Audit Supervisor | Alternative Investments

Posted Yesterday
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2 Locations
Hybrid
Mid level
Consulting • Financial Services
The Role
Lead planning, execution, and completion of audits for alternative investment entities. Supervise, mentor, and review engagement teams, manage budgets and charge hours, support client billing, develop subject-matter expertise, and participate in practice development.
Summary Generated by Built In

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Responsibilities

CBIZ is seeking an experienced Audit Supervisor to join our growing Alternative Investment Group (AIG) practice. This role offers the opportunity to work with a diverse portfolio of alternative investment clients, including private equity funds, hedge funds, venture capital funds, fund-of-funds, and investment advisors. The Audit Supervisor will lead multiple audit engagements, supervise and mentor team members, and serve as a key point of contact for clients while delivering high-quality assurance services in a fast-paced, collaborative environment.

Essential Functions and Primary Duties

  • Lead the planning, execution, and completion of audit engagements for alternative investment entities, including private equity, hedge funds, venture capital funds, SBICs, and investment advisors
  • Develop a thorough understanding of the client’s business, contributing to the analysis and planning of client engagements
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
  • Achieve charge hour goals
  • Review engagement team members’ accounting, tax or auditing work: provide constructive review points
  • Supervise and guide team members on engagements, fostering a collaborative and productive work environment
  • Train and mentor engagement team members, supporting their technical and professional development
  • Assist in the client billing process with Managers, Directors or Managing Directors
  • Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
  • Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
  • Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements
  • Execute administrative duties as assigned
  • Additional responsibilities as assigned
Qualifications

Minimum Qualifications 

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
  • At least 3 years of experience in public accounting or related field
  • 1 year supervisory experience preferred
  • CPA candidates preferred
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs
About Us

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 in Accounting, Taxation, or related field
  • Master's degree in Accounting, Taxation, or related field
  • At least 3 years of experience in public accounting or related field
  • 1 year supervisory experience
  • CPA or CPA candidate
  • Ability to manage deadlines, work on multiple assignments, and prioritize
  • Demonstrated verbal and written communication skills at all organizational levels
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs
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The Company
HQ: Cleveland, OH
3,512 Employees

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.

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