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: 2026-09-17
- ...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
$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...SuggestedWork 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...SuggestedWork at office- 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
- ...client in Boston, MA that is seeking a VP/Fund Controller/Alternative Investments. Company Overview: A leading alternative investment manager... ...Controller will oversee fund accounting, financial reporting, audits, investor reporting, and operational controls across...SuggestedFull time
- ...Vice President, Fund Controller, Alternative Investments About the Company A leading alternative investment manager managing private investment... ...for overseeing fund accounting, financial reporting, audits, investor reporting, and operational controls across...
- ...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...
$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$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- ...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...Local 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...$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$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...- ...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...
- ...a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking...Full timeLocal area
$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$124k - $335k
...and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through... ...and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence...H1b$141.9k - $284.9k
...license in the state of residence or primary office; active Enrolled Agent (EA) license; active attorney license; or a pre‑approved alternative certification that meets RSM requirements Minimum of seven years of experience in public accounting, with a proven track...Work experience placementInternshipWork at officeLocal area$92.48k - $160.29k
...in office per week) & they will lead the investment tax compliance, reporting, and advisory... ...platform of regulated investment companies and alternative investment products. This role... ...prepared for annual financial statement audits and assess financial statements for appropriate...Temporary workWork at officeLocal areaFlexible hours$140k - $160k
...role will oversee accounting processes for investment funds and related vehicles while... ...candidate brings strong private equity or alternative investment accounting experience with the... ...deliverables, and resolution of reporting issues. Audit & Compliance: Manage annual audit...Monday to Friday- ...middle-market private equity firm focused on investing in and partnering with lower middle-... ...by fund administrators. Coordinate audit, tax, compliance, and investor reporting... ...fund administration, public accounting, or alternative investments. Strong understanding of partnership...
$99k - $266k
...professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence... ...Utilizing digitization tools to reduce hours Knowledge of alternative fee arrangements Providing a point of view on pricing strategies...H1b$128k - $168k
...Manager, Investment Accounting - Income Governance Investment Controllership Full... ...organization. Reporting to the Director of Investment Operational Accounting Governance... ...across Securities Controllership, Alternative Investments, Derivatives, Investment Management...Full time- ...Manager, Investment Accounting - Income Governance Investment Controllership Full-Time /... ...Controllership team. The position reports to the Director of Investment Operational Accounting... ...limited to Securities Controllership, Alternative Investments, Derivatives, Investment...Full time
- ...related activity at HGSE. Reporting to the Director of Research Management, the Senior... ...and project staff on existing options or alternatives for both sponsored and non-grant... ...services agreements. # Review awards for audit issues; identify and resolve compliance...Full timeWork experience placementWork at officeRemote workShift work
$115k - $140k
...nurtured our client-first culture.Brown Advisory is an independent investment management and strategic advisory firm committed to... ...liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriateEnsure that portfolio managers have...Full timeTemporary workH1bWork at officeLocal areaWorldwide$120k - $170k
...fund operations, and accounting oversight across a diversified investment management platform. This leadership role will oversee fund... ...candidate will bring extensive experience in fund accounting, alternative investments, and investment management, along with strong...Monday to Friday$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$150k - $190k
...originate new opportunities for BBH’s private equity team to invest capital. You will also identify opportunities to introduce private... .... If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill...Full timeWork at officeLocal area3 days per week
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