Audit Partner
1 month ago
We are seeking an experienced Audit Partner to join our Financial Services practice in California. As a key member of our team, you will be responsible for leading audits of financial services clients, including asset management, specialty finance, and fintech companies.
Responsibilities:- Lead audits of financial statements, related disclosures, and other client deliverables
- Manage multiple engagements, oversee engagement status, and ensure maintenance of milestones for clients in financial services, asset management, specialty finance, and fintech
- Identify technical accounting matters early and assess impact on financial statements; coordinate with firm specialists as needed
- Review work product and communicate audit status to clients periodically and assess resources needed for project completion
- Maintain contact with clients throughout the year to develop deeper relationships and understand client goals and strategies
- Manage profitability of projects, evaluate strategy for growth of the Firm
- Assess risk and design and communicate audit procedures to engagement teams
- Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
- Provide insightful business advice and present oneself as a trusted business advisor
- Understand skillsets and capabilities of team members and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process
- Develop others within the Firm through facilitating levels-based or industry training, advising on career development, or participating in other Firm initiatives
- Anticipate and address client concerns and escalate issues as they arise
- Ensure professional development through ongoing education
- Keep abreast of latest developments as they affect GAAP and the Firm's standards and policies
- BS/BA Degree in Accounting or equivalent degree
- CPA Certification
- 12+ years of current or recent audit experience in a public accounting environment with a focus in auditing financial services clients
- 8+ years' experience auditing companies and related organizations in Financial Services, Asset Management, Banking, Specialty Finance, or Fintech
- A proven record of building profitable, sustainable client relationships
- A successful record of directing and deploying team members on multiple simultaneous engagements
- Understanding of audit services with knowledge of GAAP, GAAS, and FASB regulations
RSM offers a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial, and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days, and associate and above access to self-managed time off. 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://www.rsmus.com/careers/total-rewards.
RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer, 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 (including gender identity and/or gender expression); 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; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state, or local law.
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 careers@rsmus.com.
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