Independence Associate 2

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.

The Office of Risk Management (ORM) supports the implementation of programs, policies, and practices to manage RSM (or “Firm”) US risk. The RSM InTrust Operations (Ops) Team Specialist reports to the Ops Team Senior 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. The RSM InTrust Associate will process updates to RSM InTrust, the Firm’s independence system of record based on the relevant auditor independence rules. This will involve performing the intake and analysis of the relevant submission and making updates to the system therein. During off-peak periods, the Specialist may assist with creating training materials, job aides and other resources to assist the team in its day-to-day activities. The Specialist will develop expertise regarding the independence affiliate rules and may assist the RSM InTrust Senior and Lead with coaching other members of the Ops team.

**Essential Duties**
- Maintenance of the RSM InTrust relationships and data, including making edits to the system
- Assisting the Ops Team Senior or Supervisor with coaching other Ops team members and other stakeholders on the independence affiliate rules
- Creating job aides, training materials and other resources to assist team members with day-to-day activities
- Identifying opportunities for, and proposing and implementing, process improvements within their local office

**EDUCATION/CERTIFICATIONS**
- Bachelor’s degree in Accounting (preferred) or other business degree

**TECHNICAL/SOFT SKILLS**
- Developing an understanding of rules, regulations, policies, and procedures (required)
- Awareness of different independence rulesets, including SEC, PCAOB and AICPA (preferred)
- Identifying 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)
- Strong attention to detail (required)
- Excels in highly standardized environments (required)
- Proficient in use of Microsoft Office products including familiarity with SharePoint as a document repository (required)
- Ability to maintain confidentiality and discretion (required)
- Mastery of the English language (verbal and written) (required)

**EXPERIENCE**
- 1+ years’ experience in public accounting (preferred), preferably with some exposure to independence considerations in professional practice.
- Familiarity with an accounting firm’s entity management system preferably at a Big Four accounting firm (preferred)
- 1+ years reporting to a US based team (required)

**LEADERSHIP SKILLS**
- Takes ownership of tasks (required)
- Contributes to team morale through a period of change (required)
- Acts to make things better by making deliberate attempts to add value. (required)
- Organizational and prioritization skills (required)
- Able to adapt quickly to changes in process (required)
- Facilitate technically complex discussions with stakeholders of all staff levels (preferred)
- Proactive in requesting and providing feedback (required)
- Timely engaging the Ops Team Senior, where appropriate. (required)