Assurance Partner - Lending
RSM International
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, 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 has an exciting opportunity for an experienced Assurance Partner to join our Financial Markets - Lending team. Lending is focused specifically on banking and specialty finance, in which we are the middle market leaders throughout the country. Role SummaryAs an Assurance Partner, you will lead audit and assurance client relationships for the Assurance line of business while advancing quality, growth, and consistent delivery. This role focuses on leading engagement teams, managing complex audit portfolios, and serving as a trusted advisor to clients and firm leaders.Job ResponsibilitiesServe as audit engagement leader and/or client service coordinator, managing required financial statements, related disclosures, and other client deliverables.Manage multiple engagements, oversee engagement status, and maintain milestones for complex audit and assurance projects.Identify technical accounting and auditing matters early, assess impact, and coordinate with firm specialists as needed.Review work product, communicate audit status to clients, and assess resources needed for project completion.Maintain contact with clients throughout the year to build deeper relationships and better understand client goals and strategies.Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations.Assess risk and design and communicate audit procedures to engagement teams.Develop external relationships and centers of influence to support business growth and brand presence.Provide insightful business advice and present as a trusted business advisor to clients and stakeholders.Understand team member skillsets and capabilities, monitor and review work product, and provide timely coaching and performance feedback.Develop others within the firm through training, career development, coaching, and participation in firm initiatives.Anticipate and address client concerns, escalate issues promptly, and support quality, independence, and risk management expectations.Maintain professional development through ongoing education and stay current on relevant standards, firm policies, and quality expectations.Use digital quality enablers, data, and global delivery resources where appropriate to support consistent, efficient, high-quality outcomes.Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.USA: Minimum QualificationsBachelor's degree in accounting or related field.Active CPA license in the state of residence (or equivalent professional credential) required.13+ years of progressive public accounting / external audit or assurance experience, including significant experience leading audit engagements of increasing complexity and size.Proven track record of building and maintaining a substantial client portfolio, including bringing in new business, retaining clients, and ensuring engagement profitability and growth.Demonstrated leadership and management skills, with success managing multiple large or complex audit portfolios, supervising senior leadership teams, and guiding firm-wide talent development and staffing strategies.Deep technical mastery of accounting and auditing standards including US GAAP, US GAAS or other relevant regulatory standards. Ability to apply risk-based audit methodology, internal control frameworks, complex financial reporting, and capacity to guide complex / multi-entity / high risk audits.Demonstrates strong business development and strategic leadership, identifying and advancing growth opportunities, driving cross firm service expansion, and shaping market strategy. Builds and leverages deep local market and COI relationships to generate sustained client growth while ensuring exceptional client service delivery.Strong stakeholder management, communication, and relationship-building skills, able to interact with senior client executives, boards or audit committees, firm leadership, and cross-functional teams.Strategic thinking and firm-wide vision, with ability to influence firm direction, contribute to leadership decisions, and participate in governance or partnership-level deliberations.Leads with strong ethical judgment and independence, ensuring firmwide compliance with audit standards, quality expectations, and professional conduct.Flexibility to travel, manage demanding workloads, and adapt to client and market pressures.Preferred QualificationsExperience leading complex, multi-entity, industry-specialized, or higher-risk assurance engagements.Experience using digital audit tools, data-enabled audit approaches, or global delivery resources to improve quality and consistency.Demonstrated history of developing external networks, client relationships, and centers of influence that support sustainable growth.Experience mentoring engagement leaders and developing technical depth across audit teams.Banking experienceAt 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 .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 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 click.appcast.io or send us an email at View email address on click.appcast.io will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.SummaryLocation: New YorkType: Full time
- ...Accounting or equivalent field 10 + years of progressive audit and/or assurance experience Experience with commercial or financial services... ...faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide...SuggestedLocal area
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. As our assurance practice continues to expand, we are seeking a growth-oriented Partner to join our firm. We are seeking someone who thrives in a growing environment and providing...SuggestedFull timeLocal area
- ...professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM is currently seeking a strong Health Care Assurance Partner with an entrepreneurial mindset for our Health Care Assurance practice. This partner will help shape the future of our business...SuggestedFull timeLocal area
- Aprio is seeking a Partner in New York to lead client engagements, mentor talent, and drive the firm's strategic direction. Ideal candidates... ..., and fostering a diverse and inclusive environment. A deep understanding of the Assurance discipline is crucial. #J-18808-Ljbffr AprioSuggested
- EisnerAmper, a leading accounting and advisory firm in New York, seeks an experienced audit leader to guide engagements and shape audit strategy. You will collaborate across teams, supervise staff, and ensure quality work for commercial and financial services clients. This...Suggested
- ...residents, their families and team members.We are looking for a Care Partner to join our amazing team!Responsibilities:Assist residents with... ...a timely manner Ensure compliance with new resident care needs.Assure that established infection control practices are...Immediate startShift workAfternoon shift
- ...accounting and advisory firm is seeking an experienced Tax Principal / Partner to join its growing tax practice. This is a nationwide... ...national and international footprint and a broad range of tax, assurance, accounting, and advisory services. The tax practice works with...Full timeWork at officeRemote work
- ...like RSM.Role:RSM has an exciting opportunity for a Federal Tax Partner focusing on real estate funds and REITs to join our Real Estate... ...and REIT experience with industry expertise in real estate lending and financial products and will have a strong network within the...Full timeWork at officeLocal area
$190k - $325k
...Job Title: PARTNER - Supply Chain and Operations State/Province: California, Florida, Georgia, New Jersey, New York Posting Start... ...and measurable outcomes. Govern scope, economics, delivery assurance, risk, value capture, and senior stakeholder alignment across multidisciplinary...Minimum wageContract workLocal area- ...Job Description About the Role A boutique CPA firm in Manhattan is seeking an experienced Tax Partner to join its leadership team and contribute to the continued growth of the firm's tax practice. This opportunity is ideal for an established tax practitioner, current...Local area
$70k - $88k
...around efficiency, critical problem-solving, and modernizing the lending experience. Our goal is a seamless, tech-enabled mortgage... ...primary tool is automation. We automate mortgage origination. We partner with engineers and product leaders to build systems that eliminate...- ...budgeting, forecasting, and profitability analysis. Implement best practices in project management, risk management, and quality assurance. Qualifications Deep functional expertise in discretionary retail merchandising (apparel, home, beauty, electronics, or general...Full time
- ...The Partnership Marketing Manager builds the network of trusted partners across the industries we serve. These include industry experts... ...with a managing partner at a large firm or a bank’s commercial lending team. An understanding of how professional services firms, financial...Work at officeMonday to Friday
- Partner, Solar & BESS M&A Lead (Job ID: 2509017) We are seeking a Partner, Solar & BESS M&A Lead to join our M&A services group, based... ...- we know we’re at our best when we take care of one another, assuring mutual well‑being and respect. Don’t forget the joy - when we...Flexible hours
$55k - $105k
...experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle... ...-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable...Work at officeLocal areaFlexible hours- Workplace Solutions Partner Lead - Private Bank (Corporate Focus) New York, NY, United States Job Information Job Identification 210... ...teams when portfolios include operating companies and with Trust/Lending when corporate transitions affect employee programs. Pipeline...Full timeWork at office
- ...within the Training & Support team and reporting to the Head of Partner Enablement, the Partner Enablement Lead enables implementing... ...learning, coach the partner's own trainers to cascade it, quality-assure the cascade, then monitor and intervene where practice, data...Full timeTemporary workLocal areaRemote workWorldwideFlexible hours
$85k - $90k
itD is seeking a Partner Program Manager to drive partner engagement and execute programs that strengthen partner relationships and improve... ...sessions, to educate and engage partners Execute quality assurance across events, templates, tools, and processes to ensure consistency...Work experience placementWork at officeRemote work$67.15k - $107.44k
Job Summary As the Lead, QA and Partner Success, you will manage strategic partner relationships to achieve operational excellence while... ...efficiency, and other relevant performance metrics. Quality Assurance Oversee review of solar projects to verify compliance with underwriting...Full time$110.54k - $172.73k
...living depend on Chemours chemistry. Chemours is seeking a Channel Partner Manager to join our growing Advanced Performance Materials (APM... ...a critical element to enhancing our employee experience is to assure we’re operating with a solid foundation of trust. At Chemours,...Contract workLocal area- ...Job Description Secondaries and GP Stakes Partners GPS Advisory is representing a sophisticated private funds platform on a discreet search for both GP Stakes and Secondaries Partners. These are both core-practice hires with the ability to further expand...
$160k - $194k
...on CIO-level challenges, service delivery in their context, the shared knowledge of the world's largest community of CIOs, and the assurance of Gartner objectivity and independence.What you will do:Manage a portfolio of 28+ member relationships within the Banking and...Full timeRemote workWorldwide$109k - $163.7k
...improving clinical care.ResponsibilitiesFacilitates data collection from a variety of different sources, getting it in the right formats, assuring that it adheres to data quality standards, and assuring that downstream users can get that data quickly and with a common standard...TraineeshipLocal areaRemote workFlexible hours$35.13k - $45k
...programs, and a family support center, the network serves diverse, underserved communities. Position Summary We are seeking a Family Partner (Family Worker) to strengthen and support family child care providers in the Sunset Park Family Child Care Network. The role...$67.15k - $107.44k
...Job Summary As a member of the People Are Why team, the Safety Partner will play a key role in supporting the organization’s health, safety, and regulatory compliance efforts. In this role, the Safety Partner supports the organization’s safety programs that align with...Full timeWork at officeRemote work$18.27 per hour
...40 Number Of Positions 1 Job Description If you want to make a living by making a difference, join Acenda as an Family Partner Job Title: Family Partner Sign-on Bonus: $1500 1 available Family Partner position located in Atlantic County! 1 available...Hourly payLocal areaRelocation packageFlexible hoursDay shift- ...Tax Partner Opportunity Our client, a public accounting firm in the NYC metro area, is looking to add a Tax Partner. They are looking for someone to join the team at the Tax Partner level. That can include someone that is ready to take the leap from a Tax Director or...
- ...A leading Law Firm is seeking an accomplished Construction Partner with a substantial client following to join their expanding practice in New York. As a Construction Partner, you will lead and expand their construction practice, providing strategic counsel and legal expertise...
$250k - $300k
.... On behalf of this client, an exceptional, highly entrepreneurial executive is sought to join the leadership team as a General Partner. In this capacity, the successful candidate will assume a pivotal role in mentoring portfolio founders, evaluating and admitting high...Full timeWork at officeImmediate startRemote workRelocation$250k - $300k
...0 we’ve backed 300+ startups (Rain, Synthetix, Pendle, and many more), now collectively valued at $15B+. We’re hiring a General Partner to mentor Alliance founder and support them through their journey, from admission to fundraising. What you’ll do Provide...Relocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Assurance Partner - Lending. Be the first to apply!
- partner relations manager New York, NY
- partner New York, NY
- partner channel marketing manager New York, NY
- partner manager New York, NY
- partner success manager New York, NY
- venture partner New York, NY
- partner alliance manager New York, NY
- care partner New York, NY
- senior partner marketing manager New York, NY
- parent partner New York, NY



