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 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. 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
$170k - $350k
...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...SuggestedFull time- ...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
- ...Job Description Director of Alternative Investments - Commercial Mortgage Loans \n Investment Controllership \n Full-Time/Boston, MA, Springfield... ..., regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger...SuggestedFull timeTemporary workWork at office
$200k - $230k
...contribute.To learn more about CIBC, please visit CIBC.comWhat You’ll Be DoingAs the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business development/advisor teams, and UHNW clients/prospects (as well as...Full timeLocal areaRemote work- ...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...Local 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...
$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- 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...
$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$200k - $260k
...build a fulfilling career.The Internal Audit (IA) Senior Director will be a senior member of the IA... ...servicing, private banking, lending, investment management and knowledge of... ...followed a traditional path, includes alternative experiences, or doesn’t meet every qualification...Full timeWork at officeLocal 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...$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$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 structuresAssess tax impact on clients of tax rules,...Local area$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$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$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$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- ...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...
$119k - $299.93k
...LevelSenior ManagerJob Description & SummaryAt PwC, our people in audit and assurance focus on providing independent and objective... ...problems and/or opportunities.Validate outcomes with clients, share alternative perspectives, and act on client feedback.Direct the team...Full timeH1b$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- 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
$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$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$200k
Posting Description ASSOCIATE DIRECTOR, REAL ESTATE INVESTMENTS, MIT Investment Management Company (MITIMCo) - Cambridge Real Estate (CRE) team, will report to the Head of Real Estate for this integrated investment, development, and asset management platform overseeing...Full timeWork at officeVisa sponsorship3 days per week$125k - $228k
.../ Charlotte, NC / Nashville, TN / Washington, D.C.Assurance - Audit /Full Time /HybridWork with a Top 20 CPA and advisory firm that... ...local law.Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing...Full timeWork at officeLocal areaRemote workFlexible hours$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$148.3k - $194.6k
...evolution of our model portfolio business. This role combines investment management, portfolio construction, research, advisor... ...due diligence on mutual funds, ETFs, separate accounts, liquid alternatives, and other investment vehicles. Develop and present portfolio...
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