Audit Director – Portfolio Companies

CBIZ

. Meet all client timelines with a results-oriented mindset .

Posted 9/17/2026full-timeBoston • Connecticut • United StatesLead💰 $180,000 - $295,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing audits for private equity and venture capital portfolio companies, with a strong focus on client relationship management and team leadership. Proficient in navigating the investment life cycle and collaborating with various assurance practices to drive strategic initiatives.

Highest-signal resume keywords

Active CPA Certification8 Years Public Accounting Experience6 Years Supervisory ExperienceClient Relationship ManagementPrivate Equity and Venture Capital Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Results-Oriented MindsetStrong Communication SkillsLeadership SkillsAbility to Manage DeadlinesClient Service Orientation

Tools & Technologies

Applicable Technology Proficiency

Certifications & Qualifications

Active CPA Certification

Industry Keywords

Private EquityVenture CapitalAuditInvestment Life CycleAdvisory Practices

About the role

Key responsibilities & impact

Meet all client timelines with a results-oriented mindset
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 of fund investments
Leverage existing investment company relationships across audit, tax, and advisory groups
Work with local assurance resources and national subject matter experts

Requirements

What you’ll need

Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs