Audit Director Alternative Investment Group

Essential Functions and Primary Duties

• Responsible for leading audit engagements in asset management.  Clients include investment funds in the private equity, infrastructure, private credit, venture capital, and real estate asset classes.

• Immediately step into a leadership role, serving as the key client contact and be viewed as a trusted business advisor by clients.

• Assist industry growth in the Mid-Atlantic region and help lead national and regional initiatives.

• Manage the practice effectively, meeting billing targets and working on initiatives to implement AI and other technology and improve realization.

• Actively participate in business development opportunities for CBIZ.

• Ensure quality control standards are met and consistent with US GAAP, and other regulatory guidelines.

• Assist in the design, planning and review of attest procedures on valuations of investments in portfolio companies and real estate, interpretation of LPA waterfalls, PCAP analyses, and disclosures. 

• Serve as an advisor on technical matters as a Subject Matter Expert in asset management. Must have significant experience with ASC 946 investment companies.

• Contribute to research and articles on technical accounting matters and provide insights in understanding new accounting standards and best practices for fund structures.

• Build out staff, growth mindset. 

Preferred Qualifications

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

Minimum Qualifications

• 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