Assurance Manager, Private Client Services

RSM Global; Red Deer; On-site; CAD 78,000 - 133,000; Full time

Job summary

Join a forward-thinking firm as an Assurance Manager in Private Client Services, where you will lead diverse client engagements and provide exceptional service. This role offers the chance to work with a variety of local and international clients, enhancing their performance through expert guidance in financial statements, tax compliance, and risk assessment. You'll thrive in an inclusive culture that promotes professional growth and development, while also enjoying a competitive compensation package and flexible work arrangements. If you're passionate about client service and team leadership, this opportunity is perfect for you!

Benefits

Flexible Schedule

Discretionary Bonus

Professional Development Opportunities

Health Insurance

Retirement Plan

Qualifications

• Bachelor's degree in Accounting and active CPA designation required.
• 5+ years in public accounting with team leadership experience.

Responsibilities

• Provide high-quality client service and manage multiple engagement teams.
• Assess risks and develop strategies for client engagements.

Skills

Client Service

Team Leadership

Tax Compliance

GAAP Knowledge

Audit Methodology

Risk Assessment

Performance Improvement

Education

Bachelor of Commerce (Accounting)

CPA Designation

Job description

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 help 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 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 our website.

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 [e-mail].

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.

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

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