Audit Manager | Portfolio Companies

#LI-TV1 #LI-Hybrid

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

 

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field 

Minimum Qualifications 

• Bachelor’s degree 
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology