Senior Manager - Private Equity (Outsourcing) at CBIZ in Providence, Rhode Island

Job Description:

Status Category:
Full-Time

Exempt/Non-Exempt:
Exempt

Scheduled Hours Per Week:
40

Job Code:
FS214TC

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level tax compliance, consulting and co-sourcing services to Private Equity firms of all sizes, by providing national-caliber expertise combined with highly personalized service.

CBIZ has been honored to be the recipient of several national recognitions:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work


• 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence


• Top 101 2020 Best and Brightest Companies to Work For in the Nation


• 2020 Healthiest 100 Workplace in America


• 2021 Top Workplaces USA

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

CBIZ & MHM New England is part of the 10th largest accounting*, tax, and advisory services provider in the nation. Our two New England offices are located in Boston and Providence and have over 240 people, including over 40 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions.

We are seeking candidates with Private Equity experience who are interested in providing co-sourcing/outsourcing services for global Private Equity Funds. The opportunity will include working with CBIZ team members and client personnel virtually or at the client location when the conditions are safe. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects. We offer an opportunity to work on rewarding, high profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.

Essential Functions and Primary Duties

• Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team


• Able and willing to work virtually with client personnel and when safe at client location, as required


• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget


• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.


• Understand the client's organization, procedures and internal policies


• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve


• Manage and retain multiple client relationships, engagements and special projects


• Develop overall engagement budget


• Responsible for billing and realization on assigned clients


• Supervise, train and mentor staff; listen and communicate effectively


• Foster a team environment; demonstrates support of management and decisions and build a positive culture


• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves


• Additional responsibilities as assigned
  
  

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field
  
  

Minimum Qualifications Required

• Bachelor's degree


• 7 years of 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


• 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 technolog

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