CBIZ
Audit Manager | Portfolio Companies
CBIZ, Boston, Massachusetts, us, 02298
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS213AU
With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.CBIZ is honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services.Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups.Looking for a differentiated experience in public accounting? Interested in an opportunity for accelerated career growth and development, ownership of client relationships, and exciting and agile projects to work? We are seeking an experienced professional to join our Portfolio Company Audit Team as an Audit Manager, working in a rapidly growing area of our auditing & accounting practice. If you have a passion and interest in managing strong client relationships, growing a business unit, and working with leaders who are genuinely invested in your future - this role would be ideal for you!Essential Functions and Primary DutiesResults-oriented mindset focused on meeting all client timelinesDevelop and maintain strong client/investment company owner relationshipsAbility 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 auditsMust be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investmentsDemonstrate 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 developmentManage and retain multiple client relationships, engagements, and special projectsLeverage existing investment company relationships of audit, tax, and advisory groupsReadiness to travel with audit teams as needed based on geographic locations of portfolio companiesMinimum Qualifications RequiredBachelor's degree required; Master's degree preferred in Accounting, Taxation, or related field6 years experience in public accounting or related field3 years supervisory experienceMust have CPA or equivalent certificationAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technologyThe annual salary target for this job in this market is $105,000-$155,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, and much more.
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Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS213AU
With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.CBIZ is honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services.Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups.Looking for a differentiated experience in public accounting? Interested in an opportunity for accelerated career growth and development, ownership of client relationships, and exciting and agile projects to work? We are seeking an experienced professional to join our Portfolio Company Audit Team as an Audit Manager, working in a rapidly growing area of our auditing & accounting practice. If you have a passion and interest in managing strong client relationships, growing a business unit, and working with leaders who are genuinely invested in your future - this role would be ideal for you!Essential Functions and Primary DutiesResults-oriented mindset focused on meeting all client timelinesDevelop and maintain strong client/investment company owner relationshipsAbility 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 auditsMust be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investmentsDemonstrate 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 developmentManage and retain multiple client relationships, engagements, and special projectsLeverage existing investment company relationships of audit, tax, and advisory groupsReadiness to travel with audit teams as needed based on geographic locations of portfolio companiesMinimum Qualifications RequiredBachelor's degree required; Master's degree preferred in Accounting, Taxation, or related field6 years experience in public accounting or related field3 years supervisory experienceMust have CPA or equivalent certificationAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technologyThe annual salary target for this job in this market is $105,000-$155,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, and much more.
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