We are looking to add a professional Billing Specialist to our Finance team. The Billing Specialist proactively processes all billing transactions in coordination with their assigned primary billers utilizing the most effective and efficient procedures and systems to facilitate the timely billing for services delivered by the firm in accordance with Firm policies. Responsibilities: Professional billing duties include but are not limited to: Initiate the bi-monthly billing process for assigned primary billers. This includes reviewing and recommending suggested billing amounts based on agreed upon billing arrangements, schedules, statement of work, engagement letters or historical amounts. Processes billing as appropriate. Review aged WIP for assigned primary billers to control outstanding WIP balances and identify billing opportunities. Uphold Firm client folder best practices. Ensuring client and folder data attributes and status are being properly managed. Hold external client servers accountable to bill timely. Escalating to regional billing lead, supervisor, manager, director or regional finance leaders if needed. Build external client server relationships. Get to know the clients they are working on so you can learn to anticipate needs and add value to the billing process. Partner with the external client servers to add significant value and be true business advisors when it comes to all aspects of the billing functions. Recognize that professional billing is an "art". Allow adaptability within a framework, while also promoting firm best practices. Maintain regular, proactive communication with the external client servers or primary billers you support. Additionally, seek feedback on your interactions and performance so that you are continually learning how to better support your "book of business". Assist in analyzing, managing, and meeting functional leaders billing goals. Reporting & Analysis duties may include but are not limited to: Understand net-unbilled concepts in order to make billing recommendations. Understand realization and reserve concepts and impact. Be able to facilitate recommendations that promote the firms best practices. Leverage the firms standardized reporting to assist primary billers in analysis and engagement management. Independently investigates billing issues and processes invoice adjustments to ensure invoice and margin accuracy. Qualifications: Minimum BBA or BCOM Education: Associate degree or equivalent experience required Skills Strong Microsoft Office skills, required. Strong Excel preferred Ability to communicate both verbally and in writing with diverse audiences Detail oriented Prior professional billing experience heavily preferred
Position Summary Are you a Microsoft D365/ AX administrator and/or functional implementer looking for a career change? RSM has an exceptional career opportunity for a D365/ AX risk consultant to join our Risk Advisory Services (RAS) practice, as part of our ERP, Analytics and Continuity Risk team due to the rapid growth we are experiencing. The D365/ AX consultant will be responsible for either performing or supervising D365/ AX related risk services for both the Assurance and Advisory practices of the firm; including sensitive access and segregation of duties assessments, rule design and configuration of D365/ AX tools utilized by RSM, as well as using functional expertise supporting our automated application control audits. Additional responsibilities may include performing risk assessments over D365/ AX implementations, upon completion of the assessments, you may be asked to help educate clients on how to resolve D365/ AX issues. The D365/ AX risk consultant may be expected to manage non- D365/ AX engagements at times across the firm; with other ERP champion SME's. Our consultants provide advice to CEO's, CFO's, CRO's, CIO's, CISO's and Boards of Directors on how to understand and adhere to changing regulatory compliance requirements. Our in-depth industry experience and collaborative approach assures our clients have solutions that help them minimize risk while maximizing opportunities for growth. Specific Duties and Responsibilities: Provide subject matter expertise for RSM's D365/ AX related risk activities; such as D365/ AX security, D365/ AX segregation of duties, D365/ AX business automated controls, D365/ AX implementation risk assessments and D365/ AX Utilize data analytics to perform tests of operating effectiveness and effectively communicate recommendations to clients for improvements related to D365/ AX risk, security, and controls Provide our clients with the power of being understood by delivering solutions that address their specific D365/ AX ERP needs in a meaningful way and with a value driven approachPerform or supervise non- D365/ AX IT risk related engagements such as IT audits, IT risk assessments, segregation of duties assessments, etc. Assist with D365/ AX related business development activities and market research, responding to RFPs, networking via local chapters of IIA, ISACA and other events, as well as attending sales meetings with our prospective clients Knowledge of D365/ AX segregation of duties tools such as Fastpath is a plus Provide on-the-job or internal conference D365/ AX security risk & controls training to the staff Ability to identify and escalate engagement risk issues internally While we manage most of our engagements remotely, flexibility to travel nationally, and overnight depending on client locations might be needed. Preferred Qualifications: Bachelors or masters Degree in business, accounting or related discipline Minimum of 3 -5 years of experience in D365/ AXs Demonstrated knowledge either D365/ AX application security or D365/ AX functional configuration for supporting the implementations of D365/ AX business process requirements. Experience on at least 2 D365/ AX implementations Auditing experience is a plus, but is not a requirement for this position. Candidate must demonstrate a willingness to learn how to perform a risk assessment or audit, and be willing to obtain a CISA (Certified Information Security Auditor) certification in the future Clear & effective communication skills is required Ability to understand what to communicate to difference audiences High organized with the ability to monitor engagement time and expenses Provide client status updates, review deliverables, maintain updates with the engagement consultant timely and communicate client opportunities Provides positive reinforcement and leadership to staff Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments Possess strong business ethics and willingness to adhere to stringent professional standards Ability to put forth additional effort to meet deadlines when necessary
The Pipeline Development Analyst is responsible for enabling revenue growth for the North American Sales organization. This position works closely with national/regional Pipeline Development Specialists, Team Leads, and managers. The role is critically important as it provides important and timely information to support the highly competitive Pipeline Development engine. Essential Duties Develop and deliver data projects upon request submitted by Pipeline Development Specialists, Team Leads, and managers Data projects will consist of: Using external and internal tools to gather and enter relevant data in CRM Identifying additional contacts at companies Researching companies background and technical architecture Monitoring companies for relevant changes Monitoring companies for relevant information releases Enhancing existing dossiers with research Creating and running pipeline reports in Microsoft Dynamics 365 CRM Researching industry and vertical markets EDUCATION/CERTIFICATIONS Bachelor's Degree 2+ years of experience working in a data related capacity, or an equivalent combination of education and experience TECHNICAL/SOFT SKILLS Analytical and problem-solving skills Experience with Microsoft Dynamics 365 CRM Experience creating List Bumps and List Pulls in Dynamics 365 CRM Experience creating and running reports in Microsoft Dynamics 365CRM Experience using Zoom Info to gather and enter relevant data in Microsoft Dynamics 365 CRM Experience using LinkedIn Sales Navigator Proficient in Microsoft Office suite (Word, Excel, PowerPoint) Ability to research, analyze, and interpret information required Ability to work autonomously and be self-motivated required
Manager US Payroll Position Summary: We are seeking a highly experienced and detail-oriented Manager to lead and build out our US Payroll operations and expand our team in India. This role will oversee end-to-end payroll processing, ensure compliance with federal and state regulations, and ensure effective utilization and skill level of team to serve US clients. The ideal candidate will bring a strong understanding of payroll systems, payroll taxation, building high performing teams and supporting profitability. Key Responsibilities: Payroll Management - Oversee the accurate and timely processing of US payroll, including regular, off-cycle, and bonus runs. - Ensure compliance with all federal, state, and local payroll regulations, including IRS and DOL/FLSA requirements. - Oversee payroll schedules, tax filings, W-2 issuance, and year-end reconciliations. - Coordinate with HR and Benefits teams to execute employee data changes, benefits, and deductions. Team Leadership - Lead and mentor a team of payroll specialists - Provide training and development opportunities to ensure team effectiveness and compliance with best practices. - Manage utilization of resources effectively and assess ongoing skills and traits alignment for client and team work. Process Improvement & Compliance - Identify and implement process improvements to enhance payroll accuracy and efficiency. - Stay current with changes in payroll laws and - Liaise with auditors and ensure readiness for internal and external audits. Qualifications: - Bachelors degree in Accounting, Finance, or related field; CPP required - 8-10 years of experience in payroll, with at least 3 years in a managerial role. - Strong knowledge of US payroll regulations, payroll tax compliance - Experience with payroll systems (e.g., ADP, Paychex, Workday) - Excellent analytical, organizational, and communication skills. Preferred Skills: - Experience with Smartsheet, Excel, ServiceNow environments. - Ability to manage multiple priorities in a fast-paced setting.
We are looking for a proactive and experienced Tax Supervisor to lead a team within our U.S. Tax Compliance practice at RSM-USI. As a Tax Supervisor, you will oversee the preparation and review of complex tax returns for S-Corporation, Partnerships, and Individual Clients, ensure compliance with U.S. tax regulations, and drive efficiencies in tax processes. This role requires strong technical expertise, leadership skills, and the ability to manage multiple priorities in a fast-paced environment. You will also be responsible for mentoring junior professionals, coordinating with U.S. counterparts, and contributing to process automation initiatives. Basic Qualifications: Experience: Minimum 4+ years of experience in U.S. tax compliance for S-Corporations (1120S), Partnerships (1065), and Individual Clients (1040). Education: Bachelors or Masters degree in Accounting, Finance, or a related field (B-Com/BBA or M-Com/MBA). Tax Compliance Proficiency: Extensive experience preparing and reviewing complex tax returns and workpapers, including basis calculations, K-1 allocations, Section 199A, and state tax compliance. Software Expertise: Proficiency in GoSystem, CCH Axcess, CaseWare, or other leading tax software. Technical Knowledge: Strong understanding of federal and multi-state tax laws, partner capital accounts, and tax depreciation rules. Leadership & Supervision: Experience in leading, mentoring, and reviewing the work of junior and senior tax associates. Client & Stakeholder Management: Ability to communicate effectively with U.S. engagement teams, ensuring timely and high-quality tax deliverables. Problem-Solving & Analytical Skills: Capability to identify tax planning opportunities and process improvements. Technology & Excel Skills: Strong proficiency in Excel (pivot tables, VLOOKUP, macros) and tax technology tools. Work Schedule Flexibility: Willingness to work U.S. tax season hours and manage multiple priorities in a deadline-driven environment. Preferred Qualifications: CPA, EA, or Masters in Taxation (or actively pursuing certification). Strong exposure to U.S. tax planning and advisory services. Ability to lead training sessions and drive knowledge-sharing initiatives within the team. Strong understanding of IRS regulations, tax notices, and audit support.
Responsibilities Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry- related IFRS or GAAP and GAAS issues Developing and demonstrating an understanding of the RSM audit approach, methodology and tools Performing audit procedures and tests in accordance with the RSM audit methodology based overall audit plan, ensuring proper documentation of work performed. Identifying areas of risk and accounting and auditing issues; discuss with engagement teams to solve issues that arise. Researching technical accounting issues Developing industry expertise Preparing audit reports, and management letters Exercising professional skepticism, judgment and adhere to the code of ethics while on engagements Ensuring that documentation is compliant with quality standards of the firm Working collaboratively as a part of the team and communicate effectively with RSM audit professionals Provide supervision and development training for associates Taking ownership of assigned tasks and deliverables to ensure service excellence through prompt responses to internal and external clients Providing timely , high quality client service that meets or exceeds client expectations including coordinating the development and execution of the audit work plan and client deliverables Ensuring professional development through ongoing education Participating in a range of projects and open to collaborate and work with multiple teams; demonstrating critical thinking, problem solving, initiative and timely completion of work. Required Qualifications Bachelors in Commerce /MBA Qualified Chartered Accountant / ACCA / CPA 2-4 years of relevant experience working in an accounting and audit related field Strong technical skills in accounting including IFRS or GAAP and GAAS Strong multi-tasking and project management skills Excellent verbal and written communication (English) as the position requires frequent communications with RSM International clients and the United States based engagement teams Preferred Qualifications Experience in Investment Funds industry preferred Strong Data Analytical skills including advanced Excel skills (Vlookups, pivot tables, and basic formulas), Word and PowerPoint
Job Synopsis: RSM USI is seeking for a Transaction Advisory Services Senior Associate who will work closely with our onshore and offshore team members to provide financial due diligence of middle-market US clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance. This is an exciting opportunity to join an established, practice that is experiencing exceptional growth. Minimum Entry Requirements Relevant experience from Big 4 or equivalent Transaction Advisory Services practice. Qualification - CA/CPA/MBA finance Approximately 3-5 years of related financial due diligence work experience on buy-side and sell-side transactions. ? Ability to prepare industry-specific and other ad hoc analyses for asset management, insurance and specialty finance industries. Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls. Understanding of financial statements, financial ratio analysis, U.S. GAAP accounting standards, financial concepts, etc. Advanced Excel skills (vlookups, pivot tables, and advanced formulas), Word and PowerPoint skills. Strong analytical skills, including operational and financial analysis, benchmarking, and trend analysis .Excellent verbal and written communication skills Position Responsibilities:- Prioritize data gathered from financial reports into Excel workbook analyses that provides valuable guidance to the U.S. based engagement team on specific reviews of company financials in the fast-paced world of mergers and acquisitions Prepare and update document request lists and management meeting agendas Participate in management meetings with the Target Company and discussions with the Client Assist in preparing Quality of Earnings adjustments, Net Working Capital analyses, identifying Debt-like Items, key Points of Interest for consideration in the Report, etc. Review and tie out final client reports to ensure data accuracy of reported numbers. Remotely work and coordinate with RSM consulting professionals, supervisors, and senior management in the U.S. on a daily basis, including some early morning and late evening conference calls. Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-upskills Demonstrates proficient knowledge of the technology tools (e.g., advanced Excel, data analytics tools like Alteryx, etc.) required within assigned responsibilities. Key Skills to Accelerate Career: Strong skills in critical thinking, problem identification, resolution and process improvement. Evaluated as an exceptional performer in current position Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm Demonstrates willingness to invest time in communication with U.S. based teams Ability to be a self-starter and to be confident when interacting with team members, clients and asking questions Able to work within tight deadlines and take responsibility for getting the job done in a timely manner Preferred industry experience in one or more of the following: manufacturing, distribution, consumer products, business services, healthcare, financial services.
eCommerce Architect Shopify Plus / Shopify Enterprise / Shopify Commerce Components Position Description We are seeking a talented Shopify Technical Lead who is looking for an opportunity to showcase their talent in an environment that encourages creativity and innovation. Your focus will be growing the eCommerce practice at RSM with emphasis on the Shopify ecosystem, help to define the delivery methodology, and have direct impact on the Firm and client success. Show us your talent by sending a link to your portfolio or examples of recent work. Responsibilities: Lead and grow the team, supporting hiring of talented technical resources, while partnering with the practice leadership on business objectives Engage with the team to define the solution using Shopifys technology ecosystem, and other relevant tools and integrations Provide accurate estimates, timelines, and budget for new and existing implementations Lead project teams to understand and find creative solutions to clients requirements Design and build cutting-edge websites and web-based applications Basic Qualifications: Bachelors degree in Computer Science or related field (or equivalent work experience) required Must have 5+ years of professional experience in web application design and development Experience working in an Architect or project lead role on multiple Shopify Plus implementations Experience and interest in React, TypeScript, HTML, CSS, other modern JavaScript frameworks and libraries Experience in developing solutions to solve complex business needs Exhibits a sense of urgency when dealing with break fix issues that directly impact end user utilization Able to efficiently and effectively manage problem solving activities either in a team format or individually; must be able to communicate with diverse groups of users and developers Exceptional attention to detail and knowledge of coding/application design best practices Excellent client skills and customer relationship management skills Solid understanding of business and information technology processes Strong verbal and written communication skills, with an ability to express complex technical concepts in business terms Preferred Qualifications: Developed complex enterprise Shopify solutions, including apps, extensions Experience working on modern eCommerce platforms other than Shopify Plus Experience with web-based extensions and scripting techniques - JavaScript experience preferred Experience with React, Angular, Node.JS, Backbone.JS, Bootstrap, HTML/HTML5, SASS, and GitHub preferred Familiarity with Responsive Web Design and Mobile application development is a plus Proficiency in Adobe Creative Suite / Figma
Responsibilities: Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry- related IFRS or GAAP and GAAS issues Developing and demonstrating an understanding of the RSM audit approach, methodology and tools Performing audit procedures and tests in accordance with the RSM audit methodology based overall audit plan, ensuring proper documentation of work performed. Identifying areas of risk and accounting and auditing issues; discuss with engagement teams to solve issues that arise. Researching technical accounting issues Developing industry expertise Preparing audit reports, and management letters Exercising professional skepticism, judgment and adhere to the code of ethics while on engagements Ensuring that documentation is compliant with quality standards of the firm Working collaboratively as a part of the team and communicate effectively with RSM audit professionals Provide supervision and development training for associates Taking ownership of assigned tasks and deliverables to ensure service excellence through prompt responses to internal and external clients Providing timely , high quality client service that meets or exceeds client expectations including coordinating the development and execution of the audit work plan and client deliverables Ensuring professional development through ongoing education Participating in a range of projects and open to collaborate and work with multiple teams; demonstrating critical thinking, problem solving, initiative and timely completion of work. Required Qualifications: Bachelors in Commerce /MBA Qualified CA/ ACCA/ Licensed CPA. 2-4 years of relevant experience working in an accounting and audit related field specifically NFP industry. Strong technical skills in accounting including IFRS or GAAP and GAAS Strong Data Analytical skills including advanced Excel skills ( Vlookups , pivot tables, and basic formulas), Word and PowerPoint Strong multi-tasking and project management skills Excellent verbal and written communication (English) as the position requires frequent communications with RSM International clients and the United States based engagement teams
As an International Tax Senior Manager, you will be responsible for the following job duties which are focus around three core concepts - Technical & Quality Expertise, People & Talent Management and Client Service/Business Development: Serve as a senior manager, mentor or coach the team, which will include providing honest and timely performance feedback - approximately 10 - 20% of your time Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm Advise clients on a full spectrum of International Tax services including planning, research, compliance, general mergers and acquisitions activities and transfer pricing Reviewing US international information reporting forms Reviewing quantitative analysis and projects of international tax professionals Working with RSM member firms around the world Assist with new business development, extended service and tax issue recognition for existing clients Manage corporate international client needs with respect to tax services and federal and state tax compliance Remain up-to-date on current tax practices and changes in tax law Other duties as assigned Basic Qualifications: Bachelors degree in accounting required Minimum 12 years of experience in Public Accounting with a focus in International Tax Enrolled Agent EA or CPA Certification Mandatory Comprehensive understanding of tax law/rules and implications Experience with International Tax compliance including, but not limited to forms 5471, 5472, 8865, 8858 and 1118 Strong technical skills in accounting, tax preparation and review within the international taxation environment Strong verbal and written communication skills Preferred Qualifications: Must have a working knowledge of inbound and outbound structure planning, foreign tax credits, worldwide tax minimization planning, transfer pricing analysis, and ASC 740 Ability to handle multiple tasks simultaneously Experience with a national or large regional accounting firm
Risk Consulting helps clients across various industries by addressing the increasingly complex strategic, operational, compliance, and governance challenges faced by those responsible for managing or overseeing dynamic businesses. Risk Cons ulting major offerings includes AML & Regulatory Compliance ; ERP Advisory; Automation and Analytics ; Enterprise Risk Management ; Internal Audit; SOX Advisory ; Contract Compliance; Credit Reviews; Information & Technology Audit s ; Cybersecurity risk management ; Third-party risk management ; IT due diligence ; SOC1 / SOC2; Security and Privacy Risk; Governance Risk and Compliance; PCI; Cyber Transformation; Manage Security Services ; Secure Architecture Solutions ; Cyber Testing; Digital Forensics and Incident Response ; and Cyber Threat Intelligence . ERP, Automation and Continuity Risk (EACR) team helps clients to implement automation and analytics solutions across various industries in areas of Risk Consulting. The candidate should be able to d esign, develop, and test automation workflows. Deploy RPA components including bots, maintain source code repositories and monitor bot performance . Support the launch and implementation of end to end RPA solutions. He should also be able to c reate process and end-user documentation. Should be familiar with Automation Anywhere/ Uipath /Power Apps tools. Qualification and Minimum Entry Requirements B.Tech / MBA (Consulting or Analytics) - From a leading university. 2- 5 years of post-qualification experience in leading firms . Candidate should have knowledge about latest tools and technologies including AI, ML, RPA and Analytics and should be an ardent learner. Strong analytical skills to interpret the data and engagement requirements. Excellent verbal, written , interpersonal communication (English) as the position requires frequent communications with RSM International clients Position Responsibilities The Senior Associate will be an integral team member of the EACR practice. He should also be able to work in analytics projects with tools and technologies like Alteryx, R and Python. Good to have knowledge about visualization tools like Tableau and PowerBI . Develop an understanding of the RSM US Risk Consulting service offerings, methodologies, and tools Provide guidance with process design. Design, develop , and test automation workflows in Automation Anywhere / Uipath / Power Apps. Good to have knowledge about Alteryx, Tableau and Power BI. Deploy RPA components and manage different environments Support the launch and implementation of RPA solutions. Create process and end-user documentation. Assure the quality of the automation (QA processes). Work with?Business Analysts, Scrum Masters, QA Analysts, Product Owners, and other cross-functional resources to define and deliver business impacting projects. Work directly with stakeholders to capture business requirements and translate them into technical approaches and designs that can be implemented. Collaborate with development team members to ensure proper implementation and integration of the solutions. Support deployments or troubleshoot production issues outside of work hours and participate in an on-call rotation as-needed. Maintain current knowledge of relevant technologies and business processes. Key Skills to Accelerate Career Maintains a high degree of quality and client relationship on multiple clients at the same time Positively engages, motivates and influences team members Identifies client needs/requirements and initiates discussion to expand services through a solid understanding of the firms service capabilities and offerings Subscribes to and actively read industry publications and share relevant information with clients as considered applicable
Position Summary: We are seeking a highly experienced and detail-oriented Supervisor US Payroll to diligently lead team members for our US Payroll operations. This role will oversee end-to-end payroll processing, ensure compliance with federal and state regulations, interact with the necessary workgroups to ensure a smooth payroll, and handle employee inquires related to payroll. . The ideal candidate will bring a strong understanding of payroll systems, payroll taxation, best practices , and team leadership. Key Responsibilities: Oversee and assist with the accurate and timely processing of US payroll, including regular, off-cycle, and bonus runs. Ensure compliance with all federal, state, and local payroll regulations, including IRS and DOL/FLSA requirements. Oversee and support payroll schedules, tax filings, W-2 issuance, and year-end reconciliations. Coordinate with HR and Benefits teams to execute employee data changes, benefits, and deductions. Support payroll audits and provide documentation for internal and external stakeholders. Lead and mentor a team of payroll specialists Provide training and development opportunities to ensure team effectiveness and compliance with best practices. Identify and implement process improvements to enhance payroll accuracy and efficiency. Stay current with changes in payroll laws Qualifications: Bachelors degree in Accounting, Finance, or related field; FPC or CPP required 57 years of experience in payroll, with at least 2 years in a supervisory role. Strong knowledge of US payroll regulations, tax compliance, and payroll best practices. Experience with payroll systems (e.g., ADP, Paychex, Workday) Excellent analytical, organizational, and communication skills. Preferred Skills: Experience with Smartsheet, Excel, ServiceNow Ability to manage multiple priorities in a fast-paced setting. Familiarity with quarter end and year end payroll and payroll tax analysis Client facing experience and executive presence, experience navigating client disagreements and service recovery Work Timings US shift, 8-5 EST/EDT
Responsibilities Plan and coordinate various phases of the support service, such as staff requirements, applying client engagement teamwork plans, monitoring of hours and skills assessment Coordinate and participate in monitoring and review of quality control related to service delivery. Maintain relationships with abroad teams to provide excellent client service throughout the year through supervision of RDC staffassisting with review of work product, ensuring staff are performing proper self-review,providing guidance on testing,monitoring and reporting of productivity and adherence to work plan schedules on each assignment Maintain high technical and professional standards Promote and uphold firm policies and procedures Develop, motivate, and train staff level team members, advise on career development Participate in design and delivery of training programs to continually develop and expand knowledge and expertise through learning opportunities Proactively anticipates and address concerns and escalate issues as they arise Maintain own professional development through ongoing education/development opportunities Participate in a range of projects and open to collaborate and work with multiple teams; demonstrating critical thinking, problem solving, initiative and timely completion of work. Actively seek opportunities to expand services to US business teams Required Qualifications Bachelors in Commerce/MBA Qualified Chartered Accountant / ACCA / Licensed CPA 5+ years of relevant experience working in an accounting and audit related field. Previous Big 4 experience preferred Excellent technical skills in accounting including GAAP and GAAS and IFRS Highly developed problem solving and analytical skills Relevant experience in providing effective management oversight of staff Ability to cultivate and maintain positive, productive and professional relationships Ability to influence and communicate with stakeholders at all levels Excellent verbal and written communication (English) as the position requires frequent communications with RSM client engagement teams Preferred Qualifications Experience in Private Equity industry preferred Strong Data Analytical skills including advanced Excel skills (Vlookups, pivot tables, and basic formulas), Word and PowerPoint
Job Summary: We are seeking a skilled and motivated Workday Developer with 3+ years of experience and a strong background in Workday Studio, Core Connectors, EIBs, and web service APIs. The ideal candidate will be responsible for designing, building, and reviewing Workday integrations in collaboration with Workday Functional Leads and business SMEs. This role is critical in delivering scalable, secure, and efficient solutions aligned with evolving business needs. Key Responsibilities: Understand business and functional requirements; design, build, test, and deploy Workday integrations using Studio, EIB, Core Connectors, and Workday APIs. Analyze and translate functional specifications and change requests into detailed technical specifications. Develop and maintain calculated fields, condition rules, business processes, custom reports, and security configurations. Collaborate with functional leads and stakeholders to deliver end-to-end technical solutions. Troubleshoot integration issues, perform root cause analysis, and provide ongoing production support. Document system design, integration maps, deployment strategies, and change logs. Assess the impact of Workday updates on existing integrations and configurations. Support data migrations, audits, and compliance reporting activities. Review and validate reports to ensure accuracy, security, and data privacy compliance. Train end-users on Workday reporting tools and available dashboards. Adhere to established standards, documentation protocols, and change management processes. Ensure compliance with Workday security and governance policies in all development activities. Required Qualifications and Experience: Bachelors degree in Computer Science, Information Systems, MIS, or a related field (preferred). 3+ years of hands-on Workday integration development experience. Proficiency in Workday Studio, EIB, Core Connectors, Web Services (SOAP/REST), and XSLT. Strong understanding of Workday HCM modules such as Payroll, Benefits, Time Tracking, and Compensation. Experience with Workday Report Writer and Calculated Fields. Proficient in XML, XSLT, JSON, and data transformation technologies. Ability to interpret business needs into technical solutions. Strong analytical and problem-solving skills with the ability to thrive in a fast-paced environment. Preferred Qualifications: Workday Integration Certification (Studio or Core Connectors). Experience working in Agile or Scrum-based development environments. Exposure to Workday Prism, Extend, or People Experience. Knowledge of HR business processes and compliance standards such as SOX and GDPR. Technical / Soft Skills: Quick learner with a strong aptitude for mastering report writing tools Familiarity with finance-related reporting Proficiency in Microsoft Office tools (Word, Excel, PowerPoint) Ability to consolidate data from multiple sources into comprehensive reports Strong problem-solving, troubleshooting, and analytical abilities Self-motivated with the ability to prioritize and execute tasks independently Demonstrated ability to meet deadlines and manage multiple priorities Excellent communication, presentation, and stakeholder management skills Work Environment: Hybrid work setup with 34 days required in the office each week Collaborative culture with continuous professional development and learning opportunities
As a part of RSMs growing Technology Risk Consulting, you will have the opportunity to develop into a seasoned consultant through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In the Technology Risk Consulting Practice, our consultants help our clients with design and optimization of controls utilizing a general knowledge of business processes, accounting, and information technologies by identifying and prioritizing risk and transform their technology risk management and assurance capabilities to be aligned to the key risks and strategies of their organization. Qualification and Minimum Entry Requirements Chartered Accountant with relevant 3 to 5 years experience in SSAE 18, SOC reports, IT General Controls and IT Application Controls. Candidate should have basic to intermediate knowledge of financials, operations and technology and its related risks Candidate should have basic knowledge for SOC 1, SOC 2, IT General Controls, and IT Application Controls Qualified to pursue a job-relevant certification (CIA, CISA) Strong Data Analytical skills including advanced Excel skills (VLOOKUPs, pivot tables, and basic formulas), Word and PowerPoint MS Visio skills to develop process and data flow diagrams Strong multi-tasking and project management skills Excellent verbal and written communication (English) as the position requires frequent communications with RSM International clients Key Responsibilities Develop an understanding of the RSM Technology Risk Consulting approach, methodology and tools Develop an understanding of the industry leading frameworks and methodologies for Sarbanes-Oxley, COSO, COBIT Demonstrate understanding of business processes, internal control risk management, IT controls, and related regulatory and compliance standards Perform technology risk assessments and reviewing, documenting, evaluating controls design and operating effectiveness, IT internal audit consulting activities (internal audits over ERP systems, IT security, and other IT systems), perform external audit assurance activities, and perform service organization control services activities related to SSAE18 SOC 1 and SOC 2 reporting services Performing risk analysis by reviewing the information security policy documents against industry standards/ regulatory requirements and drafting risk reports, which summarize the information security assessment including any risks to the organization Execute components of IT audits under offshore delivery model in an effective and efficient manner Use problem solving and critical thinking skills to quickly identify internal control deficiencies, evaluate their risk implications, and draw the appropriate conclusions to best advise our clients Exercise professional skepticism, judgment and adhere to the code of ethics while on engagements Ensure that documentation is compliant with quality standards of the firm Work collaboratively as a part of the team and communicate effectively with RSM consulting professionals, supervisors, and senior management in the U.S. on a daily basis Manage multiple concurrent engagements and ensure service excellence through prompt responses to internal and external clients 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 Understand RSM US and RSM Delivery Center's LOBs and work as a team in providing an integrated service delivery Ensure professional development through ongoing education Open to work on other solution sets considering business requirements
RSMs dedicated Family Office Enterprise (FOE) practice helps define and sustain a familys vision across their family office, operating business and investment structures. We seek to understand the goals of ultra-high net worth families with our customized and integrated cross-Line of Business services, technology and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcing? Our community of professionals focuses on your success. ?? As part of the team, you will have the following to support you in your professional journey:? Exposure to strategic tax planning, business advisory and compliance work? A customized well-defined career path to match your professional goals? Access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth? As a Tax Senior Associate , you will be responsible for the following, focused on your technical expertise and ability to work on a collaborative team to deliver excellent client service. You will have an opportunity to work across various client types (family office, business owners, ultra-high net worth individuals and families) to gain experience in the following areas:? Individual tax planning and compliance? Entity tax planning and compliance?? Trust / Estate / Gift tax planning and compliance? You will continue to develop your technical expertise , build long-lasting client relationships and gain experience by working on a high-performing collaborative team dedicated to solving complex business and family issues while providing excellent client service. ? As part of our commitment to elevate our talent experience, preparation of our client s tax filings utilize cutting edge technology that help expedite and elevate your role to issue spotting and advisory. ? As a Tax Senior Associate, your responsibilities are focused around the following:? Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting? Review of work to ensure high quality results? Delegate work to team members while providing coaching to develop others? Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service? Review clients current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure? Basic Qualifications: ?? ? Bachelors degree in accounting or business-related field? 2-4 years of experience within Family Office, HNWI, or passthrough entities? Strong communication skills (written and verbal) with the ability to work as part of a collaborative team? Excellent client relations and interpersonal skills and able to work?closely with clients to answer questions or to collect necessary information for client service engagements? Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks? Ability to complete tax planning and research tasks? Solid technical skills in accounting, tax compliance and research, tax compliance review experience is a plus?
JOB SUMMARY The CATT Software Engineer works with Product Owners, Business Analysts, and Senior Developers to design, development, deploy and perform ongoing maintenance activities for our custom-developed software that is used by internal RSM partners and staff as well as external clients to drive long-term scalability and sustainability of the business for a competitive advantage. To execute their area of responsibility, this role collaborates with staff, product teams, IT, other functional areas within the broader RSM firm, and field offices to ensure we achieve the vision cohesively and effectively. The ideal candidate will have a proven track record of success leading high-performance teams, strong data analytics capabilities, a continuous improvement mindset, and a deep passion for the digital transformational journey. ESSENTIAL DUTIES Works with Product Owners, Business Analysts, Developers, and Senior Developers to understand requirements. Delivers code assignments based on technical specification documents. Seeks direction from more senior developers. Self-disciplined to work in a virtual, agile, globally sourced team. Produces clean, secure, efficient, and well documented code based on specifications and direction of Senior Developers. Contributes to application integrations where directed. Collaborates with DevOps and senior developers to verify, package, and deploy code. Troubleshoots, debugs, and delivers code fixes for defects. Creates technical documentation for assigned deliverables. Participates and champions all agile/scrum ceremonies (or adherence to Kanban principles). EDUCATION / CERTIFICATION REQUIREMENTS Bachelor's Degree (preference given to Business or Technology or Accounting major). Certified AZ- 204: Developing Solutions for Microsoft Azure or equivalent experience. Certificated AZ-900: Microsoft Azure Fundamentals or equivalent experience. JOB REQUIREMENTS 1-3 years experience on a software delivery team and developing solutions (required). Minimum 1 year experience in software development, with a focus on using React-JS.NetCore platforms that are integrated utilizing APIs, and deployed in Azure Cloud (required). Results driven; high integrity; ability to build relationships; communications skills; understand complex decisions and proactively seeks input from Senior Developers (required). Understanding of Software Development Life Cycle (required); Secure Software Development Life Cycle (preferred). Understanding of Agile development methodologies (required). Self-disciplined to work in a virtual, agile, globally sourced team (required). Prior public accounting experience with mid to large size firm(s) or other professional services experience (preferred). SUCCESSFUL CHARACTERISTICS / SKILLS Creative, out-of-the-box thinker and problem-solving tendencies to assess, analyze, troubleshoot, and resolve issues. Analytical skills, attention to detail, and ability to present recommendations to technical teams based on trends, patterns, and modern best practices. Passion for technology and providing exceptional experiences both internally for our employees and externally for clients and prospects. Bias to action, and willingness to learn and grow. Ability to deliver value consistently by delivering on-time and seeking assistance when a blocker is encountered.
The National Office of Risk Management (NORM) supports the implementation of programs, policies, and practices to manage RSM (or Firm) US risk. The RSM InTrust Operations (Ops) Team Senior 1 reports to the Manager 1 and assists with managing risk to the firm regarding independence requirements of regulatory bodies including the Securities Exchange Commission, Public Company Accounting Oversight Board and the American Institute of Certified Public Accountants. They will manage the intake and analysis of the relevant submissions and the review process prior to system update, including hosting phone and video calls with engagement teams to clarify updates. During off-peak periods, the Senior may directly make updates and be responsible for creating training materials, job aides and other resources to assist the team in its day-to-day activities. As a subject matter expert on the independence affiliate rules, they will also coach stakeholders on the affiliate rules. Essential Duties Maintenance of the relationships and data in RSM InTrust, the Firms independence system of record Coaching Client Engagement teams, and other stakeholders on the independence affiliate rules Identifying opportunities for, and proposing and implementing, process improvements. Monitoring their workload and ensuring assignments are timely actioned EDUCATION/CERTIFICATIONS Bachelors degree in Accounting (preferred) or other business degree TECHNICAL/SOFT SKILLS Comprehending rules, regulations, policies, and procedures (required) Facilitating coaching of stakeholders of all levels on complex regulatory matters Awareness of different independence rulesets, including SEC, PCAOB and AICPA (required) Awareness of interrelated policies, processes, and personnel (preferred) Communicating information clearly and concisely, in writing to diverse audiences across the firm and to outside professional contacts (required) Developing conflict resolution skills (required) Proficient in use of Microsoft Office products including familiarity with SharePoint as a document repository (required) Learning to identify and recommend process improvement and efficiency (required) Learning to develop and maintain applicable professional and internal contacts, resources and networks (preferred) Ability to maintain confidentiality and discretion (required) Collaborating with stakeholders via written word and phone and video discussions in English. EXPERIENCE 2+ years experience in public accounting (required), preferably with some exposure to independence considerations in professional practice. Coaching and monitoring a team in a highly standardized, process driven, environment. Familiarity with an accounting firms entity management system (required) preferably at a Big Four accounting firm (preferred) LEADERSHIP SKILLS Coaching and monitoring a team in a highly standardized environment. Monitoring team activities and proactively identifying and remediating challenges Location-Kolkata,Gurugram,Bengaluru,Hyderabad
Responsibilities: Provide detail review and analysis of complex Private Equity & Hedge Fund partnership tax returns Work on multiple complex issues while communicating in a non-technical matter to facilitate communication between the client and the service team, all while managing risk for both the client and the firm Interact directly with clients handling questions, planning, concerns, etc. Develop, motivate, and train staff level and intern team members Performing, documenting, and summarizing research and conclusions regarding specific tax issues Remain up-to-date on current tax practices and changes in tax law Required Qualifications: Bachelors Degree in Commerce, Accounting or related field 4-5 years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm Must be eligible to sit for the CPA exam, CA, EA. Prior tax compliance & consulting experience serving Asset Management clients Working knowledge of tax code and technical aspects of tax preparation and compliance Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements Preferred Qualifications: Masters of Accounting, Masters of Taxation or MBA preferred Active CPA, EA, CA. Proven track record managing client engagements from start-to-end
Financial Consulting Senior Associate - Finance as a Service - Payroll Services Senior Associate US Payroll Position Summary: We are seeking a highly experienced and detail-oriented Senior Associate US Payroll to diligently execute our US Payroll operations. This role will handle end-to-end payroll processing, ensure compliance with federal and state regulations, interact with the necessary workgroups to ensure a smooth payroll, and handle employee inquires related to payroll. The ideal candidate will bring a strong understanding of payroll systems and payroll taxation. Key Responsibilities: Assist in the accurate and timely processing of US payroll, including regular, off-cycle, and bonus runs. Ensure compliance with all federal, state, and local payroll regulations, including IRS and DOL/FLSA requirements. Support payroll schedules, tax filings, W-2 issuance, and year-end reconciliations. Coordinate with HR and Benefits teams to execute employee data changes, benefits, and deductions. reports. Participate in training and development opportunities to ensure effectiveness and compliance with best practices. Identify and suggest process improvements to enhance payroll accuracy and efficiency. Stay current with changes in payroll laws Qualifications: Bachelors degree in Accounting, Finance, or related field; FPC or CPP preferred 3-5 years of experience in payroll Strong knowledge of US payroll regulations, payroll tax compliance and payroll best practices. Experience with payroll systems (e.g., ADP, Paychex, Workday) Excellent analytical, organizational, and communication skills. Ability to manage project budgets and report on trends and assessments Preferred Skills: Experience with Smartsheet, Excel, ServiceNow Familiarity with quarter end and year end payroll and payroll tax analysis Ability to manage multiple priorities in a fast-paced setting. Client facing experience and executive presence Work Timings US shift, 8-5 EST/EDT
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