Director, Private Equity Portfolio Audits

CBIZ; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

CBIZ in Boston is seeking a senior audit professional to lead private equity and venture capital portfolio company audits. This role requires traveling with audit teams as needed and building strong relationships with client owners across portfolio entities.

The candidate will collaborate with tax, advisory, and investment company assurance groups to develop go-to-market strategies for portfolio audits and leverage national experts to deliver high quality service.

Qualifications

• Bachelor's degree required.
• Master's degree preferred in Accounting/Taxation or related field.
• Active CPA certification is required or equivalent.

Responsibilities

• Results oriented mindset focused on meeting all client timelines.
• Desire to build a team focused on audits of private equity and venture capital portfolio companies.
• Readiness to travel with audit teams as needed based on geographic locations of portfolio companies.
• Develop and maintain strong client/investment company owner relationships.
• Ability to collaborate 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 potential exits.
• Leverage existing investment company relationships across audit, tax and advisory groups.
• Supported by local assurance resources and national subject matter experts.

Skills

Results oriented

Travel readiness

Client relationship management

Cross-service collaboration

Leadership

Education

Bachelor's degree required

Master's degree preferred

Active CPA

Job description

CBIZ in Boston is seeking a senior audit professional to lead private equity and venture capital portfolio company audits. This role requires traveling with audit teams as needed and building strong relationships with client owners across portfolio entities.

The candidate will collaborate with tax, advisory, and investment company assurance groups to develop go-to-market strategies for portfolio audits and leverage national experts to deliver high quality service.