Bachelor's degree required; Master's preferred in Accounting, Taxation or related field.
Minimum 3 years of experience in public accounting or related field.
1 year of supervisory experience is preferred.
CPA candidates are preferred.
Strong deadline management and multitasking skills.
Excellent verbal and written communication abilities across all organizational levels.
Proficient in relevant technology.
Willingness to travel based on client and business needs.
Responsibilities
Focus on meeting client timelines with a results-oriented mindset.
Develop and maintain strong relationships with clients and investment company owners.
Collaborate with service lines to create market strategies for portfolio company audits.
Understand the private equity and venture capital investment life cycle, including exits.
Demonstrate technical proficiency in client responsibilities and industry trends.
Develop new client opportunities alongside upper management, including presentations and proposals.
Manage and retain multiple client relationships and special projects.
Benefits
Hybrid work model for improved work-life balance.
Opportunities for professional development and growth.
Potential for travel to diverse geographic client locations.
Collaborative work environment with multiple service lines.
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
