Audit Manager | Investment Companies

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE : CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ is honored to be the recipient of several national recognitions for 2023 :

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Top Workplaces - Financial Services Industry
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States.

MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Our two New England offices, located in Boston, MA and Providence, RI have more than 270 professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients.

We are also proud of our strong company culture. In 2022, our offices were recognized by several local and national business journals as a Best Place to Work, including the Boston Globe, Boston's Best and Brightest, Providence Business Journal, and Forbes.

We are seeking a candidate with national firm public accounting audit experience to join our rapidly growing New England Investment Companies attest practice.

This expanding practice requires a candidate to demonstrate in-depth technical audit and accounting expertise (including understanding of accounting framework under ASC 946, complex partners' capital structuring, sophisticated investment valuation modeling and other areas unique to the investment company space) combined with a strong passion for relationship development, experience working with both on and offshore audit team members and a drive to accelerate growth, all while providing unmatched client service.

Essential Functions and Primary Duties

• Results oriented mindset focused on meeting all client / regulatory deadlines
• Develop and maintain strong client / fund administrator relationships
• Develop junior team members on nuances to the industry to accelerate the ability to grow the practice
• Ability to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and portfolio company assurance practices, to develop a go-to-market strategies targeting expanding fund level relationships
• Demonstrate proficient technical skills for handling all client management responsibilities, including knowledge of auditing standards relative to fair value estimation and the ability to interpret the nuances of fund level governing documents
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development.

Leveraging existing relationships to tell the "Why CBIZ" story.

The ability to effectively collaborate with both remote and offshore audit resources

Minimum Qualifications Required

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
• 6 years experience in public accounting or related field
• 3 years supervisory experience
• Must have CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels or organization, both internally and externally
• Proficient use of applicable technology

The annual salary target for this job in this market is $105,000-$155,000. 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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