Audit Manager | Portfolio Companies

CBIZ; Boston (MA); On-site; USD 120,000 - 160,000; Full time

Job summary

CBIZ, Inc. is seeking a client-facing professional in Boston with CPA credentials and strong supervisory experience to manage engagements for investment company audits. The role emphasizes building client relationships, cross-service collaboration, and strategic go-to-market activities.

The candidate should understand private equity/venture capital life cycles, communicate effectively, and be willing to travel to portfolio locations. Bachelor's degree required; Master’s preferred.

Qualifications

• Bachelor’s degree in accounting or related field required.
• 5 years of experience in public accounting or related field.
• 3 years supervisory experience.
• Active CPA or equivalent certification.
• Ability to manage client engagements and communicate with all levels.

Responsibilities

• Results oriented mindset focused on meeting client timelines.
• Develop and maintain strong client/investment company owner relationships.
• Collaborate with tax PE co-sourcing, advisory and assurance practices to develop a go-to-market strategy for portfolio company audits.
• Understand private equity and venture capital investment life cycles and exits.
• Demonstrate proficiency in handling client responsibilities and market trends.
• Lead new client development with upper management; participate in meetings and proposals.
• Manage multiple client engagements and special projects.
• Leverage existing investment company relationships across audit, tax and advisory groups.
• Travel with audit teams as needed based on portfolio locations.

Skills

Client relationship management

Communication skills

Travel readiness

CPA certification

Supervisory experience

Technology proficiency

Business development

Project management

Education

Bachelor's degree

Master's degree in Accounting/Taxation or related field

CPA certification

Job description

Job Description

• Results oriented mindset focused on meeting all client timelines
• 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
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development
• Manage and retain multiple client relationships, engagements, and special projects
• Leverage existing investment company relationships of audit, tax and advisory groups
• Readiness to travel with audit teams as needed based on geographic locations of portfolio companies

Essential Functions And Primary Duties

• Results oriented mindset focused on meeting all client timelines
• 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
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development
• Manage and retain multiple client relationships, engagements, and special projects
• Leverage existing investment company relationships of audit, tax and advisory groups
• Readiness to travel with audit teams as needed based on geographic locations of portfolio companies

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field

Minimum Qualifications

• Bachelor’s degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

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.