#LI-BL1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
Responsible for leading audit engagements in asset management. Clients include investment funds in the private equity, infrastructure, private credit, venture capital, and real estate asset classes.
Immediately step into a leadership role, serving as the key client contact and be viewed as a trusted business advisor by clients.
Assist industry growth in the Mid-Atlantic region and help lead national and regional initiatives.
Manage the practice effectively, meeting billing targets and working on initiatives to implement AI and other technology and improve realization.
Actively participate in business development opportunities for CBIZ.
Ensure quality control standards are met and consistent with US GAAP, and other regulatory guidelines.
Assist in the design, planning and review of attest procedures on valuations of investments in portfolio companies and real estate, interpretation of LPA waterfalls, PCAP analyses, and disclosures.
Serve as an advisor on technical matters as a Subject Matter Expert in asset management. Must have significant experience with ASC 946 investment companies.
Contribute to research and articles on technical accounting matters and provide insights in understanding new accounting standards and best practices for fund structures.
Build out staff, growth mindset.
Preferred Qualifications
Master's degree preferred in Accounting, Taxation or related field
Minimum Qualifications
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
Skills Required
- Bachelor's degree
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Active CPA or equivalent certification
- Significant experience with ASC 946 investment companies
- Ability to manage deadlines, multiple assignments, and prioritize
- Proficient use of applicable technology
- Demonstrated verbal and written communication across all levels
- Proven business integrity, client service, and leadership skills
- Ability to travel based on client and business needs
- Master's degree in Accounting, Taxation or related field
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
