Bachelor's degree required; Master's in Accounting or Taxation preferred
3+ years in public accounting or related field
1 year supervisory experience preferred
CPA candidates preferred
Strong deadline management and multitasking ability
Excellent verbal and written communication skills
Proficient in relevant technology
Willingness to travel as needed
Responsibilities
Focus on achieving client deadlines and results
Build and maintain strong client and investment company relationships
Collaborate with service lines to create market strategies for portfolio audits
Understand private equity and venture capital investment life cycles
Handle all client responsibilities with proficient technical skills
Assist in new client development with upper management
Manage multiple client relationships and special projects
Travel with audit teams to client locations as required
Benefits
Flexible work arrangements, including hybrid options
Professional development opportunities
Extensive networking opportunities with industry leaders
Collaborative work environment with cross-service collaboration
Potential for career advancement within the organization
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
