Audit Director | Portfolio Companies

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

Job summary

CBIZ in Boston is seeking a senior audit professional to lead private equity and venture capital portfolio company audits. This role requires traveling with audit teams as needed and building strong relationships with client owners across portfolio entities.

The candidate will collaborate with tax, advisory, and investment company assurance groups to develop go-to-market strategies for portfolio audits and leverage national experts to deliver high quality service.

Qualifications

• Bachelor's degree required.
• Master's degree preferred in Accounting/Taxation or related field.
• Active CPA certification is required or equivalent.

Responsibilities

• Results oriented mindset focused on meeting all client timelines.
• Desire to build a team focused on audits of private equity and venture capital portfolio companies.
• Readiness to travel with audit teams as needed based on geographic locations of portfolio companies.
• Develop and maintain strong client/investment company owner relationships.
• Ability to collaborate 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 potential exits.
• Leverage existing investment company relationships across audit, tax and advisory groups.
• Supported by local assurance resources and national subject matter experts.

Skills

Results oriented

Travel readiness

Client relationship management

Cross-service collaboration

Leadership

Education

Bachelor's degree required

Master's degree preferred

Active CPA

Job description

• Results oriented mindset focused on meeting all client timelines
• Desire to build a team focused on audits of private equity and venture capital portfolio companies.
• Readiness to travel with audit teams as needed based on geographic locations of portfolio companies
• 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.
• Leverage existing investment company relationships of audit, tax and advisory groups.
• Supported by local assurance resources and national subject matter experts.

Job Description

Essential Functions And Primary Duties

• Results oriented mindset focused on meeting all client timelines
• Desire to build a team focused on audits of private equity and venture capital portfolio companies.
• Readiness to travel with audit teams as needed based on geographic locations of portfolio companies
• 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.
• Leverage existing investment company relationships of audit, tax and advisory groups.
• Supported by local assurance resources and national subject matter experts.

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.