Audit Senior Manager | Portfolio Companies

CBIZ

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

Qualifications

  • Bachelor's degree required
  • 8 years experience in public accounting or related field
  • 5 years supervisory experience
  • Active CPA or equivalent certification
  • Ability to manage client engagements effectively
  • Demonstrated communication skills at all organizational levels
  • Proficient in applicable technology

Responsibilities

  • Adopt results-oriented strategies to meet client timelines
  • Build and lead a team focused on auditing private equity and venture capital companies
  • Travel with audit teams based on geographic needs of clients
  • Develop strong relationships with clients and investment company owners
  • Collaborate with other service lines to create market strategies for portfolio company audits
  • Leverage existing investment company relationships across audit, tax, and advisory groups
  • Execute additional responsibilities as assigned

Benefits

  • Hybrid work arrangement
  • Support from local assurance resources
  • Access to national subject matter experts
  • Professional development opportunities
Full Job Description
Job Description

#LI-MC1 #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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