Audit Senior Associate | Portfolio Companies

With over offices and nearly 7, 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 :

• 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 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 , our offices were recognized by several local and national business journals as a Best Place to Work, including the Boston Globe, Bostons Best and Brightest, Providence Business Journal, and Forbes.

We are seeking a candidate with Big 4 (or equivalent) public accounting audit experience to join our rapidly growing New England Portfolio Company attest practice.

This expanding 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 development, all while providing unmatched client service.

Essential Duties and Responsibilities

• 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 Required

• Bachelors degree required; Masters degree preferred in Accounting, Taxation or related field
• 3 years experience in public accounting or related field
• 1 years supervisory experience
• CPA candidates preferred
• 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
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

The annual salary target for this job in this market is $80,-$,. 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 employees 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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