Audit Director | 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 QualificationsBachelor's degree required8 years of experience in public accounting or related field6 years of supervisory experienceMust have active CPA or equivalent certificationAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProven high level of business integrity, client service and leadership skillsMust be able to travel based on client and business needsEssential Functions and Primary DutiesResponsible 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 New England 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 QualificationsMaster's degree preferred in Accounting, Taxation or related fieldPosting Date: 2026-08-20
- Job Summary:This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties:Tax ComplianceEnsures both that (a) clients comply with all applicable...SuggestedWork at office
- ...States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting... ...and Primary DutiesSupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and...Suggested
- ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our... ...tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience...SuggestedFull timeLocal area
- Director of Alternative Investments - Commercial Mortgage Loans Investment Controllership Full-Time/Boston, MA, Springfield, MA or NYC The Opportunity... ..., regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger...SuggestedFull timeTemporary workWork at office
- ...United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business... ...locations of portfolio companiesDevelop and maintain strong client/investment company owner relationshipsAbility to collaborate with other...SuggestedLocal area
- BDO USA in Boston, Massachusetts is seeking a Tax Manager, Alternative Investments to provide tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund and Real Estate clients, and to lead engagements from start to finish with accuracy and efficiency...
- BDO USA, LLP is seeking a Tax Manager for Alternative Investments in Massachusetts. You will oversee tax compliance and consulting for venture capital, private equity, real estate, and hedge fund clients. You will lead engagements, mentor junior staff, manage budgets and...
$112k - $150k
Job Description The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Responsibilities Tax Compliance: Ensures clients comply with all applicable...Work at office$112k - $150k
Job Summary The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties Tax Compliance Ensures both that (a) clients comply with all applicable...Work at office- ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our... ...tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience...Full timeLocal area
$154.5k - $302k
...Mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies... ...elections and accounting treatment alternatives for investments, derivatives, and securitizations... ...agreementsAssist auditors with annual audit and interim workAssist tax teams with...Full timeInterim roleWork at officeFlexible hours$170k - $252.5k
Who we are looking forThe Managing Director, Alternatives Data Solutions, will lead a transformative effort to define, change, and implement data-centric solutions for the Alternatives Investment business unit, aiming to drive operational efficiencies through improved...Full timeTemporary workWork at officeFlexible hours$133.1k - $295.67k
...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our... ...structure decks and Excel models illustrating the tax benefits of alternative structures Assess tax impact on clients of tax rules,...Full timeLocal area$127k - $210k
Lead compliance programs for multiple investment adviser entitiesShape advisory compliance strategy across complex product platformsAbout... ...expertise in the Investment Advisers ActExperience with alternatives or complex investment strategies is advantageousStrong communication...$119k - $299.93k
...SummaryThe OpportunityAs a Digital Assurance & Transparency - IT Audit Senior Manager, you will play a pivotal role in providing... .... In this role, you will validate outcomes with clients, share alternative perspectives, and act on client feedback, all while navigating...Full timeH1b$176.4k - $231.5k
...The Quantitative Portfolio Management (QPM) team is part of Investment Management and focuses on asset-liability management (ALM), product... ...skills required to own and grow a complex program. Alternatively, MFE, or PhD, combined with demonstrated experience owning risk...Full timeTemporary work$120k - $160k
...and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes... ...develop a thorough understanding of all audit, tax and consulting services provided by... ...respective subsidiaries) practice in an alternative practice structure in accordance with...Local areaFlexible hours3 days per week$105k - $175k
...with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Key responsibilities... ...of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as...Full timeWork at officeFlexible hoursShift workDay shift$80k - $120k
...ProvisionReview the Fund income tax provisionClear audit points.4. Security AnalysisPrepare and review the investment security analysis.Coordinate approaches with... ...hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification...Full timeLocal area$150k - $200k
...and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes... ...expertise including knowledge of audit-preparation software and an understanding... ...respective subsidiaries) practice in an alternative practice structure in accordance with...Local areaFlexible hours3 days per week$99k - $266k
...professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence... ...and digitization in professional services- Experience with alternative fee arrangements and pricing strategies- Building, maintaining,...Full timeH1b$127k - $210k
...Lead compliance programs for multiple investment adviser entities Shape advisory compliance strategy across complex product platforms... ...expertise in the Investment Advisers Act Experience with alternatives or complex investment strategies is advantageous Strong...Full time$175k - $225k
...The Director, Investment Risk will establish a centralized investment risk function within the Enterprise Data & Analytics team. Building upon GW&K’s current investment risk management practices, this function will provide coordinated risk measurement, analytics, governance...Work at officeLocal areaRemote work1 day per week$90k - $120k
...with the Funds’ administrators in Boston (Alternatives TA, Financial Reporting, Partnership... ...BBH corporate accounting function, big 4 audit and tax firms, and other internal teams... ...accounting skills, strong knowledge of investment company accounting and familiarity in reviewing...Full timeLocal areaShift work- ...Managing Director, Investment Banking, Healthcare About the Company Healthcare-focused advisory firm specializing in ownership transitions... ..., and serve as a senior advisor to clients on strategic alternatives and transaction structuring. Additionally, the role...
- J.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration... ...including risk and control groups, audit, tax, compliance, implementation and...Work at office
$55.59k - $102.47k
...to: Credit & Portfolio Admin Director Status: Exempt/Officer... ...underwriting Commercial and Investment Real Estate deals. • Analyze... ...Relationship Manager (RM). Recommend alternative credit structures or products... ...for internal and external audit requests. • Identify...Work at office- ...CIBC US in Boston seeks an Alternatives Client Portfolio Manager to act as a bridge between the alternative investment team, advisory channels, and UHNW clients. You will educate advisors and clients on private equity, private credit, hedge funds, and other assets, tailoring...
$78k - $140k
...leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment... ...to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.This role is...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$80k - $150k
...UsWellington Management offers comprehensive investment management capabilities that span nearly... ...equity, fixed income, multi-asset, and alternative strategies.As a private partnership... ...Operations, Security Valuation, Internal Audit, and external auditors to deliver well-controlled...Full timeWork at officeRemote workFlexible hours1 day per week
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