Senior Associate 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.


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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.

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Position Overview

We are seeking a Senior Associate to join our Assurance & Advisory Services practice. This role is primarily focused on delivering high-quality assurance services to privately held companies across a variety of industries, while also providing value-added advisory insights to support our clients' growth and operational excellence.

The Senior Associate will lead audit engagements from planning through completion, supervise staff, and serve as a key day-to-day contact for client management.
Responsibilities

• Lead financial statement audits, reviews, compilations, and other assurance engagements for privately held companies.
• Manage all phases of engagements, including planning, risk assessment, fieldwork, and wrap-up.
• Prepare and review financial statements and footnote disclosures in accordance with U.S. GAAP.
• Perform and review testing of internal controls and substantive procedures in accordance with U.S. GAAS.
• Identify internal control deficiencies and prepare management letter comments and required communications.
• Ensure engagements are completed on time and within budget.
• Supervise, train, and mentor staff; review workpapers and provide constructive feedback.
• Serve as a primary liaison with client management, including owners, CFOs, and controllers.
• Develop practical recommendations to improve financial reporting processes and internal controls.
• Maintain strong client relationships and contribute to a collaborative team environment.

Qualifications

• Bachelor's or Master's degree in Accounting.
• Minimum of 3+ years of public accounting experience, with a strong focus on privately held companies.
• Experience leading audit engagements from planning through issuance.
• Strong technical knowledge of U.S. GAAP and U.S. GAAS.
• Experience preparing full financial statements and related disclosures.
• Demonstrated leadership and supervisory experience.
• Excellent written and verbal communication skills.
• Ability to manage multiple engagements and competing priorities.
• CPA license preferred or actively pursuing certification

At Baker Tilly X Berkowitz Pollack Brant, we combine the resources of a global advisory firm with the personalized service and entrepreneurial spirit of a local practice. Our Assurance & Advisory team partners closely with privately held businesses, providing high-quality compliance services along with thoughtful insights that help clients strengthen operations and plan for the future.

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