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Berkowitz Pollack Brant

Senior Manager of Transaction Advisory Services

miami, FL

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Job description

Transaction Advisory Services (TAS) Senior Manager

We are seeking a strategic and client-focused Transaction Advisory Services (TAS) Senior Manager to lead large, complex engagements and drive client relationships. This role is responsible for overseeing multiple teams, providing high-level transaction insights, and contributing to the growth and development of the TAS practice. The ideal candidate is a proven leader with deep transaction experience and a strong ability to deliver value to clients.

Key Responsibilities

Lead and oversee multiple complex financial due diligence engagements across industries

Serve as a trusted advisor to clients, providing strategic insights and transaction support

Review and finalize key deliverables, ensuring quality, accuracy, and clarity of findings

Manage and develop Managers, Senior Associates, and Associates, fostering a high-performing team environment

Drive client relationships, including leading meetings with executives and private equity stakeholders

Identify and communicate key deal risks, opportunities, and strategic considerations

Collaborate with firm leadership on practice development and growth initiatives

Support and lead business development efforts, including sourcing opportunities, proposals, and presentations

Contribute to thought leadership and process improvement within the TAS practice

Qualifications

Bachelor's degree in Accounting, Finance, or a related field

7+ years of experience in transaction advisory, public accounting, or a related field

Extensive experience leading financial due diligence engagements

CPA designation strongly preferred

Advanced proficiency in Microsoft Excel and PowerPoint

Key Skills & Competencies

Strong leadership and team management capabilities

Advanced strategic thinking and problem-solving skills

Excellent client relationship management and communication skills

Ability to manage multiple high-priority engagements simultaneously

Strong business development and networking abilities

High level of professionalism and executive presence

Results-driven with a focus on delivering client value

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Worksite address

miami, FL, 33222, US

Who can apply

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