Engagement Manager

Standish Management

$125K — $145K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance, Accounting, or Economics preferred
  • 2+ years of public accounting experience or equivalent
  • 2+ years of VC/PE fund experience or fund administration, or 1 year as manager at a public accounting firm
  • Preferred experience in Private Equity/VC and Partnership Accounting
  • CPA certification is preferred
  • Proficient in Microsoft Office, especially Excel, Word, and Outlook
  • Familiarity with QuickBooks is preferred.

Responsibilities

  • Maintain frequent contact with clients to stay updated on fund activities
  • Manage and align client expectations throughout engagements
  • Oversee engagement efficiency with a focus on client needs and staff utilization
  • Supervise audit and tax preparation processes
  • Review all client and investor communications regularly
  • Assist in sourcing new clients and preparing proposals for business development
  • Mentor and train junior staff members effectively.

Benefits

  • Comprehensive medical, dental, and vision coverage, with additional life insurance and flexible health account options
  • Extensive disability, maternity, and paternity plans
  • 401K retirement savings plan
  • Flexible vacation policy providing time off
  • Sick time accrual plan
  • Standard holidays plus an additional year-end office closure
  • Flexible work environment for all employees.
Full Job Description
Job Description:

The Engagement Manager at Standish is responsible for managing and leading all client engagements. In conjunction with the Engagement Director, the Engagement Manager is responsible for supervising the Fund Controller and Associate in matters of fund accounting, capital account maintenance and financial statement preparation.

Essential Functions:
  • Maintain frequent client contact to keep abreast of ongoing fund activities
  • Manage client expectations
  • Manage engagement keeping in mind client needs, staff utilization and overall engagement efficiency
  • Supervise the audit and tax preparation process
  • Review all communications to the client and its investors on an ongoing basis
  • Assist with sourcing new clients, issuing proposals and overall business development
  • Mentor and train junior staff members

Minimum Requirements:
  • Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
  • 2+ years of 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, particularly Excel, Word & Outlook
  • Familiarity with QuickBooks preferred

Benefits Include:
  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • Standard holidays along with year-end office closure
  • We provide a flexible work environment for all employees.

Compensation Ranges Annually (varies by city):
  • Seattle: $105,000+
  • San Francisco: $125,000 - $145,000


*Actual compensation will be dependent upon the individual's skills, experience and qualifications.

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