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Audit Senior Manager
CBIZ · Boston, MA, United States
About The Role
#LI-MC3 #LI-Hybrid
Essential 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
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