Senior Client Service Accountant

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 300 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 50 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.

A value added service we offer our clients is providing them with recruiting assistance. This position is for one of our clients located in the northern part of Broward County.

We are seeking an accomplished and detail-oriented Senior Client Service Accountant (SCSA) to join our multi-generational family office. This position is ideal for a seasoned accounting and finance professional with deep experience supporting high-net-worth individuals and families across complex personal, trust, and business structures.

You will be a strategic partner to our CFO, providing high-touch financial oversight, accounting expertise, and concierge-level client service. This role requires deep knowledge in financial operations, tax coordination, personal service support, and investment reporting. You’ll work closely with clients, their trusted advisors, and a variety of internal and external stakeholders to ensure seamless execution of financial, operational, and personal needs.

Key Responsibilities

Full-Cycle Accounting & Financial Oversight

• Manage comprehensive accounting operations across a diverse portfolio of personal, business, and trust entities.
• Maintain general ledgers (Sage Intacct or equivalent), perform reconciliations, journal entries, and month-end close.
• Prepare and review financial statements, cash flow reports, and net worth statements tailored to client needs.
• Monitor and manage approximately 100 bank and investment accounts (as applicable) with accuracy and discretion.

Accounts Payable & Cash Management

• Oversee end-to-end accounts payable and vendor management using tools like Bill.com.
• Administer personal and business credit card programs; ensure proper expense tracking and reporting.
• Manage daily cash flow, initiate fund transfers, and cultivate strong relationships with banks and financial institutions.

Tax, Audit & Compliance Support

• Liaise with external tax advisors to gather documentation and ensure accurate and timely compliance for personal, business, estate, and trust tax matters.
• Assist with audit preparation and implementation of financial controls and compliance processes.

Investment & Performance Reporting

• Create and maintain detailed investment performance reports, track asset allocation, capital activity, and investment returns across multi-asset portfolios.
• Work with financial advisors and custodians to ensure accuracy in reporting and integration with financial plans.

Insurance & Risk Management

• Evaluate and manage insurance coverage for clients' property, auto, umbrella, and specialty risks.
• Support the claims process and maintain relationships with brokers to optimize coverage structures.

Budgeting, Forecasting & Strategic Planning

• Partner with clients and internal stakeholders in the preparation and ongoing management of annual budgets and forecasts.
• Assist in financial modeling for transactions, capital expenditures, or new ventures.

Concierge & Household Services

• Coordinate household operations including staffing, payroll support, vendor contracts, and bespoke personal requests with utmost confidentiality and professionalism.

Human Resource & Operational Support

• Provide HR coordination for household or entity staff including payroll, compliance, benefits tracking, and employee relations support as needed.

Qualifications & Credentials

• Bachelor’s Degree in Accounting or Finance required; Master’s in Taxation preferred.
• Certified Public Accountant (CPA) required; CFP® or PFS designation a strong plus.
• 8–15 years of experience in a family office, wealth management firm, or financial services company supporting high-net-worth individuals.
• Proficiency in Microsoft Office 365 (advanced Excel required), Sage Intacct, and Bill.com.
• Strong understanding of personal finance, estate planning structures, tax principles, and investment reporting.
• Exceptional organizational and communication skills with a client-focused, solution-oriented mindset.
• High ethical standards, impeccable discretion, and a commitment to confidentiality.
• Florida Notary Public and Series 7/66 (inactive acceptable) are advantageous.