Audit Senior Manager | Alternative Investments
CBIZ
#LI-MC3 #LI-HybridCBIZ, 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.Minimum Qualifications Bachelor's degree required8 years experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on business needsEssential Functions and Primary DutiesResults oriented mindset focused on meeting all client timelinesDesire to build a team focused on audits of private equity and venture capital portfolio companies.Readiness to travel with audit teams as needed based on geographic locations of portfolio companiesDevelop and maintain strong client/investment company owner relationshipsAbility 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.Leverage existing investment company relationships of audit, tax and advisory groups.Supported by local assurance resources and national subject matter experts.Additional responsibilities as assignedPreferred QualificationsMaster's degree in Accounting, Taxation or related fieldPosting Date: 2026-09-16
- ...believe nothing is more important than investing in our culture because it is an... ...firm. KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services... ...financial services industry supporting alternative investments (investment partnership and...SeniorFull timeLocal area
$112k - $150k
Job Summary The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity... ...process. Effectively collaborates with Principals, Tax Seniors, and Associates on completion of project (follow-up with...SuggestedWork at office$112k - $150k
Job Description The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private... ...strategies. Supervisory: Manage and mentor teams of Tax Seniors and Associates. Education Bachelor’s Degree required; focus...SuggestedWork at office- ...independent CPA firm that provides audit, review and attest services,... ...preferredAbility to manage deadlines, work on multiple... ...the execution of audits for alternative investment fund clients including hedge... ...referring more complex concerns to senior team members.Contribute to...Senior
- ...Investment Accounting Manager - Alternative Investments Alternative Investments Team/Investment Controllership Full-time/Boston, MA, or Springfield, MA This is an Individual Contributor role The Opportunity This Investment Accounting Manager role will be a...SuggestedFull timeTemporary workPart timeWork experience placement
$133.1k - $295.67k
...nothing is more important than investing in our culture because it is... ...the tax benefits of alternative structures Assess tax impact... ...engagement process and other risk management activities; lead teams of... ...Responsibilities for Senior Manager: Manage risk and...SeniorFull timeLocal area- Job Summary:The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity... ...processEffectively collaborates with Principals, Tax Seniors, and Associates on completion of project (follow-up with...Work at office
- ...President, Fund Controller, Alternative Investments About the Company A leading... ...alternative investment manager managing private investment... ...accounting, financial reporting, audits, investor reporting, and... ...be expected to partner with senior leadership and cross-functional...
- ...seeking a VP/Fund Controller/Alternative Investments. Company Overview: A leading alternative investment manager is seeking a VP/Fund... ...sophisticated investment structures, senior leadership, and... ...accounting, financial reporting, audits, investor reporting, and operational...Full time
- State Street is seeking an Alternative Settlements Operations Senior Associate to manage day-to-day settlements of alt assets, bank loans and whole loans via SWIFT, DTC and/or physical settlement. You will maintain data trackers and resolve inquiries promptly. You will...Senior
- STATE STREET CORPORATION in Massachusetts seeks a Trade Settlement Specialist to manage day-to-day settlements of alternative assets, bank loans and whole loans via SWIFT, DTC and physical settlement. You will maintain data trackers and support research and resolution...SeniorWork at office
- ...Reporting to the Director of Research Management, the Senior Research Portfolio Manager manages a portfolio... ...project staff on existing options or alternatives for both sponsored and non-grant... ...agreements. # Review awards for audit issues; identify and resolve compliance...SeniorFull timeWork experience placementWork at officeRemote workShift work
- ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people,... ...we stand for as a firm. KPMG is currently seeking a Tax Manager/Tax Senior Manager to join our Business Tax Services practice. Responsibilities...SeniorFull timeLocal area
- ...Columbia Threadneedle Investments in the US seeks an experienced equity research analyst / portfolio manager to cover a broad universe of small-cap US stocks. You will build institutional-grade research, perform multi-source analysis, and engage management to generate...Senior
$125k - $228k
...Nashville, TN / Washington, D.C.Assurance - Audit /Full Time /HybridWork with a Top 20 CPA... ...a public accounting firmEnergetically managing, coaching, and developing staff... ...Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory...SeniorFull timeWork at officeLocal areaRemote workFlexible hours- ...clients. This role sits within a senior leadership layer and combines... ...close processes Review fund, investment, and investor-level activity,... ...auditors throughout annual audit cycles Serve as a primary... ...leadership background with experience managing and developing teams Highly...Senior
$124k - $335k
...Validate outcomes with clients, share alternative perspectives, and act on client feedback... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct,... ...a deeper level of sophistication. As a Senior Manager you are expected to lead large projects...SeniorH1b$141.9k - $284.9k
...impact on tax provisions/reserves, and IRS exam support, while managing teams of 2-5 professionals, extending service beyond core... ...Agent (EA) license; active attorney license; or a pre‑approved alternative certification that meets RSM requirements Minimum of seven...SeniorWork experience placementInternshipWork at officeLocal area- ...Senior Director & Head of Tax About the Company Innovative real estate crowdfunding platform Industry Investment Management Type Privately Held Founded 2010 Employees 2... ...private market investing alternative investing financial technology...SeniorRemote workFlexible hours
- AbbVie seeks a strategic Discovery Portfolio Manager to oversee portfolio analytics, governance, and executive-level reporting across external studies. You will partner with multiple functions to align priorities, monitor KPIs, and drive continuous improvement in early...Senior
- ...goals. We are seeking a Senior Portfolio Accountant... ...have the flexibility to manage your days in support... ...Balance Sheet, Statement of Investments, Statement of... ...Support the year-end audit process, in collaboration... ...private equity, or other alternative asset managers...SeniorLocal area
- ...Abdul Latif Jameel Poverty Action Lab (J-PAL) Global in Cambridge, MA, seeks a Senior Finance & Operations Manager to lead financial operations and grants management for key initiatives, reporting to the Finance Lead. The role blends university governance with international...Senior
$125k - $130k
...Job Description Job Description Peabody Properties seeks an experienced Senior Portfolio Manager to join it's team to lead a portfolio in Boston, MA. The Senior Portfolio Manager is responsible for overseeing the management, physical, financial and administrative...SeniorWork at office- ...Job Description Job Description The Portfolio Senior Property Manager is accountable for the performance of their portfolio and leading... ...estate - property management & leasing, sales brokerage, investment sales, construction, and new development. With deep, local...SeniorWork at officeLocal areaFlexible hours
$110k - $188.75k
We are hiring a Senior Client Experience Event Program Manager to drive the client experience strategy for State Street Investment Management’s institutional business reporting to the Head of Client Experience, you will be responsible for developing and leading a comprehensive...SeniorTemporary workFlexible hours$141.9k - $284.9k
...impact on tax provisions/reserves, and IRS exam support, while managing teams of 2-5 professionals, extending service beyond core... ...Agent (EA) license; active attorney license; or a pre-approved alternative certification that meets RSM requirements. Minimum of seven years...SeniorWork at officeLocal area$150k - $160k
My client, a growing Investment Management Firm is looking to hire a Senior Tax Manager or Tax Manager to join the team. The Senior Tax Manager will join a 7 person team and report to the Director of Tax. Compensation for this position is $150-160K + 25-35% bonus so an...SeniorSummer workWork at officeImmediate start$80k - $150k
...About Us Wellington Management offers comprehensive investment management capabilities that... ...income, multi-asset, and alternative strategies. As a private... ...products while partnering with senior leaders across the firm... ...Valuation, Internal Audit, and external auditors to...SeniorWork at officeRemote workFlexible hours1 day per week- ...Senior Internal Auditor We are one of the oldest investment management firms in the United States, with a history dating to 1924. The Company's long record of providing... ...investors. Basic Purpose: Internal Audit is an independent appraisal function within the...SeniorWork at office
$70k - $175k
...Job Description Audit Senior or Audit Manager | Hybrid | Near Norwood, MA $70K-$175K DOE | Top Full-Service Public Accounting Firm Immediate opening! A leading public accounting firm near Norwood, MA is actively hiring a CPA-licensed Audit Senior or Audit...SeniorImmediate start
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