Bachelor's degree required; Master's preferred in Accounting or related field
3 years of experience in public accounting or related field
1 year supervisory experience preferred
CPA candidates preferred
Strong time management and multitasking skills
Effective verbal and written communication skills at all organization levels
Proficient in relevant technology
Willingness to travel as needed for client and business requirements
Responsibilities
Focus on meeting client deadlines and delivering results
Develop and strengthen relationships with clients and investment company owners
Collaborate with various service lines to create a strategy for portfolio company audits
Possess a deep understanding of the private equity and venture capital investment cycle
Handle all client responsibilities with proficient technical skills
Engage in new client development alongside upper management
Manage and retain relationships across multiple client engagements and special projects
Leverage existing relationships within audit, tax, and advisory groups
Travel with audit teams as required based on client locations
Benefits
Hybrid work model providing flexibility
Opportunities for professional development and advancement
Access to a network of experienced professionals
Diverse and inclusive workplace culture
Supportive team environment promoting collaboration
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
