Audit Supervisor | Portfolio Companies

CBIZ, Inc. • Boston, MA

44d • 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 Minimum 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

Requirements

• Bachelor's degree required
• At least 3 years of experience in public accounting or related field
• 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

Nice To Haves

• Master's degree preferred in Accounting, Taxation or related field preferred
• 1 year supervisory experience preferred
• CPA candidates preferred

Responsibilities

• Meeting client timelines
• Develop and maintain client relationships
• Collaborate with other service lines
• Understanding private equity and venture capital investment life cycle
• Demonstrate proficient technical skills
• Responsible for new client 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Number of Employees: 5,001-10,000 employees