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Audit Manager - Portfolio Companies

Job in New Haven, New Haven County, Connecticut, 06540, USA
Listing for: Marcum Search LLC
Full Time position
Listed on 2025-12-27
Job specializations:
  • Finance & Banking
    Accounting Manager
  • Management
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
Job Description & How to Apply Below

Audit Manager - Portfolio Companies

Our client is searching for an Audit Manager - Portfolio Companies in MA, CT or RI.

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
Preferred Qualifications
  • Master’s degree in Accounting, Taxation or related field
Minimum Qualifications
  • 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
Compensation

Compensation range is between $120,000 - $160,000.

Equal Opportunity Employer

CBIZ Talent Solutions is an Equal Opportunity Employer.
CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

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