Audit Senior Manager – Alternative Investments

CBIZ

. Meet all client timelines . Build a team focused on audits of private equity and venture capital portfolio companies . Travel with audit teams as needed based on portfolio company locations . Develop and maintain

Posted 9/17/2026full-timeBoston • Connecticut • United StatesSenior💰 $140,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client engagements within the private equity and venture capital sectors, leveraging strong relationships and collaboration with audit, tax, and advisory teams. Proven ability to lead teams, meet deadlines, and communicate effectively across all organizational levels.

Highest-signal resume keywords

Active CPA Certification8 Years Experience In Public Accounting5 Years Supervisory ExperienceClient Engagement ManagementPrivate Equity And Venture Capital Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Engagement ManagementAudit ProcessesPrivate Equity KnowledgeVenture Capital KnowledgeTeam LeadershipDeadline ManagementPortfolio Company AuditsInvestment Life Cycle Understanding

Soft Skills

Verbal CommunicationWritten CommunicationRelationship BuildingCollaboration

Tools & Technologies

Applicable Technology Proficiency

Certifications & Qualifications

Active CPA Certification

Industry Keywords

Public AccountingPrivate EquityVenture CapitalAuditTax Advisory

About the role

Key responsibilities & impact

Meet all client timelines
Build a team focused on audits of private equity and venture capital portfolio companies
Travel with audit teams as needed based on portfolio company locations
Develop and maintain strong client and investment company owner relationships
Collaborate with tax private equity co-sourcing, advisory, and investment company assurance practices to develop a go-to-market strategy targeting portfolio company audits
Understand the private equity and venture capital investment life cycle, including potential public and private exits
Leverage existing investment company relationships across audit, tax, and advisory groups
Work with local assurance resources and national subject matter experts
Perform additional responsibilities as assigned

Requirements

What you’ll need

Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
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 business needs

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🛡️ Insurance 🏥 Healthcare 🏭 Manufacturing Insurance
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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. Audit Senior Manager – Alternative Investments 🔥 45 minutes ago 🏢🏡 Boston – Hybrid 💵 $140k - $200k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor 👻 Ghost score 1% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Meet all client timelines
Build a team focused on audits of private equity and venture capital portfolio companies
Travel with audit teams as needed based on portfolio company locations
Develop and maintain strong client and investment company owner relationships
Collaborate with tax private equity co-sourcing, advisory, and investment company assurance practices to develop a go-to-market strategy targeting portfolio company audits
Understand the private equity and venture capital investment life cycle, including potential public and private exits
Leverage existing investment company relationships across audit, tax, and advisory groups
Work with local assurance resources and national subject matter experts
Perform additional responsibilities as assigned 🎯 Requirements
Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
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
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