Leads audit engagements for private equity and venture capital portfolio companies, builds audit teams, manages client and investment company relationships, coordinates with tax and advisory groups, develops go-to-market strategies, and oversees deadlines, assignments, communications, and engagement delivery. Requires strong knowledge of private equity and venture capital investment lifecycles, active CPA certification, public accounting experience, and willingness to travel as needed.
#LI-MC1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
- 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.
- Additional responsibilities as assigned
Preferred Qualifications
- Master's degree in Accounting, Taxation or related field
Minimum Qualifications
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
CBIZ Boston, Massachusetts, USA Office
Boston, United States
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