Manager of Managed Solutions & Technology (Client Accounting & Advisory Services) jobs in United States
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Berkowitz Pollack Brant Advisors + CPAs · 16 hours ago

Manager of Managed Solutions & Technology (Client Accounting & Advisory Services)

Berkowitz Pollack Brant is a certified public accounting firm with a significant presence in South Florida and New York. The Accounting Manager will lead the delivery of outsourced accounting and technology-enabled solutions for real estate clients while managing a team of accounting professionals.

AccountingConsultingCrowdfundingFinancial ServicesService Industry
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Maria Alejandra (MARI) Luque-Hanchett
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Responsibilities

Serve as the primary point of contact for real estate clients, overseeing day-to-day communication and ensuring exceptional service delivery
Manage multiple client engagements concurrently, including scoping, workflow planning, budgeting, and timely execution
Review and present financial packages, trends, KPI dashboards, and analytical insights to client management teams
Oversee accounting functions for retail, residential, industrial, and commercial property portfolios
Direct the preparation, review, and analysis of monthly, quarterly, and annual financial statements
Lead variance analyses, cash flow reporting, NOI calculations, and other key real estate performance metrics
Manage recoverable billing processes, including RET/CAM reconciliations and tenant-related charges
Oversee general ledger maintenance, month-end close, journal entries, and fixed asset/capex tracking
Ensure accurate preparation of budgets, reforecasts, and financial models
Ensure compliance with federal, state, and local regulatory requirements (sales/excise tax filings, debt compliance, RPIE, TC201, etc.)
Coordinate with internal tax teams to support tax filings, audits, and client inquiries
Provide high-quality documentation and support for management, lenders, and auditors
Recommend improvements to processes, workflows, and technology utilization to enhance efficiency and accuracy
Supervise, mentor, and develop a team of associates and senior associates
Provide training in real estate accounting, reporting standards, and Yardi functionality
Oversee workload assignments, performance evaluations, and ongoing coaching
Leverage Yardi Voyager and related technologies to streamline reporting, automate processes, and improve data integrity
Collaborate with the technology team to implement system enhancements or onboard new clients to Yardi
Identify opportunities to integrate data analytics and dashboards into client deliverables

Qualification

Real estate accountingYardi VoyagerFinancial reportingAnalytical skillsBudgetingTeam leadershipClient service skillsCommunication skillsOrganizational skillsCollaboration

Required

Bachelor's degree in Accounting, Finance, or a related field required
Minimum of 5+ years of real estate accounting experience, including supervisory or managerial responsibilities
Advanced proficiency in Yardi Voyager is required
Strong understanding of property-level accounting, CAM/RET reconciliations, budgeting, and real estate financial reporting
Exceptional analytical, communication, and client-service skills
Demonstrated ability to lead teams, manage multiple priorities, and meet tight deadlines
Strong organizational skills with a commitment to accuracy, quality, and continuous improvement
Ability to work collaboratively across departments and build lasting client relationships

Preferred

Master's degree or CPA a plus

Benefits

Competitive compensation and comprehensive benefits.
Professional development, leadership training, and clear paths for career advancement.
Opportunities to work with sophisticated real estate clients and cutting-edge technologies.
A diverse, inclusive, and equitable culture rooted in collaboration and excellence.

Company

Berkowitz Pollack Brant Advisors + CPAs

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

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 (3)
2023 (2)
2022 (2)
2021 (2)

Funding

Current Stage
Growth Stage

Leadership Team

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Joseph L. Saka, CPA/PFS
Chief Executive Officer
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Jose Vergara
President and COO
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Company data provided by crunchbase