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Manager of Assurance Services for Private Clients
3 months ago
At RSM, we pride ourselves on being the foremost provider of professional services to the middle market on a global scale. Our mission is to instill confidence amid change, enabling our clients and team members to achieve their utmost potential. Our remarkable workforce is the cornerstone of our unparalleled, inclusive culture and talent experience, which makes us appealing to our clients. Here, you will discover an environment that encourages and empowers you to excel both personally and professionally.
We are currently seeking an Assurance Manager to enhance our Private Client Services division. In this role, you will collaborate as a team member on a variety of client engagements as part of our national practice. Our clientele includes local, national, and internationally recognized firms. RSM's assurance specialists assist companies in enhancing their performance through even the most challenging business cycles.
Key Responsibilities:
- Deliver timely, high-quality client service that meets or surpasses client expectations, including the coordination of review engagements and the compilation of financial statements, related disclosures, and other client deliverables.
- Evaluate risks and design procedures to communicate with engagement teams.
- Utilize RSM's review, compilation, and audit methodologies effectively.
- Oversee multiple engagement teams and prepare end-of-engagement evaluations for staff.
- Understand the skill sets and capabilities of Senior Associates and Supervisors, monitor and review their work, and provide performance feedback.
- Supervise engagement teams and act as the in-charge, facilitating fieldwork by monitoring productivity and adherence to work plans.
- Maintain ongoing communication with clients to understand significant developments in their business and assess impacts on current engagements.
- Foster the development of others within the firm through training, career advice, and participation in firm initiatives.
- Stay informed on industry publications and share relevant insights with clients.
- Proactively address client concerns and escalate issues as necessary.
- Understand RSM's service lines and discuss potential opportunities with client management.
- Develop strategies to leverage external relationships to drive business growth.
- Manage project profitability.
- Identify and communicate accounting and engagement matters to Senior Managers and Partners.
- Recognize opportunities for performance improvement.
- Ensure ongoing professional development through continuous education.
- Stay updated on the latest developments affecting GAAP and the firm’s standards.
Required Qualifications:
- Bachelor's degree in Commerce (Accounting) or an equivalent from an accredited institution.
- Active CPA designation in good standing.
- Over 5 years of recent experience in a public accounting environment.
- Experience in leading teams and mentoring associates.
- Knowledge of compilation, review, audit, and tax services, with a solid understanding of GAAP and GAAS.
- A proven track record of establishing profitable, sustainable client relationships.
- A minimum of 4 years of experience in a team lead or in-charge role overseeing staff on multiple engagements.
Preferred Qualifications:
- A successful history of directing and deploying staff and senior associates on multiple, simultaneous engagements.
At RSM, we offer a competitive benefits and compensation package for all our employees. We provide flexibility in your schedule, empowering you to balance life’s demands while maintaining your ability to serve clients effectively.
RSM is committed to fostering an inclusive environment and does not tolerate discrimination or harassment based on any protected characteristic. We are dedicated to providing equal opportunity and reasonable accommodation for individuals with disabilities throughout the recruitment process.
Compensation Range: $78,000 - $132,500. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
