Audit Senior Associate II | Portfolio Company

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 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.

Join our growing success story in New England! With 300 professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.

Looking for a differentiated experience in public accounting? Interested in an opportunity for accelerated career growth and development, ownership of client relationships, and exciting and agile projects to work? We are seeking an experienced professional to join our Portfolio Company Audit Team as a Audit Senior Associate II, working in a rapidly growing area of our auditing & accounting practice. If you have a passion and interest in managing strong client relationships, growing a business unit, and working with leaders who are genuinely invested in your future - this role would be ideal for you! Along with getting to lead in audit and accounting areas such as technical debt/equity structures, complex revenue recognition, business combinations, consolidations, and more, you will also liaise regularly with portfolio company finance teams and their private equity and venture capital parents.

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 Required

• Bachelor's degree required; Master's 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 $85,000-$130,000. 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.