Audit Supervisor | Alternative Investments

CBIZ, Inc.

$90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; Master's preferred in Accounting or related field
  • At least 3 years of experience in public accounting
  • 1 year of supervisory experience preferred
  • CPA candidates preferred
  • Strong organizational and time management skills
  • Excellent verbal and written communication abilities
  • Proficient with relevant technology
  • Willingness to travel as needed

Responsibilities

  • Lead audit planning, execution, and completion for alternative investment clients
  • Understand client businesses to aid in engagement analysis and planning
  • Ensure tasks are completed within budget and timelines, addressing variances
  • Achieve established charge hour goals
  • Review and provide constructive feedback on team members' work
  • Supervise and mentor engagement teams to foster collaboration
  • Assist in client billing processes with senior management

Benefits

  • Hybrid work environment
  • Opportunities for professional training and development
  • Engagement with a diverse portfolio of alternative investment clients
  • Participation in practice development activities
  • Potential for career advancement within the firm
  • Supportive team-oriented culture
Full Job Description
Job Description

#LI-AE1 #LI-Hybrid

Responsibilities

CBIZ is seeking an experienced Audit Supervisor to join our growing Alternative Investment Group (AIG) practice. This role offers the opportunity to work with a diverse portfolio of alternative investment clients, including private equity funds, hedge funds, venture capital funds, fund-of-funds, and investment advisors. The Audit Supervisor will lead multiple audit engagements, supervise and mentor team members, and serve as a key point of contact for clients while delivering high-quality assurance services in a fast-paced, collaborative environment.

Essential Functions and Primary Duties
  • Lead the planning, execution, and completion of audit engagements for alternative investment entities, including private equity, hedge funds, venture capital funds, SBICs, and investment advisors
  • Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
  • Achieve charge hour goals
  • Review engagement team members' accounting, tax or auditing work: provide constructive review points
  • Supervise and guide team members on engagements, fostering a collaborative and productive work environment
  • Train and mentor engagement team members, supporting their technical and professional development
  • Assist in the client billing process with Managers, Directors or Managing Directors
  • Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
  • Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
  • Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements
  • Execute administrative duties as assigned
  • Additional responsibilities as assigned


Qualifications

Minimum Qualifications
  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
  • At least 3 years of experience in public accounting or related field
  • 1 year supervisory experience preferred
  • CPA candidates preferred
  • 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 client and business needs


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