Senior Associate Managed Solutions &… at Berkowitz… · Remote

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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

We are seeking a Managed Solutions & Technology (MST) Senior Associate who is passionate about leveraging technology to enhance financial operations and deliver innovative solutions to clients. In this role, you will work closely with clients and internal engagement teams to support the implementation, optimization, and ongoing management of accounting and financial technology platforms.

The MST Senior Associate will play a key role in analyzing client processes, identifying opportunities for system improvements, and helping implement scalable technology solutions that improve efficiency, reporting accuracy, and operational performance. This position also involves mentoring junior team members and contributing to the successful delivery of client engagements within a dynamic professional services environment.

Industry Experience

The MST Senior Associate will operate in a fast-paced consulting environment where accounting expertise and technology solutions interact. This role requires a strong understanding of financial systems, data management, and operational workflows in order to help clients modernize their accounting processes.

Experience with enterprise resource planning (ERP) systems, financial reporting tools, and accounting platforms is highly valuable in delivering effective technology-driven solutions that align with business and regulatory requirements.

Key Responsibilities

• Support and lead portions of client engagements related to financial system implementations, accounting technology optimization, and managed accounting solutions.

• Analyze client accounting processes and workflows to identify opportunities for automation, efficiency improvements, and technology enhancements.

• Assist with the configuration, implementation, and support of accounting systems and ERP platforms.

• Troubleshoot system issues and provide ongoing operational support for financial software applications.

• Develop and maintain documentation related to system configurations, workflows, and client procedures.

• Collaborate with clients and internal teams to gather business requirements and translate them into practical system solutions.

• Assist in the development of financial dashboards, reporting tools, and analytics solutions that provide clients with actionable business insights.

• Review work performed by associates and provide guidance, mentorship, and training to junior team members.

• Communicate regularly with engagement teams and clients to ensure projects remain on schedule and deliverables meet quality standards.

• Stay current on emerging accounting technologies, automation tools, and industry best practices to support continuous improvement in service delivery.

Skills and Qualifications

• Strong analytical and problem-solving abilities with the capacity to interpret financial data and system outputs.

• Solid understanding of accounting processes, financial reporting, and internal controls.

• Experience working with accounting software or ERP platforms such as NetSuite, Sage, QuickBooks, or similar financial systems.

• Ability to work effectively in a collaborative, client-focused consulting environment.

• Strong communication skills with the ability to explain technical concepts to non-technical stakeholders.

• Ability to manage multiple projects and deadlines in a fast-paced environment.

• Proficiency in Microsoft Excel and other Microsoft Office applications.

• Interest in technology-enabled accounting solutions, automation, and financial data analytics.

Education and Experience

• Bachelor’s degree in accounting, Information Systems, Finance, Business Analytics, or a related field is required.

• Three (3) to Five (5) years of relevant professional experience in accounting, consulting, financial systems support, or technology implementation.

• Experience working with ERP systems, financial reporting tools, or data analytics platforms is preferred.

• Professional certifications such as CPA, CMA, or relevant technology certifications are a plus but not required.

What We Offer:

• A competitive and equitable workplace.

• Professional development and career growth opportunities.

• A diverse and inclusive culture

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