Senior Associate – Audit, Alternative Investment

🕒 November 9, 2025

🏢🏡 Boston – Hybrid

💵 $84k - $110k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

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

• Support the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. • Prepare financial statements and supporting schedules for investment fund clients, including footnote disclosures under supervision. • Perform initial reviews and analyses of portfolio valuations, investment structures, and fair value measurements, escalating complex matters to supervisors as needed. • Collaborate with client management and fund administrators to gather information and clarify accounting issues, referring more complex concerns to senior team members. • Contribute to research on technical accounting matters and assist in understanding new accounting standards and best practices for fund structures, under guidance. • Support the implementation of new financial reporting requirements and changes in accounting policies as directed by supervisors or managers.

🎯 Requirements

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred • 2 years of experience in public accounting or related field • CPA candidates preferred • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proficient use of applicable technology • Must be able to travel based on client and business needs

🏖️ Benefits

• 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.