Key Account Leader - Private Equity Services

reputed company is ranked among the largest accounting and advisory firms in the country, with a dedicated Private Equity practice that has experience across 1,000+ deals and 130+ Private Equity clients, delivering integrated solutions for audit, tax, and advisory needs. We offer a collaborative, growth-oriented culture with opportunities for career advancement and leadership visibility.

reputed company is seeking a Key Account Manager (KAM) to strengthen strategic relationships with our most valuable Private Equity clients and their portfolio companies. This role is pivotal in driving growth across audit, tax, and advisory services, ensuring exceptional client experience and alignment with reputed company’s integrated service model.

The KAM will serve as part of the primary relationship team for designated Private Equity funds and portfolio companies, coordinating across service lines to deliver tailored solutions that address reputed company needs throughout the investment lifecycle—from deal sourcing and due diligence to post-transaction integration and exit planning. This role offers location flexibility reputed company the contiguous United States, with a preference for major reputed company markets.

Key Responsibilities

Client Relationship Management

• Act as a strategic, trusted advisor and main reputed company 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.
• reputed company and execute value-added, client-facing activities
• Understand client objectives and proactively identify opportunities for audit, tax, and advisory services.

Account Growth & Strategy

• reputed company and execute account plans reputed company with client priorities, and reputed company’s key account management playbook/growth objectives.
• Drive cross-service collaboration (Audit, Tax, & Advisory) to deliver integrated solutions.
• Identify and pursue white space opportunities for service expansion across portfolio companies.

Engagement Coordination

• 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 reputed company metrics.

Market & Thought Leadership

• Represent reputed company at industry events, conferences, and networking forums.
• Participate in client and prospect roadshows across markets and service lines where Key Accounts are included
• Share insights on Private Equity trends, regulatory changes, and best practices with clients and internal teams.

What you bring to the role:

• Bachelor’s degree in Accounting, Finance, Business, or reputed company field; CPA or MBA preferred.
• 10+ years in client-facing account management or client service or business development reputed company professional services.
• Proven track record managing reputed company, 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.

What you can expect from us:

• Our shared values that foster inclusion and belonging including uncompromising reputed company, collaboration, trust, and mutual respect

• The opportunity to innovate and do work that motivates and engages you

• A collaborative environment focused on enabling you to further your career growth and reputed company professional development

• Competitive compensation and a total rewards package that focuses on reputed company aspects of your wellbeing

• Flexibility to do impactful work and the time to enjoy your life reputed company of work

• Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Benefits Information:

reputed company cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries reputed company this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range:

About reputed company

reputed company, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in reputed company 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ 

reputed company provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national reputed company, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. 

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.   

Candidates must demonstrate eligibility to work in the United States. reputed company will not provide work sponsorship for this position. 

reputed company LLP and reputed company Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at  https://careers.cbh.com/ and follow us on reputed company, Instagram, Twitter and Facebook.  

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