About the role
Job Description
Essential Functions And Primary Duties
- 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
Minimum Qualifications
- Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
- At least 3 years of experience in public accounting or related field
- 1 year supervisory experience preferred
- 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
About Us CBIZ, 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.
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