5 years of public accounting experience or equivalent
3 years of supervision experience
Active CPA or equivalent certification
Strong client engagement management capability
Excellent verbal and written communication skills
Willingness to travel as needed
Responsibilities
Focus on meeting all client timelines
Develop and maintain client relationships with investment company owners
Collaborate with service lines like tax and advisory for strategic initiatives
Understand the private equity and venture capital investment lifecycle
Handle client responsibilities with technical proficiency
Engage in client development alongside upper management
Manage and retain multiple client engagements
Leverage existing audit, tax, and advisory relationships
Benefits
Hybrid work option
Opportunities for travel with audit teams
Participation in client meetings and presentations
Involvement in proposal development
Full Job Description
Job Description
#LI-MC3 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Results oriented mindset focused on meeting all client timelines
Develop and maintain strong client/investment company owner relationships
Ability to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits
Must be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investments
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development
Manage and retain multiple client relationships, engagements, and special projects
Leverage existing investment company relationships of audit, tax and advisory groups
Readiness to travel with audit teams as needed based on geographic locations of portfolio companies
Preferred Qualifications
Master's degree in Accounting, Taxation or related field
Qualifications
Minimum Qualifications
Bachelor's degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
