Audit Senior Manager | Portfolio Companies
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: 2026-08-19
- Audit Manager | Portfolio Companies - CBIZ Join to apply for the Audit Manager | Portfolio Companies role at CBIZ. Location: Boston, MA. Responsibilities Results oriented mindset focused on meeting all client timelines. Develop and maintain strong client/investment company...Suggested
- ...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...SuggestedLocal area
$135k - $230k
...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...SeniorFull time$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$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... ...as critical to the success of our customers and company. They are accountable for execution of all applicable risk...SeniorFull timeWork experience placement- ...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
- ...maintain strong client/investment company owner relationships.... ...‑market strategy targeting portfolio company audits. Well versed in understanding... ...in partnership with upper management; participate in client... ...Mayer Hoffman McCann P.C. Seniority Level Mid‑Senior level Employment...Full time
$82k - $123k
...Funds. At Petra, we enable fund managers to focus on the tasks that add... ...records of Petra’s Management Company clients Gain exposure to private... ...records and reporting Prepare Portfolio Company invoices for reimbursement Support annual audit & 1099 processes for clients...SeniorImmediate 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$124k - $335k
...the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning... ...focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part of...SeniorFull timeH1b$105k - $160k
Audit Supervisor or Manager, PE Investment Companies Overview Ever thought about joining a firm where you can continue... ...Manager level . For strong Audit Seniors who are still completing their CPA... ...in this role gain exposure to portfolio company audits, direct client interaction...Full timeRelocation package- ...Columbia Threadneedle Investments, based in Boston, seeks a Senior Portfolio Management Assistant to support equity PMs. You will monitor portfolios, enter trades, and prepare reports while ensuring compliance and efficiency in a fast-paced team environment. The role offers...SeniorWork at office
- ...CIBC US in Boston seeks an Alternatives Client Portfolio Manager to act as a bridge between the alternative investment team, advisory channels, and UHNW clients. You will educate advisors and clients on private equity, private credit, hedge funds, and other assets, tailoring...Senior
$225k - $337.5k
...Custody, Insurance, AIS, and Asset Manager/Asset Owner fund events;... ...organization, developing senior talent, standardizing delivery... ...for the Alpha Implementation portfolio, driving efficiency improvements... ...savings plan (401K) with company match; insurance coverage including...SeniorFull timeTemporary workWork at officeFlexible hours- Eastern Bank in Boston is seeking an experienced Credit Analyst to manage portfolios, analyze financial statements, and track covenants for client files. The role involves coordinating with relationship managers and preparing updates for loan decisions. You will evaluate...SeniorInterim role
$120.96k - $181.44k
...omnichannel grocery brands – Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Ahold Delhaize USA associates... ..., Digital and E-commerce, Technology and more. The Senior Program Manager serves as a senior execution leader within the Transformation...SeniorFull timeWork at officeRemote workFlexible hours- AbbVie seeks a strategic Discovery Portfolio Manager to oversee portfolio analytics, governance, and executive-level reporting across external studies. You will partner with multiple functions to align priorities, monitor KPIs, and drive continuous improvement in early...Senior
- MassMutual in Boston is seeking a Senior Quantitative Portfolio Manager to lead derivatives strategies and manage the Variable Annuity dynamic hedging platform. The role involves significant accountability for hedge design and performance across market environments, ensuring...Senior
$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...Full timeWork experience placementLocal areaRemote workFlexible hours- ...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...SeniorLocal area
$150k - $225k
...growth oriented, private equity and venture backed technology companies and provides tremendous career opportunities in an... ...offer extremely competitive salary and benefit packages.This Audit Senior Manager role will be based out of our Boston, or Burlington MA office...SeniorFull timeWork at officeLocal area$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- Schochet Companies is seeking an experienced Portfolio Manager to oversee a portfolio of 10 to 15 scattered properties, primarily in the Greater Boston area with many subsidized units. You will lead on-site managers, ensure performance, compliance, and resident satisfaction...Senior
- A prestigious academic institution in Cambridge, Massachusetts, is looking for an IP Portfolio Manager to provide expert patent advice and manage patent portfolios across various technological areas. The ideal candidate will have a bachelor's degree in physical or life...SeniorWork at officeRemote work
- ...a firmKPMG is currently seeking a Tax Manager/Tax Senior Manager to join our Business Tax Services... ...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, effectively...SeniorLocal area
- Eastern Bank is seeking an experienced credit/relationship professional to manage portfolios, prepare financial reports, and track covenants. The role involves analyzing existing relationships, obtaining client financials, and supporting new loan requests and renewals....Senior
- Cambridge Trust - A Division of Eastern Bank seeks a Senior Client Portfolio Manager - Investments to lead investment strategies for Boston clients with a hybrid work option. You will manage portfolios across global equities and bonds, and contribute to research and asset...Senior
$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...Temporary 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...- Harvard Medical School in Boston is seeking a Senior Research Portfolio Administrator (SRPA) to manage pre- and post-award activities for interdisciplinary faculty with complex portfolios across NIH, NSF, DoD, and other sponsors. The role requires interpreting university...SeniorFlexible hours
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