Audit Senior Manager | Alternative Investments

CBIZ

$120K — $145K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 8 years in public accounting or related field
  • 5 years of supervisory experience
  • Active CPA or equivalent certification
  • Proficiency in managing client engagements
  • Strong verbal and written communication skills
  • Familiarity with relevant technology

Responsibilities

  • Focus on meeting all client timelines with results-oriented mindset
  • Build and lead a team conducting audits of private equity and venture capital portfolios
  • Travel with audit teams based on geographic portfolio locations
  • Develop and maintain relationships with clients and investment company owners
  • Collaborate across service lines to create market strategies for portfolio company audits
  • Understand private equity and venture capital investment life cycle and potential exits
  • Utilize existing relationships in audit, tax, and advisory groups to enhance services

Benefits

  • Opportunity for hybrid work environment
  • Support from local assurance resources and national experts
  • Exposure to a diverse range of investment company clients
  • Potential career advancement within a growing firm
  • Dynamic team-oriented work culture
Full Job Description
Job Description

#LI-MC3 #LI-Hybrid

Responsibilities

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


Qualifications

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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