Audit Manager | Portfolio Companies

CBIZ; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading professional services provider in Boston seeks an Audit Manager to enhance client relationships and oversee multiple audit engagements. Candidates should have a Bachelor's degree, CPA certification, and significant experience in public accounting. This role requires travel and effective communication skills. Join a dynamic team focused on growing middle market businesses with actionable insights and solutions.

Qualifications

• 6 years of experience in public accounting or related field.
• 3 years supervisory experience.
• Must have active CPA or equivalent certification.

Responsibilities

• Develop and maintain client relationships.
• Manage multiple client engagements.
• Collaborate on go‑to‑market strategies for audits.

Skills

Client relationship management

Audit technical skills

Communication skills

Team collaboration

Education

Bachelor's degree

Master’s degree in Accounting, Taxation or related field

Job description

Audit Manager | Portfolio Companies – CBIZ

Join to apply for the Audit Manager | Portfolio Companies role at CBIZ. Location: Boston, MA.

Responsibilities

• Results oriented mindset focused on meeting all client timelines.
• Develop and maintain strong client/investment company owner relationships.
• Collaborate with other service lines, including tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go‑to‑market strategy targeting portfolio company audits.
• Understand private equity and venture capital investment life cycle, including 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.
• 6 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 engagements.
• Demonstrated 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. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.