Manager of Managed Solutions & Technology (Client Accounting & Advisory Services)

Posted 3 Days Ago
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5 Locations
In-Office
Senior level
Fintech • Financial Services
The Role
The Manager oversees outsourced accounting and technology solutions for real estate clients, ensuring quality service delivery, managing client engagement, and leading a team of associates.
Summary Generated by Built In

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.

As an Accounting Manager within our Managed Solutions & Technology practice, you will lead the delivery of high-quality outsourced accounting, financial reporting, and technology-enabled solutions for a diverse portfolio of real estate clients, including property management companies, investment groups, and owners/operators.
This role requires strong real estate accounting expertise, managerial capabilities, and the ability to leverage technology platforms such as Yardi to optimize processes and deliver actionable financial insights. You will serve as a trusted advisor to clients while leading and mentoring a team of accounting professionals.

Key Responsibilities

Client & Engagement Management

  • Serve as the primary point of contact for real estate clients, overseeing day-to-day communication and ensuring exceptional service delivery.

  • Manage multiple client engagements concurrently, including scoping, workflow planning, budgeting, and timely execution.

  • Review and present financial packages, trends, KPI dashboards, and analytical insights to client management teams.

Technical Accounting & Reporting

  • Oversee accounting functions for retail, residential, industrial, and commercial property portfolios.

  • Direct the preparation, review, and analysis of monthly, quarterly, and annual financial statements.

  • Lead variance analyses, cash flow reporting, NOI calculations, and other key real estate performance metrics.

  • Manage recoverable billing processes including RET/CAM reconciliations and tenant-related charges.

  • Oversee general ledger maintenance, month-end close, journal entries, and fixed asset/capex tracking.

  • Ensure accurate preparation of budgets, reforecasts, and financial models.

Compliance & Operational Oversight

  • Ensure compliance with federal, state, and local regulatory requirements (sales/excise tax filings, debt compliance, RPIE, TC201, etc.).

  • Coordinate with internal tax teams to support tax filings, audits, and client inquiries.

  • Provide high-quality documentation and support for management, lenders, and auditors.

  • Recommend improvements to processes, workflows, and technology utilization to enhance efficiency and accuracy.

Team Leadership & Development

  • Supervise, mentor, and develop a team of associates and senior associates.

  • Provide training in real estate accounting, reporting standards, and Yardi functionality.

  • Oversee workload assignments, performance evaluations, and ongoing coaching.

Technology & Process Innovation

  • Leverage Yardi Voyager and related technologies to streamline reporting, automate processes, and improve data integrity.

  • Collaborate with the technology team to implement system enhancements or new client onboarding to Yardi.

  • Identify opportunities to integrate data analytics and dashboards into client deliverables.

Qualifications

  • Bachelor’s degree in accounting, Finance, or related field required; Master’s degree or CPA a plus.

  • Minimum 5+ years of real estate accounting experience, including supervisory or managerial responsibilities.

  • Advanced proficiency in Yardi Voyager is required.

  • Strong understanding of property-level accounting, CAM/RET reconciliations, budgeting, and real estate financial reporting.

  • Exceptional analytical, communication, and client-service skills.

  • Demonstrated ability to lead teams, manage multiple priorities, and meet tight deadlines.

  • Strong organizational skills with commitment to accuracy, quality, and continuous improvement.

  • Ability to work collaboratively across departments and build lasting client relationships.

What We Offer

  • Competitive compensation and comprehensive benefits.

  • Professional development, leadership training, and clear paths for career advancement.

  • Opportunities to work with sophisticated real estate clients and cutting-edge technologies.

  • A diverse, inclusive, and equitable culture rooted in collaboration and excellence.

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

Top Skills

Yardi
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The Company
Boca Raton, , Florida
364 Employees
Year Founded: 1980

What We Do

Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital to bring clients a comprehensive approach to income, estate, financial and business planning.

Our main areas of focus include domestic and international tax, audit and assurance services, business advisory services, estate and corporate planning, forensic accounting, litigation support and business valuation.

Our clients are entrepreneurs, executives, and privately held and publicly traded companies in the United States and Latin America.

We have been recognized by both Accounting Today and INSIDE Public Accounting as one of the top 60 firms in the U.S. and INSIDE Public Accounting named us one of the "Best of the Best"​ CPA firms in America 19 times.

For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com

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