5 years of experience in public accounting or relevant field
3 years of supervisory experience
Active CPA or equivalent certification needed
Strong client engagement management skills
Excellent verbal and written communication abilities
Willingness to travel as required
Proficient in relevant technology
Responsibilities
Focus on meeting and exceeding client project timelines
Build and nurture relationships with clients and investment company owners
Collaborate with other service lines to create market strategies
Understand the private equity and venture capital investment lifecycle
Demonstrate technical proficiency in handling client responsibilities
Engage in new client development with senior management
Manage multiple client relationships and special projects
Travel with audit teams as necessary to client locations
Benefits
Flexibility of hybrid work environment
Opportunities for professional development and advancement
Access to a supportive team and resources
Variety of client projects and engagements
Exposure to diverse industry trends and practices
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
