Audit Manager

3 days ago

Boston, Massachusetts, United States CBIZ Full time $60,000 - $1,000,000 per year
Description

#LI-RP1 #LI-Hybrid

Responsibilities

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 
Qualifications

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

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