Advisory manager

💰 $5,120 - $8,192 (Est.) 📍 Miami 🏠 Remote / WFH

Job Description

Qualifications
Knowledge of Firm Services
Bachelor's degree in accounting and / or Finance
Able to manage multiple deadlines and responsibilities
5+ years of experience in auditing, accounting, business valuation, report delivery, financial consulting, and / or financial modeling
Ability to communicate clearly and concisely, verbally and in writing in English
Works with confidential client matters, requires ability to keep matters confidential
Prior experience working in a CPA firm
Responsibilities
Under the supervision of the Directors of the CPA Firm, the Forensic Accounting & Business Valuation Manager is the lead on all engagements / cases and advises clients with expert reports and / or analyses during litigation and investigations matters to assist them in legal recoveries or defense
Primary liaison for all client related matters of engagements
Manage all detailed fact finding and accounting research and analysis
Directs and develops computer models including detailed and potentially complex spreadsheet analysis
Responsible for data gathering activities including document review and supervision, and quality control of data entry activities
Leads appropriate Firm members and others as appropriate
Responsible for engagement planning
Prepares client communications for senior level review
Engagement Methodology
Provides quality services clearly apparent to clients while utilizing sound business judgment
Understanding of corporate and individual tax issues, accounting principles and financial models
Effectively utilizes information technology in performing and managing the engagement
Submits well documented and effective presentation of issues researched, identified and resolved
Engagement Management
Thoroughly understands total litigation process and manages multiple engagements simultaneously
Engagement Communication
Keeps Director apprised of engagement thrusts and client concerns and regularly prepares client status reports
Engagement Economics
Achieves agreed upon profitability objectives
Knowledge of Clients
Helps identify key client issues and their main concerns, extracting implications for future work
Documentation
Performs thorough review of engagement documentation and identifies all issues
Case work-up
Work is completely accurate, self-reviewed and ready for attack by opposing counsel
Able to articulate full-service capabilities to client and / or potential clients
New Business Development
Pursues new business opportunities utilizing appropriate Firm resources
Development of Staff
Motivates staff to perform to their potential and counsels regarding performance issues
Professional Development
Achieves recognized role as broad-based business achiever
Able to attain engagement goals and objectives through proper use of team members and resources
Able to attract and influence top candidates
Cultivates useful relationships in business and professional organizations, which result in opportunities to promote the Firm
Job description
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 1+80, 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.

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

JOB DESCRIPTION

Under the supervision of the Directors of the CPA Firm, the Forensic Accounting & Business Valuation Manager is the lead on all engagements / cases and advises clients with expert reports and / or analyses during litigation and investigations matters to assist them in legal recoveries or defense.
• Primary liaison for all client related matters of engagements
• Manage all detailed fact finding and accounting research and analysis
• Directs and develops computer models including detailed and potentially complex spreadsheet analysis
• Responsible for data gathering activities including document review and supervision, and quality control of data entry activities
• Leads appropriate Firm members and others as appropriate
• Responsible for engagement planning
• Prepares client communications for senior level review
• Engagement Methodology
• Provides quality services clearly apparent to clients while utilizing sound business judgment
• Financial Skills
• Understanding of corporate and individual tax issues, accounting principles and financial models
• Information Technology
• Effectively utilizes information technology in performing and managing the engagement
• Research Ability
• Submits well documented and effective presentation of issues researched, identified and resolved
• Engagement Management
• Thoroughly understands total litigation process and manages multiple engagements simultaneously
• Engagement Communication
• Keeps Director apprised of engagement thrusts and client concerns and regularly prepares client status reports
• Engagement Economics
• Achieves agreed upon profitability objectives
• Knowledge of Clients
• Helps identify key client issues and their main concerns, extracting implications for future work
• Documentation
• Performs thorough review of engagement documentation and identifies all issues
• Case work-up
• Work is completely accurate, self-reviewed and ready for attack by opposing counsel
• Knowledge of Firm Services
• Able to articulate full-service capabilities to client and / or potential clients
• New Business Development
• Pursues new business opportunities utilizing appropriate Firm resources
• Development of Staff
• Motivates staff to perform to their potential and counsels regarding performance issues
• Professional Development
• Achieves recognized role as broad-based business achiever
• Teamwork
• Able to attain engagement goals and objectives through proper use of team members and resources
• Recruiting
• Able to attract and influence top candidates
• Community
• Cultivates useful relationships in business and professional organizations, which result in opportunities to promote the Firm

What you bring :
• Bachelor's degree in accounting and / or Finance
• Able to manage multiple deadlines and responsibilities
• 5+ years of experience in auditing, accounting, business valuation, report delivery, financial consulting, and / or financial modeling
• Certification / Degree preferred as an accounting major, CPA, MBA, ABV, CVA, CFF and / or CFE
• Ability to communicate clearly and concisely, verbally and in writing in English
• Works with confidential client matters, requires ability to keep matters confidential
• Prior experience working in a CPA firm

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

Last updated : 2026-0+-26

💡 Quick Summary

Seeking a career-building opportunity? The Advisory manager position is now open for candidates interested in the Accountant Jobs sector. This role in Miami offers a professional environment and growth potential.

Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.

Sponsored

Job Details

Company Name: Berkowitz Pollack Brant

Frequently Asked Questions

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The expected salary for Advisory manager in Miami is $5,120 - $8,192 (Est.) per month. Actual compensation may vary based on experience and negotiation.
Yes, Advisory manager is a remote / work from home position. You can apply from anywhere in India.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Advisory manager. Previous experience in Accountant Jobs is a plus. Freshers may also apply depending on the employer's requirements.
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