Engagement Manager

Standish Management

$105K — $126K *
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 in VC/PE fund or fund administration, or 1+ year as a manager in public accounting
  • Preferred experience in Partnership Accounting within Private Equity/VC
  • CPA certification preferred
  • Strong skills in Microsoft Office, especially Excel, Word, and Outlook
  • Familiarity with QuickBooks a plus

Responsibilities

  • Maintain regular communication with clients to understand fund activities
  • Set and manage client expectations effectively
  • Oversee engagement while balancing client needs and staff utilization
  • Supervise the audit and tax preparation processes
  • Review client and investor communications continuously
  • Aid in sourcing new clients and developing proposals
  • Mentor and train junior staff members

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life insurance and health savings accounts available
  • Extensive disability, maternity, and paternity leave plans
  • 401K retirement savings plan
  • Flexible vacation policy
  • Accrued sick time and standard holiday closures
  • Flexible work environment
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):
  • San Francisco: $125,000 - $145,000
  • Seattle: $105,000+
  • Walnut Creek: $125,000 - $145,000

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

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