CPE Coordinator 1

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.

Job Summary

The primary responsibility of the Continuing Professional Education (CPE) Coordinator is to accurately administer training credits for Talent Development & Management (TDM) sponsored training as well as external training, local office training, office sponsored training and training offered to non-employees. This role will ensure compliance documentation is appropriately filed for each event, as well as retain the proper documentation supporting training credit granted.

Essential Duties

• Administers training credits for TDM sponsored training as well as external training, local office training, office sponsored training and training offered to non-employees. This includes :
• Adhering to the quality processes and procedures defined to award the proper amount of training credit
• Calculating, auditing and editing the amount of training credit awarded, based on a set of rules
• Working efficiently and consistently to issue training credit
• Running or reproducing standardized reports to review and / or audit training data, editing or adjusting reports or data sets as appropriate.
• Files training event documentation for archival, document retention, and future audit purposes. This will include but is not limited to : AICPA peer review, PCAOB Inspections, State Board CPA Audits and legal matters.
• Accurately administers data entry in the learning management system for firm required training.
• Other duties as assigned

EXPERIENCE

EDUCATION / CERTIFICATIONS

TECHNICAL / SOFT SKILLS

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; 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 in the Indian Armed Forces; 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 send us an email at .