Client Service Excellence & Expertise
o Researches (using RSM Methodology and external tools), interprets, documents and arrives at
appropriate conclusions
o Completes manager-level review for engagements in accordance with RSM quality control
policies
o Knows client’s business goals, strategy and what motivates the client; serves as a valued business
advisor for appropriate client management
o Understands and applies RSM quality standards for self, team and client; models integrity
o Identifies complex accounting issues
People Management Relationships
o Proactively provides client with relevant information (industry developments, accounting guidance)
throughout the year to create and maintain client
loyalty
o Manages and meets the expectations of self, team and clients
o Trains staff through on-the-job training and facilitating internal CPE
o Delegates appropriately while considering engagement economics; provides development opportunities for team and self
o Participates in regional and national activities (facilitating CPE, recruiting, inspections, etc.)
o Delivers effective presentations and adjusts presentation style based on audience (key client meetings, COI, industry, etc.)
o Provides real-time and ongoing constructive feedback (both positive & negative) to entire engagement team
o Possesses the maturity to serve as a role model for staff (client interactions, WorkLife, etc.)
o Serves as client’s first point of contact
o Understands importance of fostering a personal relationship with appropriate individuals at client
o Successfully has difficult conversations with clients and engagement team members
o Possesses the writing skills to draft all client deliverables (financial report, management letter, Board of Director’s letter, etc.)
Productivity & Business Growth
o Identifies out of scope work and tactfully discussess the issue with client, if appropiate
o Meets charge hour and margin goals
o Demonstrates strong awareness of engagement economics and the key drivers of success/profitability;
involved in billing process and financial arrangements
o Demonstrates strong project management and multi-tasking skills; meets or exceeds time and budget
expectations
o Understands RSM service line offerings in all business units
o Participates in internal/external networking activities while enhancing existing COI network
o Participates in proposal process: prospective client meetings, proposal drafting, budget development
o Effectively and efficiently works on multiple engagements at one time while maintaining excellent client s
service
o Responsible for seeing that engagement is complete and ready for director or partner review within
established timeframe and budget; keeps the partner informed on engagement status and key issues in
a timely manner
o Displays an ability to set and maintain business development goals
o Manages existing client relationships to learn about existing and/or potential needs
o Understands dynamics of RSM relationship and engagement history with the client; uses information
about prior work to improve current engagement efficiencies
o Develops and begins to demonstrate strong negotiation skills
Key skills to accelerate your career
o Demonstrates an ability to initiate new client relationships and extended services to existing clients through individual efforts or active participation on a proposal team
o Demonstrates leadership ability with all parties, internal and external (serves as a client's first point of contact, coaches and trains staff, acts as a role model, builds network with potential clients, displays positive attitude)
o Exhibits confidence in technical capabilities while managing multiple complex clients; stays highly organized and produces a quality product with appropriate director/partner involvement
o Understands information security principles to protect information, both from the client and the Firm, including confidentiality, integrity, and availability. Familiar with ISO27001:2022 and Firm ISMS.
