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 experience in venture capital/private equity or fund administration
  • Minimum 1 year as manager at a public accounting firm
  • Previous knowledge of Partnership Accounting preferred
  • CPA certification preferred
  • Proficiency in Microsoft Office, especially Excel, Word, and Outlook

Responsibilities

  • Maintain regular client contact to monitor fund activities
  • Manage client expectations throughout the engagement
  • Oversee engagement efficiency while considering client needs
  • Supervise the audit and tax preparation process
  • Review all client communications continuously
  • Assist in sourcing new clients and issuing proposals
  • Mentor and train junior staff members

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Life insurance, Health Savings Account, and Flexible Spending Account options
  • Disability, maternity, and paternity plans
  • 401K to support retirement savings
  • Flexible vacation plan for better work-life balance
  • Sick time accrual plan to manage health needs
  • Standard holidays and 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):
  • Denver: $95,000 - $120,000
  • 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.

California Privacy Rights Act (CPRA)

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