Private Equity Independence Manager
Core
Strategic advisor to client service teams on auditor independence matters, providing consultation on the application of independence rules, standards, and policies to complex client relationships, private equity structures, and capital markets transactions.
Role type
Senior IC manager (regulatory compliance & independence)
Builds
Independence conclusions, affiliate trees, and documentation supporting regulatory compliance for private equity and capital markets engagements.
Domain
Professional services / Public Accounting / Regulatory Compliance
Deliverable
dashboards & analysis
Required skills
Application of SEC/PCAOB/AICPA independence rules, Private equity structure analysis, Affiliate data management, Process evaluation and innovation, Supervision of teams
Preferred skills
Understanding of private equity structures, Knowledge of changes to firm policies and personnel
Technologies
Microsoft Office (Excel, Word, PowerPoint), AI-powered tools (e.g., Microsoft Copilot)
Responsibilities
Advise client service teams on independence implications of client relationships and business decisions; Consult with engagement teams on capital markets transactions (e.g., IPOs); Assist with independence search processes and resolve identified matters; Perform complex affiliate analyses and maintain affiliate trees; Supervise 4–7 individuals in US and India; Evaluate existing processes and recommend innovative solutions.
Seniority
Senior, hands-on IC with leadership responsibilities