Lead Tax-Local Market Group Manager

RSM is looking for a dynamic Manager to join our Local Market Group in our New York office.  As part of the team, the Manager will be responsible for: 



  • Perform reviews and compilations for private companies in various industries such as professional services, manufacturing, distribution, real estate, technology and health care.
  • Oversee the bookkeepers and preparation and analyzing of QuickBooks financial statements for the client and maintain communication as appropriate.
  • Review the month end close process for clients including various general ledger account reconciliations and maintenance of the client’s fixed assets schedule.
  • Oversee the payroll function, after the fact payroll and employment taxes.
  • Gain a comprehensive understanding of client operations, processes and business objectives, and utilize that knowledge on the engagement.
  • Develop and communicate with the client recommendations for business and process improvements.
  • Maintain a good working relationship with client personnel to enhance customer satisfaction, and work with client management and staff at all levels to perform assurance services.
  • Supervise, develop, train and mentor assigned staff and interns on the review and compilation process, and assess the performance of the staff for their engagement review.
  • Attend professional development and training sessions on a regular and consistent basis.

Required Qualifications and experience:

  • Bachelor’s degree in accounting and equivalent work experience of 4+ years in either public accounting or private industry

  • CPA, CA or EA designation

  • Strong analytical, technical and accounting skills, including proficiency in US GAAP.
  • Exceptional client service with a demonstrated ability to develop and maintain outstanding client relationships is expected.
  • Strong leadership, development, training and mentoring skills.
  • Experience in performing or assisting with month end close procedures.
  • Strong computer skills including proficiency in Microsoft Office Suite and QuickBooks.
  • Strong time management, organizational skills, attention to detail, communication, and interpersonal skills are required.

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