Audit Director | Portfolio Companies

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.

We are seeking a candidate with Big 4 (or equivalent) public accounting audit / assurance experience to join and help lead our rapidly growing New England Portfolio Company practice.This high-growth practice requires a candidate to demonstrate in-depth technical audit and accounting expertise (including complex debt / equity, revenue, consolidation, business combinations) combined with a strong passion for relationship and people development, all while providing best-in-class client service.

The role is at the director level, with a clear track to managing director and shareholder (“partner”) level at CBIZ.

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.

Preferred Qualifications

• Master’s degree preferred in Accounting, Taxation or related fieldpreferred

Minimum Qualifications

The annual salary target for this job in this market is $160,000 - $290,000. 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.

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