Fund Engagement Manager – PE/VC Client Delivery

Atlantic Group; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Atlantic Group seeks an Engagement Manager with experience in private equity, venture capital, fund administration, or related public accounting to oversee client relationships and delivery of fund services for PE/VC funds.

The role reports to an Engagement Director, supervises junior staff, and coordinates audits and tax processes. 4–8 years of relevant experience and CPA is preferred.

Qualifications

• 4–8 years of experience in PE/VC fund accounting or public accounting with PE/VC fund clients

Responsibilities

• Serve as a primary point of contact for assigned clients.
• Stay current on clients' fund activities and manage client expectations.
• Oversee the overall client engagement, including staffing, workflow, utilization, and efficiency.
• Supervise fund accounting, capital account maintenance, and financial statement preparation.
• Oversee and coordinate the audit and tax preparation process.
• Review communications going to clients and investors.
• Mentor, train, and develop junior staff.
• Assist with business development, including helping source clients and prepare proposals.

Skills

Direct PE/VC fund accounting

Partnership accounting

Staff supervision

Audits & tax processes

CPA preferred

Job description

Atlantic Group seeks an Engagement Manager with experience in private equity, venture capital, fund administration, or related public accounting to oversee client relationships and delivery of fund services for PE/VC funds.

The role reports to an Engagement Director, supervises junior staff, and coordinates audits and tax processes. 4–8 years of relevant experience and CPA is preferred.