Senior Audit Partner: Lead Engagements & Growth

Socket.dev; San Francisco (CA); On-site; USD 200,000 - 350,000; Full time

Job summary

RSM is seeking an Assurance Partner to lead audit and assurance client relationships, advancing quality, growth, and delivery across the Assurance line. This role focuses on guiding engagement teams, managing complex portfolios, and serving as a trusted advisor to clients and firm leaders.

USA: Minimum Qualifications include a Bachelor's in accounting, CPA, and 13+ years of progressive public accounting experience with proven client portfolio growth and leadership abilities.

Qualifications

• Bachelor's degree in accounting or related field.
• Active CPA (or equivalent professional credential) required.
• 13+ years of progressive public accounting / external audit or assurance experience, including significant experience leading audit engagements of increasing complexity and size.
• Proven track record of building and maintaining a substantial client portfolio, including bringing in new business, retaining clients, and ensuring engagement profitability and growth.
• Demonstrated leadership and management skills, with success managing multiple large or complex audit portfolios, supervising senior leadership teams, and guiding firm-wide talent development and staffing strategies.
• Deep technical mastery of accounting and auditing standards including US GAAP, US GAAS or other relevant regulatory standards.
• Demonstrates strong business development and strategic leadership, identifying and advancing growth opportunities, driving cross firm service expansion, and shaping market strategy.
• Strong stakeholder management, communication, and relationship-building skills, able to interact with senior client executives, boards or audit committees, firm leadership, and cross-functional teams.

Responsibilities

• Serve as audit engagement leader and client service coordinator, managing required financial statements, related disclosures, and other client deliverables.
• Manage multiple engagements, oversee engagement status, and maintain milestones for complex audit and assurance projects.
• Identify technical accounting and auditing matters early, assess impact, and coordinate with firm specialists as needed.
• Review work product, communicate audit status to clients, and assess resources needed for project completion.
• Maintain contact with clients throughout the year to build deeper relationships and better understand client goals and strategies.
• Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations.
• Assess risk and design and communicate audit procedures to engagement teams.
• Develop external relationships and centers of influence to support business growth and brand presence.
• Provide insightful business advice and present as a trusted business advisor to clients and stakeholders.
• Understand team member skillsets and capabilities, monitor and review work product, and provide timely coaching and performance feedback.
• Develop others within the firm through training, career development, coaching, and participation in firm initiatives.
• Anticipate and address client concerns, elevate issues promptly, and support quality, independence, and risk management expectations.
• Maintain professional development through ongoing education and stay current on relevant standards, firm policies, and quality expectations.
• Use digital quality enablers, data, and global delivery resources where appropriate to support consistent, efficient, high-quality outcomes.
• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.

Skills

Leadership

Client relationship management

Strategic thinking

Stakeholder management

Communication

US GAAP/GAAS knowledge

Education

Bachelor's degree in accounting

CPA or equivalent

Tools

Digital audit tools

Data-enabled audit approaches

Global delivery resources

Job description

RSM is seeking an Assurance Partner to lead audit and assurance client relationships, advancing quality, growth, and delivery across the Assurance line. This role focuses on guiding engagement teams, managing complex portfolios, and serving as a trusted advisor to clients and firm leaders.

USA: Minimum Qualifications include a Bachelor's in accounting, CPA, and 13+ years of progressive public accounting experience with proven client portfolio growth and leadership abilities.