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Snr - Engagement Manager - PE

  • Location:

    Dallas

  • Sector:

    Accountancy & Finance

  • Job type:

    Permanent

  • Salary:

    US$100000 - US$120000 per annum

  • Contact:

    Nicole Cervera

  • Contact email:

    Nicole.Cervera@oliverjames.com

  • Job ref:

    JOB-012023-192128_1673357510

  • Published:

    17 giorni fa

  • Expiry date:

    2023-02-09

* Maintain frequent client contact to keep abreast of ongoing fund activities

* Manage client expectations

* Manage engagement keeping in mind client needs, staff utilisation 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

The Engagement Manager 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.

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