FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Act as a strategic, trusted advisor and main point of contact for assigned Private Equity funds and portfolio companies
- Build and maintain long-term, trusted relationships with C-suite executives, deal teams, and operating partners
- Develop and execute value-added, client-facing activities
- Understand client objectives and proactively identify opportunities for audit, tax, and advisory services
- Develop and execute account plans aligned with client priorities
- Drive cross-service collaboration (Audit, Tax, & Advisory) to deliver integrated solutions
- Identify and pursue white space opportunities for service expansion across portfolio companies
- Ensure seamless delivery of services by coordinating with engagement teams and subject matter experts
- Monitor independence and compliance requirements to mitigate risk across multi-entity relationships
- Track and report on account performance, pipeline, and revenue metrics
- Represent Cherry Bekaert at industry events, conferences, and networking forums
- Participate in client and prospect roadshows across markets
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Business, or related field; CPA or MBA preferred
- 10+ years in client-facing account management or client service or business development within professional services
- Proven track record managing complex, multi-service relationships in Private Equity or financial services
- Strong understanding of audit, tax, and advisory services for Private Equity funds and portfolio companies
- Exceptional relationship-building, negotiation, and strategic planning skills
- Ability to navigate independence rules and compliance frameworks
- Proficiency in CRM tools, account management technology/tools, and data analytics for account planning
Benefits
Comp & perks- Competitive compensation and total rewards package
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Programs dedicated to enhancing personal and work life and providing financial protection
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementbusiness developmentaudit servicestax servicesadvisory servicesdata analyticscompliance frameworksrelationship managementstrategic planningnegotiation
Soft Skills
relationship-buildingstrategic advisorclient-facingcross-service collaborationproactive identificationcommunicationteam coordinationrisk mitigationperformance trackingnetworking
Certifications
CPAMBA