Senior Manager of Assurance & Advisory Services- Capital Markets

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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.
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 accomplished and driven Senior Manager to join our growing Capital Markets Group within the Assurance & Advisory Services practice. This is a high-visibility leadership role for an experienced assurance professional with extensive exposure to public companies, PCAOB standards, SEC reporting, and the financial services or capital markets sectors.

You will be responsible for overseeing complex audit engagements, managing client relationships at the executive level, and guiding internal teams through the ever-evolving regulatory landscape. This role is ideal for someone with a deep technical foundation, a passion for mentoring, and a desire to play a strategic role in shaping the firm’s Capital Markets practice.

Key Responsibilities:

• Lead full-cycle PCAOB audits for publicly traded companies, SPACs, and IPO-ready entities, ensuring full compliance with SEC, PCAOB, and SOX 404 requirements.
• Manage and review SEC filings including 10-Ks, 10-Qs, S-1s, 8-Ks, and other financial disclosures, providing technical guidance to engagement teams and clients.
• Provide insights on technical accounting issues including ASC 606 (Revenue Recognition), ASC 842 (Leases), ASC 805 (Business Combinations), and fair value measurement under ASC 820.
• Oversee the evaluation and testing of internal controls over financial reporting in accordance with SOX 404, identifying control deficiencies and recommending remediation strategies.
• Serve as the primary point of contact for CFOs, Controllers, and Audit Committees, offering strategic guidance and ensuring expectations are met with technical excellence and timeliness.
• Collaborate with legal counsel, underwriters, investor relations, and valuation specialists during IPO readiness and public company transactions.
• Drive engagement planning, risk assessment, staffing, budgeting, and client deliverables to ensure profitability and high-quality results.
• Mentor, develop, and supervise managers, senior associates, and associates, promoting technical development, performance feedback, and career progression.
• Participate in internal quality control reviews, firm methodology development, and adoption of emerging audit technologies and tools.
• Contribute to business development by identifying opportunities within existing accounts and participating in capital markets and financial services networking and thought leadership initiatives.

Qualifications:

Education & Licensure:

• Bachelor’s degree in accounting or a related field required
• Master’s degree in accounting or relevant discipline preferred
• Active CPA license required

Experience:

• Minimum of 8+ years of progressive public accounting experience, including 5+ years in PCAOB audits and capital markets clients
• Deep knowledge of SEC reporting requirements, SOX 404, and complex financial instruments
• Prior experience with IPO audits, SPAC transactions, de-SPACs, reverse mergers, or private equity-backed companies highly preferred
• Demonstrated success managing multiple, simultaneous high-risk engagements

Technical Skills:

• Advanced knowledge of U.S. GAAP, PCAOB standards, and SEC regulations
• Familiarity with SOX frameworks, internal control documentation, and evaluation tools
• Proficiency with audit platforms (e.g., CaseWare, ProSystem fx Engagement, or similar) and data analytics tools a plus

Ideal Candidate Profile:

• Strategic Leader: Capable of overseeing complex engagements with minimal oversight and contributing to practice development and firm strategy.
• Technically Excellent: Brings strong analytical skills and sound professional judgment in interpreting technical accounting and regulatory standards.
• Client-Centric: Builds lasting relationships with executive-level stakeholders, earns trust, and serves as a credible advisor during high-stakes transactions.
• Calm Under Pressure: Thrives in fast-paced environments, meets tight deadlines, and maintains quality under filing pressures and evolving client demands.
• Effective Mentor: Dedicated to developing junior talent, offering coaching and guidance that advances team skills and performance.
• Business-Oriented: Identifies cross-selling opportunities and contributes to growth through participation in proposals, pitches, and industry outreach.
• Adaptable and Collaborative: Navigates shifting priorities, regulatory updates, and client needs while fostering a culture of teamwork and accountability.

What We Offer:

• Access to national-level engagements with high-growth and market-moving clients
• Direct interaction with firm leadership and capital markets decision-makers
• A flexible, collaborative culture that values innovation and client service
• Comprehensive compensation and benefits, including generous PTO, continuing education, and performance-based incentive

This position is based in our South Florida Offices

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