Audit Manager

4 weeks ago


Boston, Massachusetts, United States CBIZ, Inc. Full time
About the Role

CBIZ, Inc. is seeking an experienced Audit Manager to join our Portfolio Company Audit Team. As a key member of our team, you will be responsible for managing client relationships, growing a business unit, and working with leaders who are genuinely invested in your future.

The ideal candidate will have a passion for managing strong client relationships, growing a business unit, and working with leaders who are genuinely invested in your future. You will also have the opportunity to lead in audit and accounting areas such as technical debt/equity structures, complex revenue recognition, business combinations, consolidations, and more.

Key Responsibilities
  • 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 required; Master's degree preferred in Accounting, Taxation, or related field
  • 6 years of experience in public accounting or related field
  • 3 years of supervisory experience
  • Must have CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology

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