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Private Client Verticals Project Manager

RSM New York, NY
  • Expired: over a month ago. Applications are no longer accepted.

The Private Client Verticals Project Manager works alongside the Vertical leaders to develop and implement processes to ensure consistent use of standardized best practices across all RSM offices. The Project Manager (PM) is responsible for planning, coordination, and execution of all aspects of assigned projects. This includes coordinating with multiple specialty areas within tax as well as other lines of business to develop project plans, scheduling, and budgets to ensure timely completion of projects. The PM will be an active participant in all aspects of the project and is accountable for managing issues and risks and providing ongoing status reports. The PM must be able to identify activities as either in or out of scope as they relate to projects and their respective objectives

Essential Duties

  • Create and monitor comprehensive client service plans for engagements
  • Track engagement status by compiling weekly status reports from project tracking software
  • Organize, attend, document, and follow up on both RSM and client status calls
  • Assist RSM teams with queries on established processes in order to deliver a consistent and positive client experience across multiple offices
  • Identify existing best practices and tools in other industries or lines of business and leverage those tools within Private Client verticals
  • Manage new client engagement set up
  • Ensure intermittent RSM and client deadlines are met and communicate any variances to the leaders in a timely manner
  • Gather regular feedback from both RSM and client teams in order to work with the engagement leadership team to identify and implement improvements to the overall process
  • Prepare engagement management materials for team reference and internal team training events
  • Manage all vertical communication, training coordination and community events

Minimum Qualifications

  • Bachelor’s Degree or Equivalent Experience required
  • Proficient in MS Office required
  • Business writing experience required
  • Ability to communicate both verbally and written at all levels of the Firm
  • Strong attention to detail, quality, and follow-up


  • Minimum of 5 years business project management experience required
  • Prefer prior public accounting experience with a mid to large size firm

Leadership skills

  • Ability to work autonomously and with a team
  • Strong organization and time management skills
  • Ability to multi-task (manage multiple projects concurrently)
  • Ability to work effectively with a remote team
  • Able to leverage internal and external networks

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.



New York, NY