Audit Manager - Portfolio Companies
Our client is searching for an Audit Manager - Portfolio Companies in MA, CT or RI.
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
Preferred Qualifications
Master’s degree in Accounting, Taxation or related field
Minimum Qualifications
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
Compensation Compensation range is between $120,000 - $160,000.
Equal Opportunity Employer CBIZ Talent Solutions is an Equal Opportunity Employer. CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
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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
Preferred Qualifications
Master’s degree in Accounting, Taxation or related field
Minimum Qualifications
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
Compensation Compensation range is between $120,000 - $160,000.
Equal Opportunity Employer CBIZ Talent Solutions is an Equal Opportunity Employer. CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
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