Bachelor's degree required; Master's in Accounting, Taxation, or related field preferred.
3+ years in public accounting or related field.
1 year of supervisory experience preferred.
CPA candidates preferred.
Strong time management skills with ability to prioritize multiple assignments.
Excellent verbal and written communication skills across all organization levels.
Proficient in relevant technology.
Willingness to travel as per client needs.
Responsibilities
Focus on meeting client timelines and delivering results.
Build and maintain strong relationships with clients and investment company owners.
Collaborate with various service lines including tax and advisory for developing market strategies.
Utilize expertise in the private equity and venture capital investment life cycle.
Handle all client responsibilities with proficient technical skills and industry knowledge.
Participate in client development, meetings, presentations, and proposal processes.
Manage multiple client relationships and special projects.
Benefits
Hybrid work model.
Opportunity for professional development and training.
Collaboration with diverse service lines.
Exposure to a wide array of industries and investment practices.
Travel opportunities based on client needs.
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
Qualifications
Minimum Qualifications
Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
At least 3 years of experience in public accounting or related field
1 year supervisory experience preferred
CPA candidates preferred
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs
