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Inc. is the voice of the American entrepreneur, inspiring and documenting the risk-takers and ultra-driven go-getters who represent the most dynamic force in the American economy.
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Audit Director | Portfolio Companies

CBIZ

Boston, MA

Responsibilities

Results oriented mindset focused on meeting all client timelines
Desire to build a team focused on audits of private equity and venture capital portfolio companies.
Readiness to travel with audit teams as needed based on geographic locations of portfolio companies
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.
Leverage existing investment company relationships of audit, tax and advisory groups.
Supported by local assurance resources and national subject matter experts.

Preferred Qualifications

Master's degree preferred in Accounting, Taxation or related field

Minimum Qualifications

Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs

About CBIZ

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

#J-18808-Ljbffr","

Audit Director | Portfolio Companies

CBIZ

Boston, MA

Responsibilities

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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
- Masters degree in Accounting, Taxation or related field
Minimum Qualifications
- Bachelors 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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Audit Manager - Portfolio Companies
Our client is searching for an Audit Manager - Portfolio Companies in MA, CT or RI.
Essenti...","Audit Manager - Portfolio Companies","New Haven, CT, US, 06540",["B","2619382393"],"Work at Marcum Search","/jobs/2619382393-audit-manager-portfolio-companies","/jobs?keyword=Marcum+Search","/jobs?location=New+Haven%2C+CT%2C+US%2C+06540","/jobs?keyword=Audit+Manager+-+Portfolio+Companies","actionData","errors"]

Audit Director | Portfolio Companies

Responsibilities

Preferred Qualifications

Minimum Qualifications

About CBIZ

Audit Director | Portfolio Companies

Responsibilities

Audit Manager - Portfolio Companies

Essential Functions and Primary Duties

Preferred Qualifications

Minimum Qualifications

Compensation

Equal Opportunity Employer

Audit Manager - Portfolio Companies