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
$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$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$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- ...Associates (“CA”) is a leading global investment firm. CA’s goal is to help... ...clients implement and manage custom investment portfolios... ...visit .Job Description Summary:Senior Investment Directors will... ...all asset classes, including alternative assets such as venture capital...SeniorLocal areaImmediate startWorldwide
- ...is an independent CPA firm that provides audit, review and attest services, while CBIZ provides... ...or equivalent certificationAbility to manage all aspects of client engagementsAbility... ...and maintain strong client/investment company owner relationshipsAbility to collaborate...SeniorLocal area
- ...United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business... ...supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines,...Senior
- Senior Audit Manager | SEC & PCAOB | Growth to Director & Partner | No Private Equity Career Growth Opportunity No Private Equity We are partnering with a highly respected, independent public accounting firm that is experiencing strong growth and looking to add an experienced...Senior
- 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
$92.48k - $160.29k
The Senior Tax Manager is a hybrid position (3x in office per week) & they will lead the investment tax compliance, reporting, and advisory function... ...investment companies and alternative investment products. This... ...financial statement audits and assess financial statements...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours- ...United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business... ...public accounting or related fieldCPA candidates preferredAbility to manage deadlines, work on multiple assignments and prioritize each assignment...Senior
- ## Senior Investment DirectorApply: Boston: San Francisco: Full time: Posted Today: JR0000422**Firm Overview:**Cambridge Associates (“CA”) is... ..., and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so...SeniorFull timeApprenticeshipLocal areaWorldwide
- ...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
$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$170k - $282.5k
Overview of the Investment Services (Americas) Legal TeamThe Investment... ...State Street’s global alternatives, asset manager, asset owner and insurance... ...serve as a trusted advisor to senior business leaders, control... ...with Compliance, Risk, Audit, Technology, Procurement and...Temporary workFlexible hours- ...Tax Senior Manager Full-time Job Description The Core Tax Services Senior Manager/Senior Director is responsible for applying... ...implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance,...SeniorFull timeWork at officeLocal area
$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- ...Manager, Investment Accounting - Income Governance Investment Controllership Full-Time / Boston... ...limited to Securities Controllership, Alternative Investments, Derivatives, Investment Management... ...monthly financial analysis reports to senior management. Conduct thorough research,...Full time
- ...United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business... ...supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines,...SeniorLocal area
- ...United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business... ...supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines,...SeniorRemote work
$128k - $168k
...Manager, Investment Accounting - Income Governance Investment Controllership Full-Time | Boston, MA or Springfield, MA This... ...Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations,...Full time$140k - $170k
...Learn more about our unique culture and history.Job Opportunity: BHSI is looking for a thoughtful and collaborative Senior Manager to join our Internal Audit / SOX Compliance team in Boston. This role leads risk-based audit work and SOX compliance activities that...SeniorTemporary workWork at officeFlexible hours$100k - $163k
About this role:Wells Fargo is seeking a seeking a Senior Portfolio Manager to join our Credit Execution Team within the Commercial Bank, focusing... ...may apply regarding outside activities or personal investing; affected employees will be expected to provide information...SeniorFull timeWork experience placementSecond job$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- ...Responsibilities Planning and execution of operational, financial and compliance audits worldwide, based on the Internal Audit Plan, including communication of findings to management and senior leadership Support in monitoring the control design and the operating...SeniorWorldwide
$125k
...cost, asset and commercial management, controls and performance, procurement... ...real estate services and investment firm, with our partners... ...is seeking an experienced Senior Estimator to join our team to... ...Assess cost effectiveness of alternate products and value...Senior$124k - $335k
...As an International Tax Services - Senior Manager, you will provide strategic advice and... ...with clients to validate outcomes, share alternative perspectives, and act on feedback to enhance... ..., including adherence to PwC tax and audit guidance and independence requirements...SeniorH1bShift work- ...and Receiver General (Treasury) Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the... ...the preparation of Treasury’s risk‑based annual audit plan. Leads and executes internal audits to evaluate...SeniorWork at office
$125k - $170k
...Audit Senior Manager BerryDunn is seeking an Audit Senior Manager to join our core team serving commercial industry clients and to help lead our engagement service team. You will join a team tasked with conducting audits, reviews and consulting services for our clients...Senior$95k - $110k
...Senior Tax Accountant / Tax Supervisor - REMOTE (Atlanta based CPA Firm) To Apply Now - email your resume to [email protected] Who... ...with 4-8 years of public accounting experience. What: Manage and execute complex tax engagements while contributing to strategic...SeniorRemote jobFull timeWork at officeImmediate start
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