Private Client Assurance Manager

2 months ago

Calgary, Alberta, Canada RSM Full time

About RSM

RSM is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, and our ability to be compelling to our clients.

About the Role

We are seeking an experienced Assurance Manager to join our Private Client Services team. As a key member of our team, you will have the opportunity to work on diverse client engagements as part of our national practice. Our clients include local, national, and internationally recognized companies.

Responsibilities

  • Provide timely, high-quality client service that meets or exceeds client expectations, including coordinating review engagements and compilations of financial statements, related disclosures, and other client deliverables.
  • Assess risk and design and communicate procedures to engagement teams.
  • Understand and utilize RSM's review, compilation, and audit methodology.
  • Manage multiple engagement teams and prepare end-of-engagement evaluations for staff.
  • Understand skillsets and capabilities of Senior Associates and Supervisors and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process.
  • Supervise engagement teams and function as an in-charge, facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment.
  • Maintain contact with clients throughout the year to understand the impact of significant developments in the client's business and assess the impact on current year engagements.
  • Develop others within the Firm through facilitating levels-based or industry training, advising on career development, or participating in other Firm initiatives.
  • Subscribe to and actively read industry publications and share relevant information with clients as considered applicable.
  • Anticipate and address client concerns and escalate issues as they arise.
  • Understand RSM's lines of businesses, availability of services, and where applicable, discuss with client management of opportunities to make valuable introductions to others in the Firm.
  • Develop a strategy to utilize relationships external to the Firm with different types of Centers of Influence to effectuate business growth.
  • Manage profitability of projects.
  • Identify and communicate accounting and engagement matters to Senior Managers and Partners.
  • Identify performance improvement opportunities.
  • Ensure professional development through ongoing education.
  • Keep abreast of the latest developments as they affect GAAP and the Firm's standards and policies.

Requirements

  • Bachelor of Commerce (Accounting) degree or equivalent degree from an accredited university.
  • Active CPA designation in good standing.
  • 5+ years of current or recent experience in a public accounting environment.
  • Experience leading teams and mentoring associates.
  • Understanding of compilation, review, audit, and tax services with knowledge of GAAP and GAAS.
  • A proven record of building profitable, sustainable client relationships.
  • Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements.

Preferred Qualifications

  • A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagements.

About Our Benefits

We offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial, and community wellbeing.

  • Assurance Manager, Private Client Services Lead

    2 weeks ago

    Calgary, Alberta, Canada RSM Global Full time $78,000 - $132,500

    Job Title: Assurance Manager, Private Client ServicesRSM Global is seeking an experienced Assurance Manager to join our Private Client Services team. As a key member of our team, you will be responsible for providing high-quality client service, leading engagement teams, and mentoring associates.Key Responsibilities:Provide timely and high-quality client...

  • Senior Assurance Manager, Private Client Services

    2 weeks ago

    Calgary, Alberta, Canada RSM Full time

    We are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience. You'll find an environment that inspires and empowers you to thrive both personally and professionally.RSM is...

  • Private Client Solicitor

    2 weeks ago

    Calgary, Alberta, Canada Lawson West Full time

    Lawson West is seeking an experienced Private Client Lawyer to join their growing and successful Probate, Wills & Trusts Department. The ideal candidate will have 4-6 years of PQE and excellent communication skills.The successful candidate will provide quality advice to clients, support colleagues, and assist with the development of the department and firm....

  • Home Support Worker

    1 week ago

    Calgary, Alberta, Canada Private Household Full time

    Job Title: Home Support WorkerJob Summary: We are seeking a reliable and compassionate Home Support Worker to join our team at Private Household. As a Home Support Worker, you will provide assistance with daily living activities, personal care, and household chores for our elderly clients in a private residence setting.Responsibilities:Assist with regular...

  • Home Support Worker

    1 week ago

    Calgary, Alberta, Canada Private Household Full time

    Job Title: Home Support Worker - Private HouseholdJob Summary: We are seeking a reliable and compassionate Home Support Worker to join our team at Private Household. As a Home Support Worker, you will provide assistance with daily living activities, personal care, and household chores for our elderly clients.Responsibilities:Assist with regular exercise,...

  • Home Support Worker

    1 week ago

    Calgary, Alberta, Canada Private Household Full time

    Job Title: Home Support Worker - Private HouseholdJob Summary: We are seeking a reliable and compassionate Home Support Worker to join our team at Private Household. As a Home Support Worker, you will provide assistance with daily living activities, personal care, and companionship to our elderly clients.Responsibilities:Assist with regular exercise, such as...

  • Senior Private Client Solicitor

    2 weeks ago

    Calgary, Alberta, Canada Lawson West Full time

    Job Summary:We are seeking an experienced Private Client Lawyer to join our growing and successful Probate, Wills & Trusts Department. As a key member of our team, you will provide high-quality advice to clients, support colleagues, and contribute to the ongoing development of the department and firm.Key Responsibilities:* Provide expert advice to clients on...

  • Senior Assurance Manager

    1 month ago

    Calgary, Alberta, Canada RSM US LLP Full time $78,000 - $132,500

    Assurance Manager Job DescriptionWe are seeking a highly skilled Assurance Manager to join our Private Client Services team at RSM US LLP. As a key member of our team, you will be responsible for providing timely and high-quality client service, including coordinating review engagements and compilations of financial statements.Key Responsibilities:Provide...

  • Senior Assurance Manager

    1 month ago

    Calgary, Alberta, Canada RSM US LLP Full time $78,000 - $132,500

    Assurance Manager Job DescriptionWe are seeking a highly skilled Assurance Manager to join our Private Client Services team at RSM US LLP. As a key member of our team, you will be responsible for providing timely and high-quality client service, including coordinating review engagements and compilations of financial statements.Key Responsibilities:Provide...

  • Senior Assurance Manager

    1 month ago

    Calgary, Alberta, Canada RSM Canada LLP Full time

    Job Title: Assurance Manager, Private Client ServicesWe are a leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver exceptional results for our clients.RSM...

  • Senior Assurance Manager

    1 month ago

    Calgary, Alberta, Canada RSM Canada LLP Full time

    Job Title: Assurance Manager, Private Client ServicesWe are a leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver exceptional results for our clients.RSM...

  • Senior Assurance Manager

    1 month ago

    Calgary, Alberta, Canada RSM Canada LLP Full time

    Job Title: Assurance Manager, Private Client ServicesWe are a leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver exceptional results for our clients.RSM...

  • Senior Assurance Manager

    4 weeks ago

    Calgary, Alberta, Canada RSM Full time

    Job Title: Assurance Manager, Private Client ServicesWe are seeking a highly skilled Assurance Manager to join our Private Client Services team at RSM. As a key member of our team, you will have the opportunity to work on diverse client engagements and contribute to our national practice.Responsibilities:Provide exceptional client service, including...

  • Senior Assurance Manager

    4 weeks ago

    Calgary, Alberta, Canada RSM Global Full time $78,000 - $132,500

    Job Title: Assurance Manager, Private Client ServicesRSM Global is seeking a highly skilled Assurance Manager to join our Private Client Services team. As a key member of our team, you will have the opportunity to work on diverse client engagements and contribute to the growth and success of our national practice.Responsibilities:Provide exceptional client...

  • Senior Assurance Manager

    1 month ago

    Calgary, Alberta, Canada RSM Global Full time

    Assurance Manager, Private Client ServicesRSM Global is seeking an experienced Assurance Manager to join our Private Client Services team. As a key member of our team, you will have the opportunity to work on diverse client engagements and contribute to the growth and success of our national practice.Responsibilities:Provide high-quality client service,...

  • Senior Assurance Manager

    1 month ago

    Calgary, Alberta, Canada RSM Full time

    Job Title: Assurance Manager, Private Client ServicesWe are seeking a highly skilled Assurance Manager to join our Private Client Services team at RSM. As a key member of our team, you will have the opportunity to work on diverse client engagements and contribute to our national practice.Responsibilities:Provide exceptional client service, including...

  • Senior Assurance Manager

    1 month ago

    Calgary, Alberta, Canada RSM Full time

    Job Title: Assurance Manager, Private Client ServicesWe are seeking a highly skilled Assurance Manager to join our Private Client Services team at RSM. As a key member of our team, you will have the opportunity to work on diverse client engagements and contribute to our national practice.Responsibilities:Provide exceptional client service, including...

  • Senior Assurance Manager

    1 month ago

    Calgary, Alberta, Canada RSM Global Full time

    Assurance Manager, Private Client ServicesRSM Global is seeking an experienced Assurance Manager to join our Private Client Services team. As a key member of our team, you will have the opportunity to work on diverse client engagements and contribute to the growth and success of our national practice.Responsibilities:Provide high-quality client service,...

  • Senior Assurance Manager

    4 weeks ago

    Calgary, Alberta, Canada RSM Global Full time $78,000 - $132,500

    Job Title: Assurance Manager, Private Client ServicesRSM Global is seeking a highly skilled Assurance Manager to join our Private Client Services team. As a key member of our team, you will have the opportunity to work on diverse client engagements and contribute to the growth and success of our national practice.Responsibilities:Provide exceptional client...

  • Senior Assurance Manager

    4 weeks ago

    Calgary, Alberta, Canada RSM Full time

    Job Title: Assurance Manager, Private Client ServicesWe are seeking a highly skilled Assurance Manager to join our Private Client Services team at RSM. As a key member of our team, you will have the opportunity to work on diverse client engagements and contribute to our national practice.Responsibilities:Provide exceptional client service, including...