Audit Partner

1 day ago


CA United States RSM Global Full time
About RSM Global

RSM Global is a 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.

Job Summary

We are seeking an experienced Audit Partner to join our Asset Management practice in California. As an Audit Partner, you will be responsible for leading and managing the auditing of financial statements, related disclosures, and other client deliverables.

Key Responsibilities
  • Lead Audit Engagements: Manage multiple engagements, oversee engagement status, and ensure maintenance of milestones for clients in Financial Services, Asset Management, Specialty Finance, and Fintech space.
  • Technical Accounting Expertise: Identify technical accounting matters early and assess impact on financial statements; coordinate with firm specialists as needed.
  • Client Relationship Management: Maintain contact with clients throughout the year to develop deeper relationships and understand client goals and strategies.
  • Profitability Management: Manage profitability of projects, evaluate strategy for growth of the Firm.
  • Risk Assessment: Assess risk along with design and communicate audit procedures to engagement teams.
  • Business Development: Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth.
  • Business Advisory: Provide insightful business advice and present oneself as a trusted business advisor.
  • Team Development: 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.
  • Professional Development: Ensure professional development through ongoing education.
Requirements
  • Education: BS/BA Degree in Accounting or equivalent degree.
  • Certification: CPA Certification.
  • Experience: 12+ years of current or recent audit experience in a public accounting environment with a focus in auditing financial services clients.
  • Industry Experience: 8+ years' experience auditing companies and related organizations in Financial Services, Asset Management, Banking, Specialty Finance, or Fintech.
  • Client Relationship Building: A proven record of building profitable, sustainable client relationships.
  • Team Leadership: A successful record of directing and deploying team members on multiple simultaneous engagements.
  • Technical Knowledge: Understanding of audit services with knowledge of GAAP, GAAS and FASB regulations.


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