Portfolio Company Audit Lead | PE/VC Relationships

CBIZ; Boston (MA); On-site; USD 110,000 - 140,000; Full time

Job summary

CBIZ, Inc. in Boston seeks a results-driven client relationship leader to guide portfolio company audits. You will collaborate with tax, advisory, and assurance teams to develop go-to-market strategies and manage multiple engagements.

With at least 3 years in public accounting and CPA candidate preferred, you will travel to client sites as needed and mentor junior staff while delivering timely, high-quality services.

Qualifications

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
• At least 3 years of experience in public accounting or related field
• 1 year supervisory experience preferred
• CPA candidates preferred
• 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 client and business needs

Responsibilities

• 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

Skills

Results oriented

Client relationships

Cross-service collaboration

Travel readiness

Technical skills

Education

Bachelor’s degree in Accounting/Taxation or related field

Master’s degree preferred

Job description

CBIZ, Inc. in Boston seeks a results-driven client relationship leader to guide portfolio company audits. You will collaborate with tax, advisory, and assurance teams to develop go-to-market strategies and manage multiple engagements.

With at least 3 years in public accounting and CPA candidate preferred, you will travel to client sites as needed and mentor junior staff while delivering timely, high-quality services.