Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Audit Manager | Portfolio Companies

CBIZ

#LI-TV1 #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 5 years of experience in public accounting or related field3 years supervisory experienceMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technologyEssential Functions and Primary DutiesResults oriented mindset focused on meeting all client timelinesDevelop 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 auditsMust be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investmentsDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal developmentManage and retain multiple client relationships, engagements, and special projectsLeverage existing investment company relationships of audit, tax and advisory groupsReadiness to travel with audit teams as needed based on geographic locations of portfolio companiesPreferred QualificationsMaster’s degree in Accounting, Taxation or related field Posting Date: 2025-11-09

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Audit Manager | Portfolio Companies in Boston, MA vacancy
  •  ...an independent CPA firm that provides audit, review and attest services, while CBIZ...  ...or equivalent certificationAbility to manage deadlines, work on multiple assignments...  ...of private equity and venture capital portfolio companies.Readiness to travel with audit teams as... 
    Suggested
    Local area

    CBIZ

    Boston, MA
    3 days ago
  • $200k - $250k

     ...partnerships. As a forward thinking asset manager, we build dynamic relationships with...  ...customized investment solutions and diversified portfolios. The team combines strategic asset...  ...or candidate profiles submitted to the company or any employee will be considered the property... 
    Suggested
    Full time
    Local area

    Franklin Templeton

    Boston, MA
    2 days ago
  • $135.6k - $300k

     ...responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio...  ...and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible.... 
    Suggested
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Boston, MA
    3 days ago
  • $175k

     ...futures. THE ROLEUsing discretion and judgment serve as lead portfolio management representative for assigned products to internal and...  ...utilizing investment resources (analysts, portfolio managers, company meetings, industry conferences, etc.).Work with distribution... 
    Suggested
    Full time
    Work experience placement
    Local area
    Remote work
    Flexible hours

    MFS Investment Management

    Boston, MA
    22 hours ago
  • $176.4k - $231.5k

    Senior Quantitative Portfolio ManagerFull-TimeBoston, MAThe Opportunity The Senior Quantitative Portfolio Manager will oversee broad derivatives responsibilities across equity, interest...  ..., with work that connects directly to company and customer outcomes  A collaborative... 
    Suggested
    Full time
    Temporary work

    MassMutual Financial Group

    Boston, MA
    4 days ago
  • $96.8k - $159.03k

     ...Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting and Covenant Tracking...  ...tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly... 
    Interim role

    Eastern Bank

    Boston, MA
    2 days ago
  • $125k - $170k

    As a global medtech company, we are driven by our Vision of changing the trajectory of lives for a new day and our Mission...  ...aspire to alter the course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and activating the integrated... 
    Full time
    Remote work
    Worldwide
    Shift work

    LivaNova

    Boston, MA
    5 days ago
  • $211k - $282k

    Job TitleStrategic Portfolio Director - Ultrasound (Cambridge, MA or Bothell, WA)Job DescriptionThe...  ..., MA or Bothell, WA) is responsible for managing the Ultrasound Portfolio by ensuring we...  ...roles require full-time presence in the company’s facilities. Field roles are most... 
    Full time
    Work at office
    Immediate start
    Work visa
    Relocation package
    3 days per week

    Philips

    Cambridge, MA
    22 hours ago
  • $115k - $140k

    Company OverviewEvery firm has a culture - the values, beliefs, methodology, attitudes and...  ...Advisory is an independent investment management and strategic advisory firm committed to...  ...professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of... 
    Full time
    Temporary work
    H1b
    Work at office
    Local area
    Worldwide

    Brown Advisory

    Boston, MA
    5 days ago
  • $135.6k - $300k

     ...responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio...  ...and/or group; and the overall success of the Company. This role is currently benefits eligible. We... 
    Work experience placement
    Work at office
    Shift work
    Day shift

    Bank of America

    Boston, MA
    2 days ago
  • $176.1k - $238.2k

     ...access to the same technology that powers the world's largest companies. With nearly 20 years of experience, gained from...  ...over 80% of unicorns, choose to launch on AWS. As a Senior Portfolio Growth Manager within AWS, you will be responsible for developing and managing... 
    Worldwide
    Flexible hours

    AmazonWebServices

    Boston, MA
    3 days ago
  • $86k - $128k

     ...employees and aim to leave a positive mark on culture. Overview As a Portfolio Manager within the Production Platform Integration Team, you0Bll help...  ..., a division within Paramount Global, is the home to the company's direct-to-consumer services spanning free and paid in the... 
    Full time

    Paramount Pictures

    Boston, MA
    5 days ago
  • $90k - $157.5k

    State Street Investment Management, one of the industry's largest institutional asset managers...  ...arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street...  ...opportunity to help shape and manage multi-asset portfolios within the Investment Solutions Group (... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Boston, MA
    2 days ago
  • $225k - $325k

     ...Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important...  ...injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act. #J-1... 
    Full time
    Local area

    SCS Financial

    Boston, MA
    4 days ago
  • $98.74k - $162.21k

     ...posting for additional information.The VP, Business Banking Portfolio Manager III (“PM III”) reports to the Corporate Credit division and works...  ...opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly... 
    Work at office

    Eastern Bank

    Wakefield, MA
    22 hours ago
  • $125k - $140k

     ...Job Description Job Description The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio...  ...services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement... 
    For contractors
    Work experience placement
    Work at office
    Remote work
    Visa sponsorship
    Work visa

    Amalgamated Bank of NY

    Boston, MA
    4 days ago
  • $150k

     ...Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve...  ...the team focus on key issues like wealth management, compliance, cash flow management, equity expansion... 
    Full time
    H1b

    PwC

    Boston, MA
    3 days ago
  • $124k - $335k

     ...Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve...  ...the team focus on key issues like wealth management, compliance, cash flow management, equity expansion... 
    Full time
    H1b

    PwC

    Boston, MA
    3 days ago
  • $175k - $200k

     ...potential of both the individual and the firm.HarbourVest is an equal opportunity employer.HarbourVest is seeking a Vice President, Portfolio Manager to join our Evergreen Solutions team on a permanent, full-time basis. Guided by a clear and ambitious mission, the Evergreen... 
    Permanent employment
    Full time
    Local area

    HarbourVest Partners

    Boston, MA
    5 days ago
  • $120k - $160k

     ...is seeking an experienced and motivated Audit Manager to join our Banking and Insurance...  ...quality assurance services to insurance companies, banks, credit unions, and specialty finance...  ...for credit losses (CECL), loan portfolio analysis, deposit operations, interest... 
    Flexible hours

    Weaver

    Boston, MA
    5 days ago
  • $55.59k - $102.47k

     ...Commercial Lending Reports to: Credit & Portfolio Admin Director Status: Exempt/Officer...  ...and customer character with Relationship Manager (RM). Recommend alternative credit...  ...• Preparation for internal and external audit requests. • Identify potential problem... 
    Work at office

    Berkshire Bank

    Boston, MA
    2 days ago
  • $78k - $140k

     ...providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than...  ...partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A... 
    Temporary work
    Work at office
    Local area
    Remote work
    Worldwide
    3 days per week

    Morgan Stanley

    Boston, MA
    3 days ago
  • $185k - $225k

    Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered...  ...work that defines Acadian.Position Overview:We are seeking a Portfolio Manager to join our Equity Portfolio Management team in Boston... 
    Casual work
    Work at office
    Worldwide
    Flexible hours
    3 days per week

    Acadian Asset Management

    Boston, MA
    2 days ago
  •  ...A leading investment management firm in Boston seeks a full-time Client Portfolio Manager to enhance client relationships and manage investment portfolios. The ideal candidate will have 15+ years of experience, extensive knowledge in portfolio construction, and strong... 
    Full time

    SCS Financial

    Boston, MA
    3 days ago
  • $125k - $250k

    Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 trillion...  ...driven investment approach.The Fixed Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage &... 
    Temporary work

    Morgan Stanley

    Boston, MA
    5 days ago
  • $155k - $185k

    JOB SUMMARYWe are seeking a Senior Product Marketing Manager, Portfolio to own the cross-portfolio marketing infrastructure that connects Omnicell's Hospital Solutions, Outpatient Services, and Enterprise Intelligence into a commercially effective story. Reporting to the... 
    Worldwide
    Shift work

    Omnicell

    Boston, MA
    2 days ago
  •  ...The HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio...  ...reports  Running weekly team meetings Constantly cascade company purpose, vision, mission, values, and goals Set a great... 
    Full time
    Work at office
    Local area
    Flexible hours

    CHARLESGATE

    Boston, MA
    a month ago
  •  ...independent CPA firm that provides audit, review and attest services,...  ...certificationAbility to manage all aspects of client engagementsAbility...  ...client service to a portfolio of real estate clients,...  ...equity investors, and operating companies.Lead and review complex tax compliance... 
    Local area

    CBIZ

    Boston, MA
    3 days ago
  •  ...as a firmKPMG is currently seeking a Tax Manager/Tax Senior Manager to join our Business...  ...Services practice. Responsibilities:Manage a portfolio of clients of varying size and scope and...  ..., as well as the abilities to adhere to company policies, exercise sound judgment,... 
    Local area

    KPMG

    Boston, MA
    3 days ago
  • Overview Portfolio Partners serve as strategic advisors and portfolio leaders within R&D DDT. They operate at the intersection of strategy...  ...-level financial planning, forecasting, and ongoing financial management. Translate financial data into actionable insights for senior... 
    Shift work

    Alpha Business Solutions

    Cambridge, MA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Audit Manager | Portfolio Companies. Be the first to apply!