Talent.com
Audit Supervisor | Portfolio Companies

Audit Supervisor | Portfolio Companies

CBIZUSA, Massachusetts, Boston
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

  • Results oriented mindset focused on meeting all client timelines
  • 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
  • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
  • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development
  • Manage and retain multiple client relationships, engagements, and special projects
  • Leverage existing investment company relationships of audit, tax and advisory groups
  • Readiness to travel with audit teams as needed based on geographic locations of portfolio companies

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
  • The annual salary target for this job in this market is $110,000 - $140,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

    The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

    #LI-RP1 #LI-Hybrid

    serp_jobs.job_alerts.create_a_job

    Audit Supervisor • USA, Massachusetts, Boston

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Audit Supervisor | Construction

    Audit Supervisor | Construction

    CBIZBoston, MA, US
    serp_jobs.job_card.full_time
    With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationTaunton, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Manager in Training $48,000-$63,000 per year

    Manager in Training $48,000-$63,000 per year

    Domino's FranchiseGloucester, MA, US
    serp_jobs.job_card.full_time
    Do you know why Domino's Pizza hires so many drivers? Well, aside from the fact that our delicious pizza is the perfect solution for dinner for families all across the nation - we do it You wer...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Audit Manager | Portfolio Companies

    Audit Manager | Portfolio Companies

    CBIZBoston, MA, US
    serp_jobs.job_card.full_time
    With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    VP, Loan Operations Manager

    VP, Loan Operations Manager

    Bluestone BankRaynham, Massachusetts, United States, 02767
    serp_jobs.job_card.permanent
    serp_jobs.filters_job_card.quick_apply
    This is the foundation on which Bluestone Bank is built.We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions.Whether our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    VirtualVocationsDorchester, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Portfolio Manager for the Veteran and Family Member Programs (VFMP) Modernization initiative.Key Responsibilities Lead and manage the VFMP modernization portfolio, ensu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationPawtucket, Rhode Island
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Account Executive - Remote

    Sales Account Executive - Remote

    Riverside PaymentsGloucester, Massachusetts, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Job Summary Riverside Payments is one of the largest and fastest growing merchant services companies in the nation.We give businesses the ability to accept debit and credit cards as a form of payme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Audit Supervisor

    Audit Supervisor

    GpacLincoln, Massachusetts, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    I have a great CPA firm in the area looking for a full-time.Responsibilities for Audit Supervisor : .Supervise audit, review and compilation of financial statements in accordance with firm and profes...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Portfolio Accounting Analyst

    Senior Portfolio Accounting Analyst

    Wellington ManagementRoxbury, MA, US
    serp_jobs.job_card.full_time
    Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Manager, Portfolio

    Manager, Portfolio

    FirstService ResidentialCanton, MA, US
    serp_jobs.job_card.full_time
    As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationSalem, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationBeverly, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    CRE Portfolio Manager - Lowell

    CRE Portfolio Manager - Lowell

    Rockland TrustLowell, MA, US
    serp_jobs.job_card.full_time
    The Portfolio Manager (PM) role is a "credit oriented" role responsible for the preparation of effective analyses, risk administration, and making independent credit recommendations, with a particu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    Rockland TrustPlymouth, MA, US
    serp_jobs.job_card.full_time
    This is the main job post content.We have removed all extraneous details, links, and formatting elements to focus on the core information. The content is now clean and easy to read.If there are any ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationSalem, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Fulfillment Supervisor

    Fulfillment Supervisor

    VirtualVocationsLowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Fulfillment Supervisor to oversee a team of Fulfillment Specialists in a remote environment.Key Responsibilities Lead, coach, and develop a team of Fulfillment Speciali...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    CRE Portfolio Manager - Lowell / NH

    CRE Portfolio Manager - Lowell / NH

    Rockland TrustSalem, NH, US
    serp_jobs.job_card.full_time
    The Portfolio Manager (PM) role is a "credit oriented" role responsible for the preparation of effective analyses, risk administration, and making independent credit recommendations, with a particu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days