Audit Manager | Portfolio Companies

CBIZ, Inc.•Boston, MA

42d•Hybrid

About The Position

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

Requirements

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

Nice To Haves

Master's degree in Accounting, Taxation or related field

Responsibilities

Meeting client timelines
Develop and maintain client relationships
Collaborate with other service lines
Develop a go to market strategy targeting portfolio company audits
Understanding private equity and venture capital investment life cycle
Demonstrate proficient technical skills for handling all client responsibilities
Responsible for new client development in partnership with upper management
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