Audit Supervisor | Portfolio Companies

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 

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