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Engagement Manager - San Francisco

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
  • $125K - $145K
  • San Francisco

AI generated summary

  • You need a Bachelor's Degree, 2+ years of public accounting or fund experience, knowledge of Partnership Accounting, proficiency in Excel & Word, and ideally a CPA. Familiarity with QuickBooks is a plus.
  • You will manage client engagements, communicate with clients, supervise audits and taxes, mentor junior staff, and assist with business development at a San Francisco based company.

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

How does an Engagement Manager work in conjunction with the Engagement Director?

The Engagement Manager works closely with the Engagement Director to ensure that client engagements are properly managed and supervised. They collaborate on overseeing fund accounting, capital account maintenance, and financial statement preparation.

What qualifications are required to be an Engagement Manager at Standish?

Qualified candidates should have a strong background in finance, accounting, or a related field. Previous experience in managing client engagements and supervising staff is preferred. Strong communication and leadership skills are also important for this role.

What is the role of the Fund Controller and Associate that the Engagement Manager supervises?

The Fund Controller and Associate are responsible for assisting the Engagement Manager in fund accounting, capital account maintenance, and financial statement preparation. The Engagement Manager supervises their work and provides guidance as needed.

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.