Audit Supervisor – Portfolio Companies

CBIZ

. Meet all client timelines . Develop and maintain strong client/investment company owner relationships . Collaborate with tax private equity co-sourcing, advisory and investment company assurance practices to develop a

Posted 9/18/2026full-timeBoston • Connecticut • United StatesMid-LevelSenior💰 $94,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and engagements within the private equity and venture capital sectors, leveraging strong technical skills in accounting and taxation. Proficient in developing go-to-market strategies and collaborating with cross-functional teams to drive successful audit and advisory outcomes.

Highest-signal resume keywords

Client Relationship ManagementPrivate Equity Investment Life CyclePublic Accounting ExperienceCPA CandidateSupervisory Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingTaxationPublic AccountingProposal DevelopmentClient Engagement Management

Soft Skills

Communication SkillsDeadline ManagementPrioritization

Tools & Technologies

Applicable Technology

Certifications & Qualifications

Bachelor’s DegreeCPA Candidate

Industry Keywords

Private EquityVenture CapitalInvestment CompanyAuditAdvisory

About the role

Key responsibilities & impact

Meet all client timelines
Develop and maintain strong client/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
Handle client responsibilities using proficient technical skills and knowledge of trends, industries, and alternatives
Develop new clients 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
Travel with audit teams as needed based on portfolio company locations

Requirements

What you’ll need

Bachelor’s degree required in Accounting, Taxation or related field
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