Audit Supervisor | Alternative Investments
#LI-AE1 #LI-Hybrid
CBIZ is seeking an experienced Audit Supervisor to join our growing Alternative Investment Group (AIG) practice. This role offers the opportunity to work with a diverse portfolio of alternative investment clients, including private equity funds, hedge funds, venture capital funds, fund-of-funds, and investment advisors. The Audit Supervisor will lead multiple audit engagements, supervise and mentor team members, and serve as a key point of contact for clients while delivering high-quality assurance services in a fast-paced, collaborative environment.
Essential Functions and Primary Duties
- Lead the planning, execution, and completion of audit engagements for alternative investment entities, including private equity, hedge funds, venture capital funds, SBICs, and investment advisors
- Develop a thorough understanding of the client’s business, contributing to the analysis and planning of client engagements
- Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
- Achieve charge hour goals
- Review engagement team members’ accounting, tax or auditing work: provide constructive review points
- Supervise and guide team members on engagements, fostering a collaborative and productive work environment
- Train and mentor engagement team members, supporting their technical and professional development
- Assist in the client billing process with Managers, Directors or Managing Directors
- Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
- Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
- Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements
- Execute administrative duties as assigned
- Additional responsibilities as assigned
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