#LI-TV1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
- Support the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines.
- Prepare financial statements and supporting schedules for investment fund clients, including footnote disclosures under supervision.
- Perform initial reviews and analyses of portfolio valuations, investment structures, and fair value measurements, escalating complex matters to supervisors as needed.
- Collaborate with client management and fund administrators to gather information and clarify accounting issues, referring more complex concerns to senior team members.
- Contribute to research on technical accounting matters and assist in understanding new accounting standards and best practices for fund structures, under guidance.
- Support the implementation of new financial reporting requirements and changes in accounting policies as directed.
Minimum Qualifications
- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
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
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated verbal and written communication skills at all levels
- Ability to travel based on client and business needs
- Proficient use of applicable technology
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.
