Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of accounting experience
• Management experience
• Proficiency with Microsoft Office (Excel, Word, Outlook, Teams)

Responsibilities

• Ensure accurate and timely financial reporting deliverables across multiple clients.
• Review client financial statements, partner capital statements, and other key reports.
• Provide technical accounting expertise and industry insights to clients.
• Coordinate and oversee the external audit process, as well as annual tax reporting with third-party accounting firms.
• Prepare and review partner capital calls, waterfall models, distribution notices, and management fee calculations.
• Lead, train, and mentor team members, setting clear objectives and delivering performance feedback.
• Ensure compliance with internal controls, policies, and procedures.

Benefits

• Strong training plans and materials provided.
• CPA Reimbursement Program to support your career.
• Competitive Medical, Dental & Vision Insurance.
• Company-Paid Life Insurance & 401(k).
• Generous PTO, Sick Time & Paid Holidays.
• Hybrid Scheduling after probation period.
• Inclusive, team-oriented culture where people come first.