Overview:
A CPA with significant public accounting experience specializing in financial services audits. Began career at a Big 4 firm in their FS group, focusing on hedge funds, private equity, and banks. More recently worked at a boutique CPA firm of seven professionals, continuing to serve financial services clients. Following a recent merger, is now exploring opportunities with firms where they can continue to focus on FS clients in a stable, flexible environment.
Client Industries:
Hedge funds and private equity, including funds up to $100M and private equity clients with over $1B in assets heavily invested in real estate.
Splits:
95% audit with some exposure to partnership tax returns.
Qualifications:
CPA.
Salary Expectations:
$150k–$155k
Location / Work Schedule:
Based in Massachusetts, commutable to Greater Boston. Values flexibility to balance professional and family commitments.
Notice and Job Search Status:
In the early stages of exploring opportunities following a firm merger. Open to discussions now.
