Assurance Senior - Lending

rsm; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive benefits

Flexible schedule

Job summary

RSM is seeking an Assurance Senior to join our Lending team in the United States. The role focuses on banking and specialty finance, with opportunities to contribute to client service delivery and quality assurance across engagements.

Ideal candidates have a Bachelor's in Accounting, 2–3 years of assurance experience in public accounting, and active CPA status or progress toward licensure. Expect collaboration across offices and potential client site work.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited University.
• Active CPA license or demonstrated progress toward CPA licensure in state of residence.
• 2-3 years of recent assurance experience in a public accounting environment.
• Proficiency with Microsoft Office applications and auditing software tools.
• Working knowledge of US GAAP, US GAAS or other relevant regulatory requirements, with the ability to apply relevant accounting and auditing standards.
• Strong analytical, problem-solving, and research skills, with the ability to exercise professional judgment.
• Experience supporting audit engagements from planning through completion, including performing testing, assisting with financial statement preparation, reviewing workpapers, and mentoring staff.
• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means.
• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in accordance with performance expectations, firm, and client standards.
• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment.
• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs.
• Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation.
• Occasionally lift or move miscellaneous items (typically under 20 lbs.)

Responsibilities

• Key responsibilities as outlined in the job summary include executing core functions of the Senior Associate role, contributing to team objectives, maintaining quality standards, and supporting client service delivery.

Skills

Analytical skills

Problem-solving

Communication skills

Research skills

Project management

Professional judgment

Education

Bachelor's degree in Accounting

Tools

Microsoft Office

Auditing software

Job description

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, 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 a Assurance Senior to join our Lending team. Lending is focused specifically on banking and specialty finance, in which we are the middle market leaders throughout the country.

Job Responsibilities

• Key responsibilities as outlined in the job summary include executing core functions of the Senior Associate role, contributing to team objectives, maintaining quality standards, and supporting client service delivery.

Minimum Qualifications

• Bachelor's degree in Accounting or related field from an accredited University.
• Active CPA license or demonstrated progress toward CPA licensure in state of residence.
• 2-3 years of recent assurance experience in a public accounting environment.
• Proficiency with Microsoft Office applications and auditing software tools.
• Working knowledge of US GAAP, US GAAS or other relevant regulatory requirements, with the ability to apply relevant accounting and auditing standards.
• Strong analytical, problem-solving, and research skills, with the ability to exercise professional judgment.
• Experience supporting audit engagements from planning through completion, including performing testing, assisting with financial statement preparation, reviewing workpapers, and mentoring staff.
• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means.
• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in accordance with performance expectations, firm, and client standards.
• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment.
• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs.
• Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation.
• Occasionally lift or move miscellaneous items (typically under 20 lbs.)

Benefits

• 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://rsmus.com/careers/working-at-rsm/benefits.

Equal Opportunity and Diversity Statement

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Disability Accommodation

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].

Visa Sponsorship Policy

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

Criminal Record Consideration

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

Employee Pay

At RSM, an employee's pay at any poin