Bachelor's degree required; Master's degree preferred in related fields.
3+ years of experience in public accounting or similar roles.
1 year of supervisory experience preferred.
CPA candidates are highly regarded.
Strong organizational and prioritization skills for managing multiple deadlines.
Effective verbal and written communication skills at all organizational levels.
Proficiency in relevant technology.
Responsibilities
Focus on meeting all client timelines with a results-oriented mindset.
Build and maintain strong relationships with clients and investment company owners.
Collaborate with various service lines to strategize on portfolio company audits.
Understand the private equity and venture capital investment life cycle thoroughly.
Handle client responsibilities with technical proficiency across trends and industries.
Develop new client opportunities alongside upper management and participate in engagements.
Manage multiple client relationships and oversee special projects.
Travel with audit teams as necessary based on client locations.
Benefits
Hybrid work model flexibility.
Professional development opportunities.
Supportive team culture and collaborative environment.
Access to advanced technology and tools.
Networking opportunities with investment industry leaders.
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
