Senior Fund Accounting Engagement Lead — Flexible Work

Standish Management; Walnut Creek (CA); On-site; USD 125,000 - 145,000; Full time

Benefits offered by this job

Comprehensive medical, dental, vision

401K

Flexible Vacation Plan

Sick Time Accrual

Year-end office closure

Flexible work environment

Job summary

Standish Management is seeking an Engagement Manager to lead and supervise client engagements, including fund accounting, capital accounts, and financial statement preparation.

You will maintain frequent client contact, manage expectations, oversee engagement efficiency, and assist with business development. Candidates should have a finance/accounting background and progressive public accounting experience.

Qualifications

• Bachelor’s Degree in Finance/Accounting/Economics preferred.
• 2+ years public accounting experience or equivalent.
• 2+ years of VC/PE fund experience or fund administrator – OR – minimum 1 year as manager at a public accounting firm.
• Previous Private Equity/VC experience and knowledge of Partnership Accounting preferred.
• CPA preferred; proficiency in Microsoft Office applications, especially Excel, Word & Outlook.

Responsibilities

• Maintain frequent client contact to stay abreast of ongoing fund activities.
• Manage client expectations and engagement efficiency.
• Supervise the audit and tax preparation process.
• Review all client and investor communications regularly.
• Assist with sourcing new clients, proposals, and business development.
• Oversee fund accounting and capital account maintenance, and financial statement prep.

Skills

Public accounting experience

VC/PE fund experience

Leadership/engagement management

Excel proficiency

Education

Bachelor’s Degree in Finance/Accounting/Economics

CPA preferred

Tools

Microsoft Office (Excel/Word/Outlook)

Job description

Standish Management is seeking an Engagement Manager to lead and supervise client engagements, including fund accounting, capital accounts, and financial statement preparation.

You will maintain frequent client contact, manage expectations, oversee engagement efficiency, and assist with business development. Candidates should have a finance/accounting background and progressive public accounting experience.