance on complex tasks, conducting performance reviews, and fostering professional development.
  • Serve as the main point of contact for clients, managing relationships, understanding their needs, and providing strategic financial advice to help optimize their operations.
  • Lead the integration of technology tools and systems to improve accounting processes, leverage data analytics, and provide insights into financial trends and performance.
  • Ensure all work complies with federal, state, and local regulations, and assist clients in understanding and adhering to applicable compliance requirements.
  • Oversee project workflows, timelines, and budgets for client engagements. Ensure that deadlines are met, and deliverables are completed on time and within scope.
  • Supervise tax filings, accounts receivable, accounts payable, and payroll processing, ensuring accuracy and timely completion.
  • Provide strategic financial insights and recommendations to senior leadership, helping clients optimize their financial operations.
  • Identify areas for process improvements, implement best practices, and ensure continuous improvement of team efficiency and client outcomes.
Berkowitz Pollack Brant

Berkowitz Pollack Brant

View

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 Jobs

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.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at Berkowitz Pollack Brant who can refer or advise you

Benefits

Professional Development Budget

Performance Bonus

Company News

Baker Tilly
Dec 17th, 2025
Baker Tilly (US) to acquire Berkowitz Pollack Brant

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.

Accounting Today
Dec 15th, 2025
Baker Tilly acquires Berkowitz Pollack Brant for $115M revenue boost in South Florida

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.

INSIDE Public Accounting
Dec 15th, 2025
Baker Tilly to Acquire Berkowitz Pollack Brant, Expanding Southeast and East Coast Presence

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."

The Business Journals
Apr 4th, 2024
Submit People on the Move

Berkowitz Pollack Brant Advisors + CPAs recently announced that Deana Love, JD, CPA, joined the firm as a director in the Tax Services practice.

INACTIVE