Client Success Associate Jobs in Boca Raton, FL (NOW HIRING)

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 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. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

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 looking for a Senior Associate/Senior Accountant to join our Client Accounting & Advisory Services Group. As an Accounting Senior Associate specializing in Real Estate with our team, you will play a key role in overseeing accounting functions for diverse property portfolios while leveraging technology to deliver financial insights. This role combines traditional accounting expertise with advanced reporting and analytics, offering the opportunity to contribute directly to the success of our real estate clients.

Responsibilities:

• Manage accounting functions for property portfolios, including retail, residential, and commercial real estate.

• Oversee A/P and A/R activity across multiple properties and tenants.

• Prepare, analyze, and distribute monthly, quarterly, and annual financial statements.

• Perform income and expense variance analysis; prepare cash flow, NOI, and KPI reports.

• Handle recoverable billing, including RET/CAM reconciliations.

• Oversee general ledger functions, month-end close, and journal entries.

• Maintain fixed asset ledgers, track capitalization, and roll forward capital accounts.

• Assist in annual budgets and forecasting.

• Ensure compliance with federal, state, and local regulatory requirements (sales tax, debt reporting, RPIE, TC201, etc.).

• Support tax filings, payroll, and client correspondence.

• Maintain organized records and provide financial documentation to support management and clients.

• Perform other duties as required to support the team and firm.

Qualifications:

• Bachelor's degree in accounting, finance, or a related field preferred; recent graduates with strong real estate internship experience will be considered.

• Minimum 2 years of real estate accounting experience.

• Proficiency in Yardi Voyager (required).

• Strong knowledge of accounting principles, real estate reporting, and regulatory compliance.

• Excellent analytical, communication, and interpersonal skills.

• Strong organizational skills with the ability to manage multiple priorities under deadlines.

• Ability to collaborate effectively within a team environment.

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 withhappy, enthusiastic over-achievers, you'll enjoy your career with us!