Manager of Assurance & Advisory Services

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Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.

Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Position Overview

The Manager of Assurance & Advisory Services is responsible for managing the day-to-day operations of assurance engagements while ensuring the delivery of high-quality client service. This role requires strong technical expertise, leadership, and project management skills to oversee engagements from planning through completion.

The Manager plays a key role in developing and mentoring team members, maintaining strong client relationships, and ensuring engagements are performed in accordance with professional standards. This individual works closely with Partners and firm leadership to manage client engagements, provide technical guidance, and contribute to the continued growth of the firm’s Assurance & Advisory practice.

Key Responsibilities

Client Engagement & Technical Responsibilities

• Manage and oversee assurance engagements from planning through completion, ensuring work is performed in accordance with U.S. GAAP and GAAS.

• Provide assurance services including financial statement audits, reviews, compilations, and agreed-upon procedures.

• Review audit workpapers, financial statements, and related disclosures to ensure accuracy, completeness, and compliance with professional standards.

• Apply advanced accounting and auditing knowledge to complex client situations.

• Identify key internal controls and evaluate their design and operating effectiveness.

• Assess risk areas and determine the nature, timing, and extent of audit procedures.

• Identify internal control deficiencies and communicate findings to client management through management letter comments and recommendations.

• Prepare and review financial statements and footnote disclosures in accordance with U.S. GAAP.

• Develop recommendations to improve clients’ financial reporting processes, internal controls, and operational efficiency.

Client Relationship Management

• Serve as a primary point of contact for clients throughout the engagement lifecycle.

• Develop and maintain strong client relationships and ensure a high level of client satisfaction.

• Gain a deep understanding of clients’ businesses, operations, and industry trends.

• Communicate engagement status, issues, and recommendations effectively with Partners and firm leadership.

Leadership & Team Development

• Supervise, mentor, and develop Seniors and Staff, providing coaching and performance feedback.

• Foster a collaborative, innovative, and team-oriented work environment.

• Delegate responsibilities effectively while maintaining engagement quality and efficiency.

• Participate in the recruitment, training, and professional development of assurance professionals.

• Assist in delivering internal training and continuing education programs.

Engagement & Practice Management

• Manage engagement budgets, timelines, and staffing to ensure efficient and profitable engagements.

• Coordinate engagement logistics, including scheduling team members and monitoring workflow.

• Ensure quality control standards and firm policies are consistently followed.

• Utilize audit technologies and data analytics tools to enhance service delivery and efficiency.

Business Development

• Identify opportunities to expand services within existing client relationships.

• Assist Partners with business development initiatives and proposal preparation.

• Participate in networking and professional activities that support the growth of the Assurance & Advisory practice.

Minimum Qualifications

• Certified Public Accountant (CPA) – Required

• 5–10 years of audit/assurance experience in public accounting

• Bachelor’s or Master’s degree in Accounting

• Strong knowledge of U.S. GAAP and GAAS

• Experience managing multiple engagements and client relationships

• Excellent written and verbal communication skills

• Strong analytical, organizational, and leadership skills

Preferred Qualifications

• Experience serving clients in industries such as:

  • Real Estate

  • Construction

  • Distribution

  • Retail

  • Professional Services

  • Hospitality

  • Healthcare

  • Technology

• Not-for-Profit

• Experience with audit and accounting software platforms

• Demonstrated leadership and team management experience

• Strong project management and time management skills

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