Berkowitz Pollack Brant Advisors + CPAs
Manager of Family Office
Berkowitz Pollack Brant Advisors + CPAs - West Palm Beach, Florida, United States, 33412
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Manager of Family Office
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Manager of Family Office
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Berkowitz Pollack Brant Advisors + CPAs Berkowitz Pollack Brant Advisors + CPAs provided pay range
This range is provided by Berkowitz Pollack Brant Advisors + CPAs. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $140,000.00/yr Direct message the job poster from Berkowitz Pollack Brant Advisors + CPAs Associate Director Talent Acquisition | B.B.A. in International 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Accounting Referrals increase your chances of interviewing at Berkowitz Pollack Brant Advisors + CPAs by 2x Sign in to set job alerts for “Manager” roles.
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Manager of Family Office
role at
Berkowitz Pollack Brant Advisors + CPAs Join to apply for the
Manager of Family Office
role at
Berkowitz Pollack Brant Advisors + CPAs Berkowitz Pollack Brant Advisors + CPAs provided pay range
This range is provided by Berkowitz Pollack Brant Advisors + CPAs. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $140,000.00/yr Direct message the job poster from Berkowitz Pollack Brant Advisors + CPAs Associate Director Talent Acquisition | B.B.A. in International 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Accounting Referrals increase your chances of interviewing at Berkowitz Pollack Brant Advisors + CPAs by 2x Sign in to set job alerts for “Manager” roles.
Palm Beach, FL $90,000.00-$100,000.00 2 weeks ago West Palm Beach, FL $48,000.00-$52,000.00 5 days ago Executive Assistant to SVP of Operations
West Palm Beach, FL $40,000.00-$55,000.00 1 month ago Office Manager $75k-$100k (Title & Escrow)
Jupiter, FL $75,000.00-$100,000.00 2 weeks ago Palm Beach, FL $85,000.00-$95,000.00 1 week ago 000300 - Clinical Operations Management - Office Manager
Assistant Property Manager-Property Management Division
West Palm Beach, FL $60,000.00-$90,000.00 3 days ago West Palm Beach, FL $16.00-$18.00 6 days ago Call Center Representative/Appointment Scheduler
Customer Relations Representative - State Farm Agent Team Member
Wellington, FL $50,000.00-$75,000.00 2 years ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr