Senior Associate, Private Equity Independence

RSM US LLP; United States; Remote; USD 77,000 - 148,000; Full time

Job summary

A leading provider of professional services seeks a PE Independence Senior Associate to manage risk regarding independence requirements. This fully remote role involves evaluating independence requests, maintaining client data, and delivering training. Ideal candidates will have 2-3+ years in public assurance accounting and strong organizational skills.

Benefits

Competitive Benefits

Flexible Schedules

Discretionary Bonus

Qualifications

• 2-3+ years’ experience in public assurance accounting.
• Basic understanding of regulatory controls.

Responsibilities

• Perform initial assessment of independence requests.
• Develop knowledge of independence rules.
• Maintain affiliate trees for private equity clients.

Skills

Organizational Skills

Collaboration

Proactivity

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 culture and talent experience, enabling us 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.

The PE Independence Senior Associate assists in managing risk to the Firm regarding independence requirements of regulatory bodies, including the Securities Exchange Commission, Public Accounting Oversight Board, and American Institute of Certified Public Accountants. The position is part of the National Office of Ethics and Independence team, supporting engagement teams with compliance, policy development, initial independence consultations, and monitoring support for complex client structures. Relocation is not required. This role is fully remote. Preference for candidates in the Central or Eastern time zones.

Responsibilities:

1. Perform initial assessment of independence requests from engagement teams, evaluating applicable rules and complexity.

2. Develop knowledge of independence rules and stay updated.

3. Maintain affiliate trees for private equity clients in the entity management system, gathering data from structure charts and public resources.

4. Assist in developing and delivering independence training, tools, and guidance.

5. Contribute to other projects within the National Office of Risk Management as needed.

Required Qualifications:

1. 2-3+ years’ experience in public assurance accounting.

2. Basic understanding of regulatory controls impacting business conditions.

3. Proactive approach to adding value and seeking guidance.

4. Strong organizational and prioritization skills.

5. Ability to adapt to regulatory and industry changes.

6. Positive response to changing circumstances and drive for business improvement.

7. Collaborative work style with team members and engagement teams.

8. Proactive in feedback exchange.

Preferred Qualifications:

1. Experience with independence considerations in professional practice or a National Office role.

2. Experience working with Private Equity clients.

3. Ability to escalate issues appropriately.

We offer competitive benefits, flexible schedules, and total rewards. Learn more at our benefits page.

We are an equal opportunity employer, committed to diversity and inclusion. Accommodation for applicants with disabilities is available upon request. For assistance, contact us at 800-274-3978 or [e-mail].

Note: We do not hire entry-level candidates requiring sponsorship now or in the future. Recent graduates with 1-2 years of relevant experience may qualify as experienced associates.

We consider applications from candidates with arrest or conviction records in accordance with applicable laws. For background check details, click here.

Salary range: $77,700 - $147,400. Compensation includes a discretionary bonus based on performance.