8 years of experience in public accounting or related field
6 years of supervisory experience
Active CPA or equivalent certification
Proficient use of applicable technology
Strong verbal and written communication skills
Demonstrated business integrity and leadership abilities
Responsibilities
Lead audit engagements in asset management across various investment funds
Serve as the primary client contact and trusted advisor
Support industry growth initiatives in the New England region
Manage practice operations to meet billing targets and implement technology improvements
Engage in business development opportunities for CBIZ
Ensure compliance with US GAAP and other regulatory standards
Design and review attest procedures for investment valuations and disclosures
Benefits
Hybrid work model with flexibility
Opportunities for professional growth and staff development
Involvement in shaping regional and national initiatives
Access to cutting-edge technology and AI tools
Collaborative team environment focused on integrity and excellence
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
