Audit Senior Manager | Portfolio Companies
CBIZ
#LI-MC1 #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
$125k - $130k
...Job Description Peabody Properties seeks an experienced Senior Portfolio Manager to join it's team to lead a portfolio in Boston, MA. The... ...testifies where necessary, court hearings/cases as requested by Company attorney; Logs staff payroll hours, approves all...SeniorWork at office- ...Job Description Job Description The Portfolio Senior Property Manager is accountable for the performance of their portfolio and leading their team... ...Running weekly team meetings Constantly cascade company purpose, vision, mission, values, and goals Set a great...SeniorWork at officeLocal areaFlexible hours
- ...firm. KPMG is currently seeking a Tax Manager/Tax Senior Manager to join our Business Tax... ...practice. Responsibilities: Manage a portfolio of clients of varying size and scope... ...as well as the abilities to adhere to company policies, exercise sound judgment,...SeniorFull timeLocal area
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$115k - $160k
...Portfolio Manager Ballentine Partners is a leading independent wealth management firm headquartered... ...investment strategy and working with Senior Client Advisors and Senior Investment... .... Performance bonuses are based upon company and personal performance and are paid annually...SuggestedTemporary workWorldwideVisa sponsorshipWork visaFlexible hours$148.3k - $194.6k
...Portfolio Manager MassMutual's Model Portfolios team is seeking an experienced research analyst... ...clients, and investment committees or senior leadership teams. ~ Familiarity with... ...accountability, with work that connects directly to company and customer outcomes A...$176.4k - $231.5k
Senior Quantitative Portfolio ManagerFull-TimeBoston, MAThe Opportunity The Senior Quantitative Portfolio Manager will oversee broad derivatives responsibilities across equity, interest rate... ...with work that connects directly to company and customer outcomes A...SeniorFull timeTemporary work- ...activity at HGSE. Reporting to the Director of Research Management, the Senior Research Portfolio Manager manages a portfolio of assigned HGSE Principal... ...and related services agreements. # Review awards for audit issues; identify and resolve compliance discrepancies...SeniorFull timeWork experience placementWork at officeRemote workShift work
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- About this role:Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager for clients with annual revenue of $25MM to $2B as part of the Commercial... ...Management professionals and managers across the company and serve as an expert advisor to leadershipRequired...SeniorFull timeWork experience placement
$100k - $145k
...communities, and the world. We are seeking an Enterprise Portfolio Manager (EPM) , a client-facing, senior-level position, who will bring these same values and... ...hybrid) or virtual (contiguous US) Benefits: ~ Company-supported medical, dental, vision ~ Company-...Full timeTemporary workShift work$128k - $168k
...Client Portfolio Manager Custom Client Portfolio Management Team Full-Time Boston, MA or Springfield, MA The Opportunity... ...ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where...Full timeTemporary work- ...an independent CPA firm that provides audit, review and attest services, while CBIZ... ...or equivalent certificationAbility to manage all aspects of client engagementsAbility... ...of private equity and venture capital portfolio companies.Readiness to travel with audit teams as...SeniorLocal area
$133.1k - $295.67k
...Oversee engagement process and other risk management activities; lead teams of tax... ...projects Additional Responsibilities for Senior Manager: Manage risk and financial performance... ..., as well as the abilities to adhere to company policies, exercise sound judgment,...SeniorFull timeLocal area- ...a firm. KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services... .... Responsibilities: Manage a portfolio of clients of various size and scope and... ...as well as the abilities to adhere to company policies, exercise sound judgment, effectively...SeniorFull timeLocal area
- ...onIREMJobs.org , an online career resource for real estate management professionals and employers. Schochet is now accepting resumes for an experienced Portfolio Manager.We are an expanding property management company that offers excellent career advancement and an...Local area
$168k - $272k
...defining role in advancing this mission. As a Portfolio Manager within Government Partnerships, you... ...credible narratives for non‑technical, senior, and policy‑facing government audiences... ...; flexible time off with generous company wide holidays; paid parental leave; an...Full timeWork at officeLocal areaFlexible hours- ...is a leading mutual insurance company whose capital, scientific... ...solely dedicated to property risk management and the resilience of its... ...insurance protection. This senior role reports directly to the... ...works closely with the Senior Portfolio Manager, External Investment...Summer internshipFlexible hours
- Chestnut Hill Realty in the Boston Portfolios is seeking a Senior Property Manager to lead our property management team. You will oversee leasing, budgeting, and financial reporting while ensuring compliance with Fair Housing regulations. This role offers an established...Senior
- ...Vice President, Portfolio Manager, Credit Evergreen About the Company Renowned private markets investment specialist Industry Venture Capital & Private Equity Type Private Equity Firm Founded 1982 Employees 1001-5000 Categories Consulting...
$77k - $87k
...Peabody Properties is hiring for a Portfolio Support Manager to join its property management team... ...compliance tasks. Implement and uphold company policies, procedures, and performance... ...certifications, re-certifications, and file audits. Coordinate with accounting and...Permanent employmentTemporary workInterim roleShift work- ...Senior Managing Director, Financing & Portfolio Solutions Operations About the Company Expanding provider of investment management, research & trading services Industry Financial Services Type Public Company Founded 1792 Employees 10,001+ Categories...Senior
$129.3k - $198.3k
...SharkNinja is a global product design and technology company, with a diversified portfolio of 5-star rated lifestyle solutions that... ...job hasn't been invented yet, you'll fit right in. Senior Manager, Internal Audit Location: Needham, MA (Global Headquarters) Function...SeniorTemporary workLocal areaFlexible hours$126.8k - $186k
...product design and technology company, with a diversified portfolio of 5-star rated lifestyle... ...trust. Internal Audit exists to protect the trust... ...facilitate the enterprise risk management program, execute risk-based... ...promise: no surprises. As Senior Manager, IT Internal Audit...SeniorTemporary workLocal areaImmediate startFlexible hours$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides independent assurance... ...key areas of the Private Wealth Management portfolio, including trust companies, registered investment advisors, and personal banking. As a Senior Audit Manager, you'll execute a risk-...SeniorFull timeRemote workShift work2 days per week- ...(JLL) is seeking an experienced General Manager in Wellesley, MA to lead property management... ...and drive financial performance. This senior role oversees budgets, team leadership,... ..., and risk management across a managed portfolio. The ideal candidate has 5-7 years in property...Senior
$120k - $200k
The Opportunity: As the Senior Associate/Associate Director of Portfolio and Strategy Operations, you will help ensure... ...Board. You are critical to the management and maintenance of the project... ...clinical-stage precision medicines company transforming the drug discovery...SeniorFlexible hours$225k - $325k
...is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The... ...maintaining close collaboration with the senior MDs on the Private Client Group. Participate... ...more about Focus, visit or follow the company on LinkedIn. Focus is an equal...Full timeWork at officeLocal area$70k - $175k
...Job Description Audit Senior or Audit Manager | Hybrid | Near Norwood, MA $70K-$175K DOE | Top Full-Service Public Accounting Firm Immediate... ...nonprofits, or benefit plans Top Benefits: 100% company-paid medical (single & family) Life insurance, disability,...SeniorImmediate start$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
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