Audit Manager – Portfolio Companies

Job not on LinkedIn

🕒 November 9, 2025

🏢🏡 Boston – Hybrid

💵 $120k - $160k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

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👻 Ghost score 36%

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Logo of CBIZ

CBIZ

WebsiteLinkedIn

10,000+ employees

Founded 1996

🛡️ Insurance

🏥 Healthcare

🏭 Manufacturing

Insurance • Healthcare • Manufacturing

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Results oriented mindset focused on meeting all client timelines • Develop and maintain strong client/investment company owner relationships • Ability 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 • Demonstrate 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 development • Manage and retain multiple client relationships, engagements, and special projects • Leverage existing investment company relationships of audit, tax and advisory groups • Readiness to travel with audit teams as needed based on geographic locations of portfolio companies

🎯 Requirements

• Bachelor’s degree • 6 years of experience in public accounting or related field • 3 years supervisory experience • Must have active CPA or equivalent certification • Ability to manage all aspects of client engagements • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Must be able to travel based on client and business needs • Proficient use of applicable technology

🏖️ Benefits

• Health insurance • Retirement plans

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