What are the responsibilities and job description for the Manager of Family Office position at Berkowitz Pollack Brant Advisors CPAs, LLP?
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 and one of the top 100 firms in the United States. BPB is an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs. Job Description: As a Manager of Family Office Services at BPB, you will oversee the delivery of comprehensive accounting, tax, and administrative services to our family office clients. You will manage a team of professionals, ensuring high-quality service and maintaining strong client relationships. Responsibilities: Oversee the full accounting processes, including timely posting of financial transactions, maintaining the general ledger, generating and posting journal entries, coordinating monthly close, and preparing financial reports. Manage accounts payable functions, ensuring accurate and timely processing of invoices and payments. Compile and analyze financial information to prepare entries to accounts and document business transactions. Prepare periodic account reconciliations, including bank and personal investment accounts. Monitor quality, verify information, and ensure accuracy of work. Prepare monthly/quarterly financial packages for clients with related workpapers. Assist in the preparation of annual tax packages and supporting documents. Stay informed of current technical developments and pending matters important to the firm, the profession, and clients. Handle special projects and other administrative tasks as assigned. Develop and use systems to organize and track information or work progress. Mentor and guide junior staff, fostering a collaborative and inclusive environment. Qualifications: Bachelor’s or Master’s degree in accounting, finance, or a related field, or equivalent training and experience. CPA preferred (or equivalent work experience). 3 years of experience in accounting, demonstrating a progression in complexity of responsibilities. Proficiency with firm software, Microsoft Office programs, and QuickBooks. Proven ability to communicate clearly and concisely in English, both verbally and in writing, in a professional manner. High level of integrity and respect for the confidential nature of the information. Well-rounded knowledge of accounting principles. Ability to research issues using expert materials available. What We Offer: 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. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, New York City, and a remote workforce throughout the country. With more than 400 accountants, tax specialists, advisors, and consultants, we are one of the largest accounting firms in South Florida, one of the top 100 firms in the nation, and one of the largest tax providers among firms under $100 million in annual revenue according to Accounting Today. Berkowitz Pollack Brant is proud to be included in Florida Trend’s annual list of the “Best Companies to Work For” in the state of Florida. In addition, the firm has been recognized by Accounting Today as one of the best CPA firms to work for. We are an equal-opportunity employer committed to creating a more diverse, equitable and inclusive firm with opportunities for growth and leadership for all. We provide an employee-centric workplace focused on integrity, mutual respect, ongoing training, and community service. Our success has proved that engaged and satisfied firm members provide outstanding services to clients.
Salary : $100
