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.

Responsibilities :

Provide timely, high quality client service that meets or exceeds client expectations including coordinating of 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

Required Qualifications :

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 engagement

At RSM, 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. Learn more about our total rewards at

Compensation Range : $78,000 - $132,500

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.