Assurance Manager, Private Client Services

We are the 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. You’ll find an environment that inspires and empowers you to thrive both personally and professionally.

RSM is looking for an Assurance Manager to join our Private Client Services team.

• Provide timely, high‑quality client service that meets or exceeds client expectations, including coordinating audit, review engagements, and compilations of financial statements, related disclosures, and other client deliverables (including corporate income tax, personal income tax and trust income tax compliance).
• Assess risk, 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, reporting 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 client’s business and assess impact on current year engagements.
• Develop others within the Firm through facilitating level‑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 latest developments as they affect GAAP and the Firm’s standards and policies.

• Bachelor’s degree in accounting or another discipline from an accredited university.
• Active CPA or equivalent certification required.
• 5+ years of recent assurance experience within a public accounting environment with exposure to external audit engagements.
• Strong technical proficiency with financial reporting, audit procedures, and auditing standards, including GAAP, CASs or other relevant regulatory requirements.
• Proven experience leading and managing audit engagements and teams, including planning, executing, and completing audits while overseeing junior and senior audit staff.
• Strong project management skills, including the ability to manage multiple priorities, balance competing responsibilities across clients and engagements, meet deadlines, and maintain quality in accordance with firm and client standards.
• Ability to communicate clearly and professionally with firm personnel and clients, manage client relationships, respond to client needs, and address issues while building trust.
• Applies sound business judgment, risk awareness, and…