Audit Senior Manager | Alternative Investments

CBIZ; Boston (MA); On-site; USD 120,000 - 170,000; Full time

Job summary

CBIZ, Inc. seeks an experienced Audit Manager to lead engagements focused on private equity and venture capital portfolio companies in the Boston area. You will oversee audit teams, manage client relationships, and ensure on-time delivery.

The role requires CPA, 8+ years in public accounting, supervisory experience, and willingness to travel. You will collaborate across service lines to grow portfolio company audits.

Qualifications

• Bachelor's degree required.
• 8 years experience in public accounting or related field.
• 5 years supervisory.
• Must have active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• Demonstrated ability to communicate verbally and in writing across all levels.

Responsibilities

• Results oriented, 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 portfolio locations.
• Develop and maintain strong client/investment company owner relationships.
• Collaborate with other service lines to develop a go-to-market strategy for portfolio company audits.
• Understand private equity and venture capital investment life cycles including exits.
• Leverage existing investment company relationships of audit, tax and advisory groups.
• Supported by local assurance resources and national subject matter experts.
• Additional responsibilities as assigned

Skills

CPA certification

Client engagements

Team leadership

Project management

Travel readiness

Education

Master's degree in Accounting/Taxation or related field

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.
• Additional responsibilities as assigned

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.
• Additional responsibilities as assigned

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.
• Additional responsibilities as assigned

Preferred Qualifications

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

Minimum Qualifications

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