Audit Director | Alternative Investments

CBIZ; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

CBIZ is seeking an experienced audit leader to drive asset management engagements across funds in PE, infra, real estate and VC. You will serve as the primary client contact and trusted advisor while guiding teams and ensuring GAAP compliance.

You will help grow CBIZ in the New England region, manage the practice to meet targets, and lead initiatives around AI and technology. A CPA and strong leadership are essential.

Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs

Responsibilities

• Lead audit engagements in asset management across private equity, infrastructure, private credit, venture capital and real estate
• Serve as key client contact and trusted business advisor
• Assist growth in New England and lead national/regional initiatives
• Manage the practice to meet billing targets and drive AI/tech initiatives
• Participate in business development opportunities for CBIZ
• Maintain quality control per US GAAP and regulatory guidelines
• Design, plan and review attest procedures on valuations and disclosures
• Advise as Subject Matter Expert in asset management with ASC 946 focus
• Contribute to research and insights on new accounting standards
• Build out staff and growth mindset

Skills

Leadership

Client relationships

Business development

Quality control

ASC 946 knowledge

Education

Master's degree preferred

Tools

CPA certification active

Job description

• Responsible for leading audit engagements in asset management. Clients include investment funds in the private equity, infrastructure, private credit, venture capital, and real estate asset classes.
• Immediately step into a leadership role, serving as the key client contact and be viewed as a trusted business advisor by clients.
• Assist industry growth in the New England region and help lead national and regional initiatives.
• Manage the practice effectively, meeting billing targets and working on initiatives to implement AI and other technology and improve realization.
• Actively participate in business development opportunities for CBIZ.
• Ensure quality control standards are met and consistent with US GAAP, and other regulatory guidelines.
• Assist in the design, planning and review of attest procedures on valuations of investments in portfolio companies and real estate, interpretation of LPA waterfalls, PCAP analyses, and disclosures.
• Serve as an advisor on technical matters as a Subject Matter Expert in asset management. Must have significant experience with ASC 946 investment companies.
• Contribute to research and articles on technical accounting matters and provide insights in understanding new accounting standards and best practices for fund structures.
• Build out staff, growth mindset.

Job Description

• Responsible for leading audit engagements in asset management. Clients include investment funds in the private equity, infrastructure, private credit, venture capital, and real estate asset classes.
• Immediately step into a leadership role, serving as the key client contact and be viewed as a trusted business advisor by clients.
• Assist industry growth in the New England region and help lead national and regional initiatives.
• Manage the practice effectively, meeting billing targets and working on initiatives to implement AI and other technology and improve realization.
• Actively participate in business development opportunities for CBIZ.
• Ensure quality control standards are met and consistent with US GAAP, and other regulatory guidelines.
• Assist in the design, planning and review of attest procedures on valuations of investments in portfolio companies and real estate, interpretation of LPA waterfalls, PCAP analyses, and disclosures.
• Serve as an advisor on technical matters as a Subject Matter Expert in asset management. Must have significant experience with ASC 946 investment companies.
• Contribute to research and articles on technical accounting matters and provide insights in understanding new accounting standards and best practices for fund structures.
• Build out staff, growth mindset.

Preferred Qualifications

• Master's degree preferred in Accounting, Taxation or related field

Minimum Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.