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Engagement Manager - Boston

  • Job
    Junior & Mid Level
  • Accounting & Tax
  • Boston

AI generated summary

  • You must have a Bachelor's Degree, 2+ years of public accounting experience, 2+ years of VC/PE fund experience, previous PE/VC experience, CPA preferred, and proficiency in Microsoft Office applications.
  • You will maintain client relationships, manage engagement efficiency, lead audits and tax prep, review communications, source new clients, and mentor junior staff.


  • 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


  • 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


What are the main responsibilities of an Engagement Manager at Standish in Boston?

The main responsibilities include managing and leading client engagements, supervising the Fund Controller and Associate in fund accounting and financial statement preparation.

Who does the Engagement Manager in Boston report to?

The Engagement Manager in Boston reports to the Engagement Director.

What skills and qualifications are required for the Engagement Manager position at Standish in Boston?

Strong knowledge of fund accounting, capital account maintenance, and financial statement preparation are required. Experience in managing client engagements, as well as supervisory experience, are also necessary qualifications for this role.

What is the goal of the Engagement Manager at Standish in Boston?

The goal of the Engagement Manager is to ensure successful client engagements, high-quality fund accounting, and accurate financial statement preparation.

How does the Engagement Manager collaborate with the Fund Controller and Associate in Boston?

The Engagement Manager collaborates with the Fund Controller and Associate to oversee fund accounting, maintain capital accounts, and prepare financial statements for client engagements in Boston.

Standish is a provider of specialized fund administration services for Private Equity Funds

Venture Capital & Private Equity
Founded Year

Mission & Purpose

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently. From our start in 2007, we have grown steadily and currently administer more than 1,000 funds with clients who have in excess of $100 billion in committed capital under administration.