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. There’s no one like you and that’s why there’s nowhere like RSM.

RSM is looking for an Assurance Manager to join our Private Client Services team. You will have the opportunity to work as a team member on diverse client engagements as part of our national practice. Our clients include local, national and internationally recognized companies. RSM’s assurance professionals helping companies improve their performance through the most challenging business cycles.

Job Responsibilities:

• Provide timely, high quality client service that meets or exceeds client expectations including coordinating of 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 along with 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 impact of significant developments in client’s business and assess 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 latest developments as they affect GAAP and the Firm’s standards and policies 

Minimum Qualifications:

• Bachelor’s degree in accounting or other 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 ethical integrity to ensure audit quality, compliance, and independence, and to provide guidance to team members. 

• Ability to work effectively in a professional office environment and, as required, at client sites, including prolonged periods at a computer using standard office equipment. 

• Ability to work extended and/or non-standard hours during peak periods to meet client, project, or firm business needs. 

• Ability to maintain consistent onsite presence during core business hours, report regularly to a firm office, and travel to client sites as required, with reliable transportation.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.   

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.