Engagement Manager

Standish Management

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

Qualifications

  • Bachelor's Degree required, preferably in Finance, Accounting, or Economics
  • 2+ years of public accounting experience or equivalent
  • At least 2 years of experience in VC/PE fund or fund administration, or 1 year as a manager in public accounting
  • Preferred knowledge of Partnership Accounting within Private Equity/VC context
  • CPA certification preferred
  • Strong proficiency in Microsoft Office, especially Excel, Word, and Outlook
  • Familiarity with QuickBooks is preferred

Responsibilities

  • Manage and lead client engagements to ensure successful outcomes
  • Maintain ongoing communication with clients to stay updated on fund activities
  • Handle client expectations and ensure engagement efficiency
  • Supervise the audit and tax processes for clients
  • Review and finalize all client communications and updates
  • Support business development efforts by sourcing new clients and preparing proposals
  • Mentor and train junior staff, fostering their professional growth

Benefits

  • Comprehensive medical, dental, and vision insurance with life insurance options
  • Disability maternity and paternity plans
  • 401K retirement plan
  • Flexible vacation policy and sick time accrual
  • Standard holiday observance plus year-end office closure
  • Flexible work environment for all employees
Full 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.

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