Manager of Assurance Services for Private Clients

2 months ago

Old Toronto, Ontario, Canada RSM Global Full time
Manager of Assurance Services for Private Clients

At RSM Global, we pride ourselves on being the foremost provider of professional services to the middle market worldwide. Our mission is to foster confidence in an ever-evolving landscape, enabling our clients and our team to achieve their utmost potential. Our remarkable personnel are the cornerstone of our unique, inclusive culture and talent experience, which allows us to deliver exceptional value to our clients. Here, you will discover an environment that motivates and empowers you to excel both personally and professionally.

We are seeking an Assurance Manager to enhance our Private Client Services division. This role offers the chance to collaborate as a key member on a variety of client engagements within our national practice. Our clientele encompasses local, national, and globally recognized organizations. RSM's assurance experts assist businesses in optimizing their performance through the most demanding 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 as well as communicate procedures to engagement teams.
  • Comprehend and apply RSM's review, compilation, and audit methodologies.
  • Oversee multiple engagement teams and prepare end-of-engagement evaluations for staff members.
  • Recognize the skill sets and capabilities of Senior Associates and Supervisors, monitoring and reviewing their work products while providing constructive feedback throughout the process.
  • Supervise engagement teams and act as the in-charge, facilitating fieldwork by tracking productivity and adherence to work plan schedules for each assignment.
  • Maintain ongoing communication with clients to understand the implications of significant developments in their business and assess their impact on current engagements.
  • Foster the development of others within the firm through facilitating training sessions, advising on career growth, or participating in other firm initiatives.
  • Stay informed by actively reading industry publications and sharing relevant insights with clients as appropriate.
  • Proactively address client concerns and escalate issues as necessary.
  • Understand RSM's service lines and discuss potential opportunities for valuable introductions to other firm resources with client management.
  • Develop strategies to leverage external relationships with various Centers of Influence to drive business growth.
  • Manage project profitability effectively.
  • Identify and communicate accounting and engagement matters to Senior Managers and Partners.
  • Spot performance improvement opportunities.
  • Ensure ongoing professional development through continuous education.
  • Stay updated on the latest developments affecting GAAP and the firm's standards and policies.

Required Qualifications:

  • Bachelor's degree in Commerce (Accounting) or an equivalent degree from an accredited institution.
  • Active CPA designation in good standing.
  • A minimum of 5 years of current or recent experience in a public accounting environment.
  • Experience in leading teams and mentoring associates.
  • Comprehensive understanding of compilation, review, audit, and tax services, along with knowledge of GAAP and GAAS.
  • A proven track record of cultivating profitable, sustainable client relationships.
  • At least 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 Global, we offer a competitive benefits and compensation package for all our personnel. We provide flexibility in your schedule, empowering you to balance life's demands while maintaining your ability to serve clients effectively. Learn more about our total rewards.

RSM Global is committed to creating a diverse environment and is proud to be an equal opportunity employer. We do not tolerate discrimination or harassment based on any protected characteristic. Accommodation for applicants with disabilities is available upon request during 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.

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