Rsm 9

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Manager

Full Time San Juan, PR

Salary Range: $90,000.00 To $100,000.00 Annually

Division: Assurance

Minimum Entry Requirements

• CPA
• Public accounting experience or equivalent
• Understanding of industry, specific audit information requirements
• Solid interpersonal and communication skills
• Advanced written and spoken communication skills, both in Spanish and English

Role Success Factors Client Service Excellence & Expertise

• Researches using RSM Methodology and external tools, interprets, documents and arrives at appropriate conclusions
• Completes manager-level review for engagements in accordance with RSM quality control policies
• Knows client’s business goals, strategy and what motivates the client; serves as a valued business advisor for appropriate client management
• Understands and applies RSM quality standards for self, team and client; models integrity
• Identifies complex accounting issues

People Management Relationships

• Proactively provides client with relevant information (industry developments, accounting guidance) throughout the year to create and maintain client loyalty
• Manages and meets the expectations of self, team and clients
• Trains staff through on-the-job training and facilitating internal CPE
• Delegates appropriately while considering engagement economics; provides development opportunities for team and self
• Participates in regional and national activities (facilitating CPE, recruiting, inspections, etc.)
• Delivers effective presentations and adjusts presentation style based on audience (key client meetings, COI, industry, etc.)
• Provides real-time and ongoing constructive feedback (both positive & negative) to entire engagement team
• Possesses the maturity to serve as a role model for staff (client interactions, WorkLife, etc.)
• Serves as client’s first point of contact
• Understands importance of fostering a personal relationship with appropriate individuals at client
• Successfully has difficult conversations with clients and engagement team members
• Possesses the writing skills to draft all client deliverables (financial report, management letter, Board of Director’s letter, etc.)

Productivity & Business Growth

• Identifies out of scope work and tactfully discusses the issue with client, if appropriate
• Meets charge hour and margin goals
• Demonstrates strong awareness of engagement economics and the key drivers of success/profitability; involved in billing process and financial arrangements
• Demonstrates strong project management and multi-tasking skills; meets or exceeds time and budget expectations
• Understands RSM service line offerings in all business units
• Participates in internal/external networking activities while enhancing existing COI network
• Participates in proposal process: prospective client meetings, proposal drafting, budget development
• Effectively and efficiently works on multiple engagements at one time while maintaining excellent client service
• Responsible for seeing that engagement is complete and ready for director or partner review within established timeframe and budget; keeps the partner informed on engagement status and key issues in a timely manner
• Displays an ability to set and maintain business development goals
• Manages existing client relationships to learn about existing and/or potential needs
• Understands dynamics of RSM relationship and engagement history with the client; uses information about prior work to improve current engagement efficiencies
• Develops and begins to demonstrate strong negotiation skills

Key Skills to Accelerate Your Career

• Demonstrates an ability to initiate new client relationships and extended services to existing clients through individual efforts or active participation on a proposal team
• Demonstrates leadership ability with all parties, internal and external (serves as a client's first point of contact, coaches and trains staff, acts as a role model, builds network with potential clients, displays positive attitude)
• Exhibits confidence in technical capabilities while managing multiple complex clients; stays highly organized and produces a quality product with appropriate director/partner involvement

Other Requirements

• Understands information security principles to protect information, both from the client and the Firm, including confidentiality, integrity, and availability. Familiar with ISO27001:2022 and Firm ISMS.