Accounting and Finance Consulting - Accounting and Finance Optimization Manager - Asset Management

We are the 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. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Do you have a passion and a curiosity for understanding and researching complex accounting issues?

Are you looking for a more flexible and balanced career?

Do you enjoy serving and working collaboratively with your clients to help resolve complex accounting issues?

Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds?

Are you looking for a career that will provide you with interesting and varied professional growth opportunities?

If so, RSM's Technical Accounting Consulting (TAC) is the right fit for you!

RSM is looking for a Manager to join our Technical Accounting Consulting (TAC) practice with a focus in our Financial Services group. Changing economies, new accounting policies and evolving tax regulations mean that business and professional services firms face an ever-changing business landscape. With more than 80 years of industry expertise, RSM has helped thousands of firms to achieve their business objectives. Our financial services clients include firms in a variety of industries, including financial institutions, insurance, specialty finance, and asset management.  Experienced in serving clients with a local, national, or international presence, and several diverse organizational structures, our professionals can help develop meaningful solutions for your business.

Responsibilities:

• Execute Investment Company (ASC 946) Analysis
• Assist companies with accounting/financial matters and financial reporting related to operating as an Investment Company
• Manage multiple concurrent engagements within the Technical Accounting Consulting (TAC) practice to provide technical accounting and financial or business advisory guidance to clients
• Demonstrate intermediate to advanced knowledge of complex accounting concepts
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Assist in the preparation of technical memos and other client deliverables
• Supervise Audit Seniors and Supervisors on engagement teams
• Oversee engagement economics and manage appropriate resources for efficient engagement models
• Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
• Understand RSM’s service lines and work as a team in providing an integrated service delivery
• Develop others within the TAC practice through mentoring, training, and advising on career development or participating in other Firm initiatives
• Understand RSM’s lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth 
• Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
• Ensure professional development through ongoing education 
• Willingness to travel 25% or less of the year, depending on your clients

Required Qualifications:

• BS/BA Degree in Accounting or equivalent degree
• 5+ years of current or recent experience in a public accounting, financial reporting or technical accounting capacity, including experience in Investment Company (ASC 946) accounting and reporting.
• CPA or equivalent certification
• A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagements
• Advanced written and verbal communication skills
• Strong U.S. GAAP technical accounting and SEC reporting foundation with strong knowledge and practical experience within the financial services industry in topics such as revenue recognition, leases, derivatives and hedging, stock-based compensation, CECL, business combinations and financial statement presentation and disclosure.
• A proven record of building profitable, sustainable client relationships
• Minimum of 4 yea