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Assurance Manager, Private Client Services Lead
1 month ago
RSM 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 service, including coordinating review engagements and compilations of financial statements.
- Assess risk and design 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.
- Supervise engagement teams and facilitate field work by monitoring and reporting on productivity and adherence to work plan schedules.
- Maintain contact with clients throughout the year to understand the impact of significant developments in their business.
- 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 applicable.
- Anticipate and address client concerns and escalate issues as they arise.
- Understand RSM's lines of businesses, availability of services, and discuss with client management 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 latest developments as they affect GAAP and the Firm's standards and policies.
- 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.
- A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagements.
RSM Global offers 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. Learn more about our total rewards here.
Compensation Range: $78,000 - $132,500. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
