Assurance Supervisor - Private Client Services

Job Responsibilities

• Lead the team through the entire process, preparing all necessary financial statements and related disclosures and reportable conditions letters, with an eye on quality, thoroughness and accuracy
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating of audits, review engagements and compilations of financial statements, related disclosures, and other client deliverables (including corporate income tax, personal income tax and trust income tax).
• Develop an understanding of the client's business and needs
• Understand and utilize RSM’s review, compilation, and audit methodology
• Collaborate with the engagement manager/senior manager on engagement approach and execute on the plan using a risk-based approach
• Recognize industry-specific and general accounting and auditing issues
• Provide insightful feedback on financial statements and prepare other client deliverables such as board communications, deficiency letters, management letters, etc.
• Supervise associates and seniors on engagement teams and function as an in-charge, monitoring and reporting regarding productivity and adherence to work plan and budget
• Anticipate and address client concerns and escalate issues as they arise
• Interact with clients to help ensure the information flow from client to audit team and vice versa is efficient
• Identify and communicate significant accounting and auditing matters to manager/senior manager and partner on engagement
• Identify performance improvement opportunities for team members
• Understand client and industry issues, and recognize opportunities for RSM to assist the client in increasing level and types of services
• Manage time appropriately across multiple projects
• Keep abreast of industry developments by reading trade publications and other relevant thought leadership
• Ensure professional development through ongoing education
• Willingness to travel 25% of the year, depending on your clients
• Minimum Qualifications:
• Bachelor’s degree in Accounting or other discipline from an accredited University.
• Active CPA license or demonstrated progress toward CPA licensure in province of residence.