8 years of experience in public accounting or related field
6 years of supervisory experience
Active CPA or equivalent certification
Proficient in applicable technology
Strong verbal and written communication skills at all organizational levels
Proven integrity, client service, and leadership skills
Responsibilities
Lead audit engagements focused on asset management for various investment funds
Serve as the key client contact and trusted business advisor
Drive industry growth in New England and lead national initiatives
Manage billing targets and implement technology improvements like AI
Participate in business development efforts for CBIZ
Ensure compliance with quality control standards and US GAAP
Advise on valuations, LPA waterfalls, and accounting disclosures
Contribute to research on accounting standards and best practices
Benefits
Hybrid work environment
Opportunities for business development
Engagement with diverse asset classes
Leadership role with immediate responsibilities
Support for continued professional growth and development
Full Job Description
Job Description
#LI-MC3 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Responsible for leading audit engagements in asset management. Clients include investment funds in the private equity, infrastructure, private credit, venture capital, and real estate asset classes.
Immediately step into a leadership role, serving as the key client contact and be viewed as a trusted business advisor by clients.
Assist industry growth in the New England region and help lead national and regional initiatives.
Manage the practice effectively, meeting billing targets and working on initiatives to implement AI and other technology and improve realization.
Actively participate in business development opportunities for CBIZ.
Ensure quality control standards are met and consistent with US GAAP, and other regulatory guidelines.
Assist in the design, planning and review of attest procedures on valuations of investments in portfolio companies and real estate, interpretation of LPA waterfalls, PCAP analyses, and disclosures.
Serve as an advisor on technical matters as a Subject Matter Expert in asset management. Must have significant experience with ASC 946 investment companies.
Contribute to research and articles on technical accounting matters and provide insights in understanding new accounting standards and best practices for fund structures.
Build out staff, growth mindset.
Preferred Qualifications
Master's degree preferred in Accounting, Taxation or related field
Qualifications
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
