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Engagement Manager - New York

  • Job
    Junior & Mid Level
  • Accounting & Tax
  • $120K - $160K
  • New York City

AI generated summary

  • You: Bachelor's in finance/accounting, 2+ years public accounting/VC/PE fund experience, familiarity with partnership accounting, CPA preferred, strong Excel skills.
  • You will manage client relationships, oversee audit and tax prep, develop new business, and mentor staff in a high-energy, fast-paced environment.


  • 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?

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

Who does the Engagement Manager work closely with at Standish?

The Engagement Manager works closely with the Engagement Director, as well as the Fund Controller and Associate.

What skills are required for success in the role of Engagement Manager at Standish?

Strong leadership, project management, and client relationship management skills are essential for success in this role. Experience in fund accounting and financial statement preparation is also important.

What is the typical career path for an Engagement Manager at Standish?

An Engagement Manager at Standish may progress to become an Engagement Director or other senior leadership roles within the firm. Continued professional development and relevant certifications are often encouraged for career advancement.

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.