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Engagement Manager - Dallas

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
  • Dallas

AI generated summary

  • You need a Bachelor's Degree, 2+ years of public accounting experience, 2+ years of VC/PE fund experience, or 1 year as a manager at a public accounting firm. Knowledge of Partnership Accounting and proficiency in Excel, Word, and QuickBooks are essential.
  • You will manage client engagements, supervise audit and tax prep, review client communications, assist with new client development, and mentor junior staff.

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

Responsibilities

  • 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

FAQs

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

The Engagement Manager is responsible for managing and leading all client engagements at Standish. They supervise the Fund Controller and Associate in fund accounting, capital account maintenance, and financial statement preparation.

Who does the Engagement Manager report to at Standish?

The Engagement Manager at Standish reports to the Engagement Director.

What qualifications are required for the role of an Engagement Manager at Standish?

Qualifications for an Engagement Manager at Standish typically include a strong background in fund accounting, financial statement preparation, and client engagement. A bachelor's degree in a related field and several years of relevant experience are usually required.

What skills are important for an Engagement Manager to possess?

Important skills for an Engagement Manager at Standish include strong leadership abilities, excellent communication skills, attention to detail, and the ability to manage multiple client engagements simultaneously.

What is the work environment like for an Engagement Manager at Standish?

The work environment for an Engagement Manager at Standish is fast-paced, client-focused, and collaborative. Engagement Managers work closely with the Fund Controller, Associate, and other team members to ensure the successful completion of client engagements.

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

Venture Capital & Private Equity
Industry
501-1000
Employees
2007
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.