Assurance Supervisor - Private Client Services
$67.5k - $116.1k per yearRSM Canada
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.
RSM is looking for a Supervisor to join our Private Client Services team. You will have the opportunity to work as a team member on diverse client engagements as part of our national practice. Our clients include local, national and internationally recognized companies. RSM's assurance professionals helping companies improve their performance through the most challenging business cycles.
Job Responsibilities
- Lead the team through the entire process, preparing all necessary financial statements and related disclosures and reportable conditions letters, with an eye on quality, thoroughness and accuracy
- Provide timely, high quality client service that meets or exceeds client expectations including coordinating of audits, review engagements and compilations of financial statements, related disclosures, and other client deliverables (including corporate income tax, personal income tax and trust income tax).
- Develop an understanding of the client's business and needs
- Understand and utilize RSM's review, compilation, and audit methodology
- Collaborate with the engagement manager/senior manager on engagement approach and execute on the plan using a risk-based approach
- Recognize industry-specific and general accounting and auditing issues
- Provide insightful feedback on financial statements and prepare other client deliverables such as board communications, deficiency letters, management letters, etc.
- Supervise associates and seniors on engagement teams and function as an in-charge, monitoring and reporting regarding productivity and adherence to work plan and budget
- Anticipate and address client concerns and elevate issues as they arise
- Interact with clients to help ensure the information flow from client to audit team and vice versa is efficient
- Identify and communicate significant accounting and auditing matters to manager/senior manager and partner on engagement
- Identify performance improvement opportunities for team members
- Understand client and industry issues, and recognize opportunities for RSM to assist the client in increasing level and types of services
- Manage time appropriately across multiple projects
- Keep abreast of industry developments by reading trade publications and other relevant thought leadership
- Ensure professional development through ongoing education
- Willingness to travel 25% of the year, depending on your clients
Minimum Qualifications
- Bachelor's degree in Accounting or other discipline from an accredited University.
- Active CPA license or demonstrated progress toward CPA licensure in province of residence.
- 4+ years of recent assurance experience within a public accounting environment.
- Strong working knowledge of GAAP, CASs or other relevant regulatory requirements, with the ability to apply relevant accounting and auditing standards.
- Understanding of compilation, review, audit, and tax services.
- Experience leading portions of audit engagements from planning through completion, including reviewing workpapers, and managing workflow across multiple engagements.
- Demonstrated ability to lead and develop staff, including coaching team members, reviewing work, and providing performance feedback.
- Proven ability to manage client communication and expectations, including escalating issues and supporting resolution throughout the engagement cycle.
- Experience overseeing substantive testing, analytical procedures, and control testing, including documentation and evaluation of results.
- Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means.
- Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in accordance with performance expectations, firm, and client standards.
- Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment.
- Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs.
- Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at View phone number on apply.j-vers.com or send us an email at View email address on apply.j-vers.com.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $67,500 - $116,100
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
#J-18808-Ljbffr$60k - $85k per year
...Canadas largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract... ...client. We are looking a Private Client Service Associate for an...Private clientFull timeInternshipWork at officeRemote workFlexible hours$52.7k - $74.4k per year
...Job Description: TD Wealth, Private Wealth Management provides high... ...worth & ultra-high-net worth clients with holistic discovery and planning... ...This role is responsible for servicing the needs of High Net Worth (... ..., the Private Banking Client Service Associate will provide...Private clientFull timeWork from home$57.2k - $68.25k per year
...leading provider of professional services to the middle market globally,... ...of change, empowering our clients and people to realize their full... ..., estates, trusts and private foundations Developing strong... ...awareness of differing levels of assurance as it relates to tax positions...Private clientWork at officeLocal area- ...sont animées par la volonté d’aider nos clients à faire de leurs projets une réalité, et... ...Grâce à une offre unique de produits et de services et à des formats complémentaires allant des... ...employé(e)s Des avantages sociaux : assurances (certaines conditions s’appliquent), révision...Suggested
$36k - $42.4k per year
...Clair Avenue West Job Family Group: Wealth Sales & Service About BMO Nesbitt Burns & BMO Private Wealth BMO Nesbitt Burns has been a cornerstone of... ...dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise,...SuggestedLong term contractContract workPart time$89.34k - $132.88k per year
...Implementation – Capital Works Delivery (CWD), the supervisor is responsible for supervising and... ...programs, including new water and sewer services for industrial, commercial, and... ...developers, and other internal and external clients and stakeholders. Must possess and maintain...Permanent employmentFull timeContract workFor contractorsInternshipWork at officeMonday to fridayShift work$19.4 per hour
...site environment ~ Noisy Work setting On-site customer service Fast food outlet or concession Restaurant Responsibilities... ...periods Attention to detail Personal suitability Client focus Efficient interpersonal skills Excellent oral communication...Permanent employmentFull timeRemote work$89.34k - $132.88k per year
...Maintenance Division & Section: Fleet Services, Fleet Svcs Maintenance Operations Work... ...to a garage, the Fleet Maintenance Supervisor manages an efficient garage operation with... ...documentation/vendor management, as well as, support client and Fleet Procurement in future vehicle...RemplacementPermanent employmentFull timeContract workInternshipMonday to fridayFlexible hoursShift workAfternoon shift$89.34k - $132.88k per year
...Category: Community & Social Services Division & Section: Social... ...Human Services Integration, the Supervisor, Human Services Integration... ...of quality integrated client services. Implements detailed... ...service delivery and quality assurance standards. Supervises staff...Permanent employmentFull timeInternshipWork at officeMonday to fridayFlexible hoursShift work- ...great people come together to help our clients, colleagues, and communities thrive.... ...the country, delivering trusted assurance, tax, and advisory services centered on strong relationships, practical... ...us as our next Partner, Assurance, Privately Held Business Group. You are not...InternshipPrivate practiceWork at officeLocal areaNight shift
- ...sont animées par la volonté d’aider nos clients à faire de leurs projets une réalité, et... ...Grâce à une offre unique de produits et de services et à des formats complémentaires allant des... ...employé(e)s - Des avantages sociaux : assurances (certaines conditions s’appliquent), révision...Permanent employment
$43.3k - $56.7k per year
...more specific details for this role. Job Description: TD Private Wealth Management takes a sophisticated and holistic goals... ...protection to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to...Private clientWork from home- ...managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge... ...collaborative environment NOC 64400 We're looking for our next Client Services Specialist. Could It Be You? The Client Services Specialist...Full timeWork at officeRemote workMonday to fridayShift workRotating shiftAfternoon shift3 days per weekEarly shift
- ...passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so... ...a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As...Full timeBank staffFlexible hoursAfternoon shift
$55k per year
...The Opportunity Our client is a global technology-enabled research organization that connects leading consulting and investment firms... ...the company is investing in its product, technology, and Client Services teams to support its next stage of growth. That’s where you come...Full timeInternshipWork at office$29.38 - $30.29 per hour
...Registration & Information Desk Reports to: Manager, Health Record Services Hours: Variable Salary Range: $29.38 to $30.29 per hour Status: Casual Closing Date: November 12, 2026 Client Service Representative I practices in accordance with relevant legislation...Hourly payRemplacementCasual workInternshipWork at officeFlexible hoursRotating shift- ...Company Description The Client Services Team serves as the operational backbone of Sales, providing the key link between Sales, Clients, Finance, Legal, Operations and external partners. It ensures the effective delivery of client-related activities, from contract administration...Long term contractFull timeContract workWork at office
$89.34k - $132.88k per year
...Real Estate Division & Section: Seniors Services & Long Term Care, LTC Management Services... ...the Manager, Facilities Management, the Supervisor, Facility & Mechanical Services directly... ...cost-effective service and a high level of client satisfaction. Leads continuous...RemplacementLong term contractPermanent employmentFull timeTemporary workFor contractorsFixed term contractInternshipWork at officeLocal areaMonday to fridayFlexible hoursShift workAfternoon shift- ...Job Description Patient Services Supervisors are responsible for a variety of specialized duties related to the receipt, interpretation, and follow-through of patient diet orders in hospital and long-term care settings. Acts as a liaison between the patient, the Food...Hourly payLong term contract
$92.9k - $142.9k per year
...The Manager, AdminAdvantage Client Services, is responsible for leading a team of Client and Account Specialists delivering the end-to-end AdminAdvantage experience for Manulife’s plan sponsors. This role provides leadership, direction, and oversight to ensure seamless execution...Long term contractTemporary workWork at officeLocal areaFlexible hours$52.7k - $74.4k per year
...Description: KEY ACCOUNTABILITIES CUSTOMER Respond to FP/client inquiries promptly and accurately; proactively providing options... ...compliance to internal / external requirements and the achievement of service level standards and productivity targets Resolve escalated...Seasonal workWork from home- ...Are you an experienced and passionate customer services professional? Do you enjoy supporting users and providing an excellent service experience... ...skills. We are looking for people who thrive on working with clients, take ownership of diverse tasks, and pride themselves on...Permanent employmentFull timeWork at office
$112.01k - $149.34k per year
...meilleurs grâce au commerce. Poste : Gestionnaire, Équipe des services au client Type d’emploi : Affectation permanente Détails de la... ...services, tout en contribuant à transformer la façon dont EDC assure la vente et le traitement des demandes. Elle devra concilier l...Daily paidPermanent employmentFull timeSummer workWork at office$18 - $19.5 per hour
...Full-Time Client Services Coordinator Wanted Want to add rockstar to your job title? Searching for more meaning in your career? Look no further! We know why you want to work in education, and we offer the opportunity to reach every single family who comes through our door...Full timePart timeLocal areaRelocation packageShift workAfternoon shift- ...actions such as hiring and promotions. Perform scheduled maintenance service. Perform diagnostic tests. Inspect to ensure that safe working... ...equipment: Steel-toed safety boots. Tools. Personal suitability: Client focus. Efficient interpersonal skills. Flexibility. Judgement....Hourly payPermanent employmentImmediate start
$39 per hour
Education: Expérience: Education Bachelor's degree Tasks Prepare production and other reports Recommend measures to improve productivity Resolve work problems, provide technical advice and recommend measures to improve productivity and product quality ...Permanent employmentWeekend workDay shiftAfternoon shift$52.7k - $74.4k per year
...Prepare documentation and provide updates to IA(s) in preparation for client meetings Create reports for analysis of client accounts... ...documentation and marketing materials Provide a high level of Client service which includes responding to client requests via phone and email...Full timeWork from home- ...and how we use AI in our recruiting process here . As a Lead Client Partner at Pinterest, you will lead strategic partnerships with some of Pinterest Canada’s largest and most complex Financial Services clients across banking and insurance. Partnering closely with a Client...Work at officeLocal areaRelocationRelocation package2 days per week
$79.1k - $111.7k per year
...more specific details for this role. Job Description: Welcome to Private Client Advice! Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our client's efforts to build their prized assets,...Private clientFull timeWork from home$40k - $55k per year
...The Client Service Assistant plays a key role in supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing. The role focuses on case coordination, documentation management, onboarding support, underwriting communication...Full timeInternshipRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Assurance Supervisor - Private Client Services. Be the first to apply!
- responsable département service client Toronto, ON
- operations manager - administrative services Toronto, ON
- directeur de service Toronto, ON
- social media manager no experience Toronto, ON
- contact centre operations manager Toronto, ON
- directeur service à la clientèle Toronto, ON
- gérant de service Toronto, ON
- responsable services généraux Toronto, ON
- coordonnateur de service Toronto, ON
- director experience design Toronto, ON

