Managing Director | Engagement Quality Review - Alternative Investment Group - National Attest Office (Remote)

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 National Attest Office Managing Director (Partner Level) to join our growing and well established national firm. The NAO MD is responsible for aiding the EQR group in the review of financial statements, work papers, and related audited and reviewed work product, to ensure compliance with all relevant PCAOB, AICPA, regulatory standards, and Firm policies, procedures and best practices. The position will also assist with internal quality programs to achieve strategic objectives through initiatives designed to meet Firm goals.

Essential Functions and Primary Duties

• Assisting in firm-wide assurance quality control and compliance across a wide range of industries including our Alternative Investment Group which specializes in auditing Investment Funds across various industries / strategies and are subject to AICPA and SEC Independence standards.
• Assisting with required consultations on complex accounting and auditing matters, technical research to assist engagement teams, and training of the Firm's assurance personnel; Including Fair Value Measurements (ASC 820) and Investment Companies Specialized Industry Accounting (ASC 946)
• Aiding the EQR group in the review of financial statements, work papers, and related audited and reviewed work product, to ensure compliance with all relevant PCAOB, AICPA, regulatory standards, and Firm policies, procedures and best practices.
• Assisting with internal quality programs to achieve strategic objectives through initiatives designed to meet Firm goals.
• Leading or assisting the QC group regarding internal inspections of issuers and non-issuers, providing assistance to engagement teams undergoing Public Company Accounting Oversight Board ( PCAOB) and other external inspections, coaching of engagement teams in the identification of and responses to significant risks and the monitoring of the effectiveness of new guidance and tools.
• Proposing resolutions and providing accounting guidance, best practices and examples to the client service teams.
• Identifying areas that need or could benefit from quality improvement and develop and propose practice aids, tools and methodology to affect practical changes.
• Generating necessary reports for the executive team; read subordinates' reports.
• Supporting the Firm's strategic goals and service line initiatives to sustain and grow clients, programs and services.
• Complying with the professional and Firm requirements (e.g., employee handbook requirements, time entry procedures, audit quality control document requirements, etc.) including complying with confidentiality requirements (e.g., client information, proposal information, personnel information, job-related information, etc.).
• Actively attending and engaging in meetings and training sessions.
• Maintaining the required CPE for firm and licensing standards .

Preferred Qualifications

Minimum QualificationsRequired

The annual salary target for this job in this market is $240,000-$350,000 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.

The application window is anticipated to close on or before 12 / 31 / 2025.

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