Senior Associate of Family Office

Senior Associate

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City.

With more than 400 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida with a large presence in New York and one of the top 100 firms in the United States

We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs.

We are seeking an experienced and detail-oriented Senior Associate to join our dynamic Family Office Services team. This position offers an opportunity for professionals with 3-5 years of accounting experience to take on more complex responsibilities and contribute to the financial success of our high-net-worth clients. As a Senior Associate, you will be responsible for overseeing the accounting functions for sophisticated clients and families, including preparation and review of financial statements, supporting treasury functions, and collaborating with other senior team members to support client advisory services.

Key Responsibilities :

• General Accounting : Manage the preparation and posting of transactions and journal entries to the general ledger (GL), ensuring accurate tracking of all income, expenses, and adjustments.
• Financial Statement Preparation : 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.
• Accounts Payable & Receivable Oversight : Oversee the accounts payable and receivable functions, ensuring timely and accurate processing of invoices, expense reports, and collections.
• Cash Management : Oversee cash management activities, including managing incoming payments, outgoing checks, and ensuring proper documentation for all transactions.
• Vendor & Client Relations : Communicate directly with clients, vendors, and internal teams to resolve financial issues, process payments, and ensure financial records are up to date.
• Tax Compliance Support : Support tax compliance processes, including the aggregation of tax documents and collaboration with tax preparation teams.
• Financial Planning : Assist with the preparation of estate plan summaries and financial analysis.
• Process Improvements & Mentorship : Assist with process improvements to increase the efficiency and accuracy of financial operations. Mentor and train junior staff and accounting associates.
• Collaboration with Senior Leadership : Work closely with managers, directors, and other team members to provide additional financial insights, reporting, and support on client projects.

Qualifications :

What We Offer :

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