Job Description

Senior Associate Business Valuation & Litigation Services

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

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 among the Top 100 firms in the United States.

We are an Equal Opportunity Employer, committed to providing career opportunities to team members of all races, genders, sexual orientations, and beliefs.

As a Senior Associate in our Business Valuation & Litigation Services practice, you will play a vital role in the execution and delivery of complex business valuation engagements and, when applicable, support forensic accounting and litigation assignments. This position offers the opportunity to work on a wide range of matters, including valuations for financial reporting, tax planning and compliance, mergers and acquisitions, shareholder disputes, and other litigation-related purposes.

You will collaborate with experienced professionals and firm leadership to perform detailed financial analyses, develop valuation models, and prepare expert-level reports that help clients make informed decisions or support their case strategies.

Key Responsibilities

• Perform financial and economic analyses, business valuations, and forensic accounting investigations across diverse industries.
• Assist in preparing valuation reports for litigation, transaction advisory, financial reporting, estate and gift tax, and other strategic purposes.
• Conduct in-depth financial research, including document review, data analysis, financial modeling, and interpretation of complex financial statements.
• Collaborate with senior professionals to develop and communicate expert opinions and damages analyses.
• Draft and present clear, concise, and defensible valuation reports and presentations.
• Support the preparation of expert witness testimony and litigation exhibits.
• Manage multiple concurrent projects while maintaining accuracy, organization, and adherence to deadlines.
• Build strong relationships with clients and internal stakeholders through exceptional service and professionalism.

Qualifications

• Bachelor's degree in accounting, Finance, Economics, or a related field.
• CPA, CFA, ABV, CVA, or CFF certification (or progress toward certification) is strongly preferred.
• Minimum of 3 years of experience in business valuation, forensic accounting, or financial consulting.
• Solid understanding of valuation methodologies, including income, market, and asset-based approaches.
• Proven ability to perform financial modeling, interpret complex data, and apply analytical reasoning.
• Experience preparing valuation reports for a variety of purposes (litigation, M&A, financial reporting, or tax).
• Familiarity with tax and financial reporting issues related to valuation.
• Excellent written and verbal communication skills, including the ability to convey technical findings clearly.
• Strong attention to detail, integrity, and ability to handle confidential information.
• Bilingual (English/Spanish) proficiency preferred.
• Proficiency with Excel, Word, and financial research databases.
• Proficiency with key Business Valuation (BVAL) tools and databases, including Capital IQ, DealStats, IBISWorld, Partnership Profiles, and similar resources.
• Familiarity with AI-powered tools such as Microsoft Copilot to enhance efficiency and analysis.
• Hands-on experience performing valuation analyses in accordance with relevant ASC standards, including ASC 805 (Business Combinations), ASC 820 (Fair Value Measurement), ASC 350 (Goodwill and Intangibles), and ASC 718 (Stock-Based Compensation).
• Understanding of accounting standards such as ASC 842 (Leases) and ASC 815 (Derivatives and Hedging).

Why Join BPB?

• Collaborate with recognized leaders in business valuation and forensic accounting.
• Gain exposure to high-profile, complex cases that enhance your professional expertise.
• Access robust professional development opportunities, including mentorship and certification support.
• Thrive in a collaborative, inclusive, and growth-oriented environment.

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

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