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Berkowitz Pollack Brant Advisors + CPAs · 2 months ago

Senior Associate of Family Office

Fort Lauderdale

Full-time

Onsite

Mid, Senior Level

3+ years exp

Berkowitz Pollack Brant Advisors + CPAs is a certified public accounting firm seeking an experienced Senior Associate to join their Family Office Services team. This role involves overseeing accounting functions for high-net-worth clients, including financial statement preparation, cash management, and collaboration with senior leadership.

AccountingConsultingCrowdfundingFinancial ServicesService Industry

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Manage the preparation and posting of transactions and journal entries to the general ledger (GL), ensuring accurate tracking of all income, expenses, and adjustments

Lead the preparation of monthly financial reports, assist with the closing process, and ensure that all financial data is properly reflected in the system. Prepare and/or review monthly and quarterly financial statements for family office clients

Oversee the accounts payable and receivable functions, ensuring timely and accurate processing of invoices, expense reports, and collections

Oversee cash management activities, including managing incoming payments, outgoing checks, and ensuring proper documentation for all transactions

Communicate directly with clients, vendors, and internal teams to resolve financial issues, process payments, and ensure financial records are up to date

Support tax compliance processes, including the aggregation of tax documents and collaboration with tax preparation teams

Assist with the preparation of estate plan summaries and financial analysis

Assist with process improvements to increase the efficiency and accuracy of financial operations. Mentor and train junior staff and accounting associates

Work closely with managers, directors, and other team members to provide additional financial insights, reporting, and support on client projects

Qualification

UHNW tax preparationAccounting experienceFinancial statement preparationMicrosoft ExcelAccounting softwareOrganizational skillsTime-management skillsProblem-solving skillsCommunication skillsAttention to detailMentorshipCollaboration

Required

Bachelor's degree in accounting, finance, or a related field

3-5 years of UHNW tax preparation and accounting experience

Proficiency in Microsoft Excel and accounting software (e.g., QuickBooks, NetSuite, etc.)

Excellent organizational, time-management, and problem-solving skills

Strong written and verbal communication skills with the ability to work effectively with clients, vendors, and internal teams

Ability to work independently and take ownership of projects while maintaining attention to detail

Preferred

CPA preferred

Benefits

A competitive salary and equitable workplace.

Professional development and career advancement opportunities.

A collaborative, diverse, and inclusive culture that encourages innovation and growth.

A comprehensive benefits package, including health, wellness, and retirement plans.

Company

Berkowitz Pollack Brant Advisors + CPAs

Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US.

Founded in 1980

Miami, Florida, USA

201-500 employees

http://bpbcpa.com

H1B Sponsorship

Berkowitz Pollack Brant Advisors + CPAs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2023 (2)

2022 (2)

2021 (2)