Jobs at Bdo

IT Lead Data Engineer

Job Summary JOB DESCRIPTION The Lead Data Engineer is expected to be an expert at effectively working with business partners to understand their data needs and develop technical designs and requirements to meet those needs. This role is the team leader in helping extract, transform, and store the Firm’s valuable data assets to achieve better operational efficiencies and provide better services to its clients through modern data movement pipelines. This role, in collaboration with other data engineers, data architects, and other IT teams, will operationalize and document data extraction and ingestion platforms. This role is the team’s leader for developing strategies, policies, and governance models to ensure the Firm’s data remains accurate, timely and relevant to the Firm’s goals. This role will provide guidance and mentorship to junior data engineers, as well as helping delegate work items and tickets across the Data Engineering team. Job Duties * Works with stakeholders and data architects to define and design data solutions to support the Firm’s data initiatives * Understands and locates where data assets exist within the Firm’s systems and design solutions integrating disparate data sources to solve problems and provide business value * Collaborates with project managers to provide effort estimates and provides technical leadership in solution design and requirements * Works closely with data governance to ensure principles are followed through the course of day-to-day data usage and solution design * Prepares mock-up solution designs, visualizations and reports to effectively demonstrate proposed solutions and deliverables * Acts as a subject matter expert, evangelist and catalyst to educate on the Firm’s data platforms and best practices as they relate to the usage and hygiene of the Firm’s data assets * Meets regularly with business line customers to gain a better understanding of their business processes and of the customer's evolving data needs to help identify potential data-related projects * Works with data scientists and developers to use emerging and advanced technologies such as artificial intelligence and machine learning to identify and extrapolate hidden patterns and trends, increasing the value of the Firm’s data * Builds and maintains constructive working relationships with project team members, vendors and other departments involved with projects, systems, and IT strategies * Serves as a technical expert and lead to other team members, reviewing proposed solution designs, conducting code reviews, and troubleshooting advanced technical issues * Identifies and executes continuous improvement efforts to ensure the Firm’s data remains accurate and timely * Works closely with the Information Security and Compliance teams to ensure the firm’s data strategy and technologies meet or exceed both internal policies and external regulatory requirements * Collaborates with BDO Global and other BDO member firms to ensure standards between organizations are followed in support of reusable models and rapid deployment of shared technology * Understands and follows Project Management basics and Project Management Office policies and procedures * Other duties as required Supervisory Responsibilities * N/A Education Qualifications, Knowledge, Skills, and Abilities: * High School Diploma or GED, required * Bachelor’s Degree in Computer Science, Information Management, Mathematics, or Statistics, preferred Experience * Eight (8) or more years working as a data engineer, data analyst or similar analyst/engineer roles, required * Eight (8) or more years working with PowerBI, Tableau or similar data visualization products, required * Five (5) or more years working within commercial cloud platforms such as Microsoft Azure, AWS, or GCP, required * Three (3) or more years using version control tools (Azure DevOps, GitHub), required * Demonstrable proficiency in developing and understanding custom and ad-hoc SQL queries, required * Experience working within a large, complex enterprise with significant regulatory and compliance requirements, preferred * Experience using a modern scripting language such as Python, Scala, R, or Java, preferred * Professional service firm experience, preferred Software * Strong proficiency in the use of Microsoft Office suite, specifically Excel, required * Strong proficiency in the use of SQL Server Management Studio (SSMS), or similar, required * Strong proficiency in the use of PowerBI, Tableau, Looker, Qlik, or similar, required Other Knowledge, Skills \& Abilities * Strong analytical, organizational and problem-solving skills * Excellent written communication skills, maintaining accurate documentation and technical authorship of complex documents * Ability to facilitate meetings efficiently and effectively * Ability to follow an issue through to its logical conclusion, and escalate as necessary * Ability to work independently as well as part of a team, including providing technical leadership to less experienced colleagues * Excellent interpersonal and customer relationship skills * Capable of working in a deadline-driven environment, while handling multiple complex projects/tasks simultaneously with a focus on details * Capable of working well under pressure while dealing with unexpected issues in a professional manner * Ability to work after hours and weekends as needed * Capacity to travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $138,000 - $170,000 Maryland Range: $138,000 - $170,000 NYC/Long Island/Westchester Range: $138,000 - $170,000 #Remote About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On * Welcoming diverse perspectives and understanding the experience of our professionals and clients * Empowering team members to explore their full potential * Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities * Celebrating ingenuity and innovation to transform our business and help our clients transform theirs * Focus on resilience and sustainability to positively impact our people, clients, and communities * BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! * Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Portfolio Marketing Leader / Director

Job Summary JOB DESCRIPTION The Director - Portfolio Marketing – Leader leads GTM strategy for one of the firm’s main business lines (Assurance, Tax, Advisory). This role is responsible for accelerating revenue growth, pipeline creation, and demand generation for the business line. This senior-level marketing role shapes GTM strategy, defines target segments and buyer journeys, and builds integrated, full-funnel programs that convert awareness into qualified demand and measurable revenue. This position partners closely with Portfolio Marketing leaders as well as business and industry leaders to prioritize growth plays, develop differentiated messaging and offers, and allocate marketing investment based on performance. This role analyzes KPIs, improves marketing performance, and drives continuous optimization across campaigns, events, and digital channels. This role manages a team as well as works with external partners to deliver scalable programs, consistent execution, and clear reporting tied to leads, pipeline, win rates, and revenue outcomes. This position will oversee marketing strategy for the firm’s Advisory business. This senior-level marketing role is responsible for accelerating revenue growth, pipeline creation, and demand generation for the Advisory practices. Job Duties * Leads GTM strategy development, integrated planning, and execution to achieve revenue growth, pipeline targets, and market share objectives * Partners with business, industry, and portfolio marketing leadership to prioritize growth initiatives, campaign roadmaps, and activation plans * Reviews and analyzes KPI frameworks, dashboards, and performance tied to pipeline and revenue impact and adjusts GTM strategy based on performance and revenue/pipeline targets * Designs segmentation, buyer persona, and buyer journey strategies; aligns messaging architecture and value propositions to priority audiences and needs * Directs event and sponsorship strategy as a demand channel s; integrates events into full-funnel plans and ensures measurable post-event conversion and follow-up * Establishes event ROI plans including target lists, invitation strategy, attendee qualification, and post-event nurture * Oversees development of key GTM full funnel campaigns, content strategy and editorial plans aligned to growth priorities, offers, and sales plays; ensures content supports each funnel stage * Reviews and approves marketing materials to ensure brand alignment, audience relevance, compliance readiness, and measurable calls-to-action * Develops strategic relationships with leaders + stakeholders * Understands the business landscape and provides proactive market research assessments and strategic GTM recommendations * Takes a leadership role in driving best practices and bringing new capabilities to the practices * Leads, coaches, and develops marketing team members; sets performance goals aligned to growth outcomes and capability development * Discusses staffing recommendations with the Portfolio Marketing leader and participates in the interview process as needed * Manages relationships with agencies and vendors; sets scopes, performance expectations, and measurement requirements tied to business results * Ability to travel as needed * Other duties as required Qualifications, Knowledge, Skills And Abilities Education * Bachelor’s degree, required; with a focus in Marketing, Communications, English, Journalism, or Business Administration, preferred * Master’s degree in Business Administration, Marketing, or Analytics, preferred Experience * Ten (10) years of marketing experience within a professional services firm, required * Five (5) years of experience leading demand generation strategy tied to pipeline and revenue outcomes, required * Five (5) years of experience leading integrated campaigns across digital, ABM, email, web, and events, required * Three (3) years of experience with marketing performance measurement tied to sourced and influenced pipeline and revenue, required * Three (3) years of people leadership experience with performance management and coaching, required * Experience supporting Assurance, Tax, Advisory Services, or industry marketing within a public accounting firm, preferred * Experience in a Big Four or national/regional accounting firm, preferred License/certifications * N/A Software * Microsoft Office Suite, required * CRM platform experience (Microsoft Dynamics 365, Salesforce), preferred * Analytics and reporting tools (Power BI, Google Analytics), preferred * AI fluent, preferred Language * N/A Other Knowledge, Skills And Abilities * Demonstrated ability to build revenue-focused marketing strategies with measurable pipeline and revenue impact * Advanced knowledge of full-funnel demand generation, lifecycle marketing, and marketing-to-sales alignment * Strong financial and analytical acumen; ability to forecast, measure, and optimize marketing investment and ROI * Expertise in positioning, messaging architecture, and offer development for complex professional services * Ability to lead cross-functional execution in a matrix environment with clear prioritization and accountability * Strong executive presence with ability to influence senior stakeholders and drive decisions using data * Advanced project and program management capabilities across multiple concurrent initiatives and deadlines * Ability to establish repeatable processes for campaign planning, launch readiness, measurement, and optimization * Driven self-starter with a proactive approach to serving professionals at all levels * Demonstration of high level of understanding and application of principles and practices of program management with minimal supervision Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $170,000 - $190,000 Maryland Range: $170,000 - $190,000 NYC/Long Island/Westchester Range: $170,000 - $190,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On * Welcoming diverse perspectives and understanding the experience of our professionals and clients * Empowering team members to explore their full potential * Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities * Celebrating ingenuity and innovation to transform our business and help our clients transform theirs * Focus on resilience and sustainability to positively impact our people, clients, and communities * BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! * Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Senior Business Analyst

Job Summary: This role is a Senior Business Analyst with experience in IT solutions to join our Client Experience Practice. The Senior Business Analyst role participates in meetings for business analysis, functional design, business process design, and user enablement needs. This role is part of a project team that is responsible for overseeing customer’s needs to ascertain requirements, strive to build and maintain strong customer relations as well as ensure client expectations are successfully met. Job Duties: * Assists with requirements gathering and discovery workshops for custom IT solutions * Conducts current state assessments of business processes and supporting systems * Performs gap and data analysis in support of identifying improvement opportunities * Supports developers by providing functional clarification and setting expectations with team and client * Identifies, documents, and manages change; transitions delivered solution to end users * Authors and creates design artifacts such as functional design specifications, low fidelity wireframes, use cases, user personas, data dictionaries, process and data flow diagrams * Contributes to the strategy, governance, and design of IT solutions * Documents, socializes, and triages issues, defects, and enhancement requests * Reviews traceability matrices, change requests, test plans and cases, user guides, capability discovery and delivery roadmaps * Plans and executes test plans and test cases; ensure overall quality of solution is preferred * Other duties as required Supervisory Responsibilities N/A * Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor’s degree, required Experience: * Four (4) or more years professional experience as a Technical or Functional Business Analyst or equivalent IT solutions and technology role, required * Experience gathering, documenting requirements and leading working sessions, required Software: * Experienced with one (1) or more of the following solutions, required: + Microsoft 365;( SharePoint, Teams, OneDrive, Viva, or Copilot) + Custom Application Development + Data analytics + Enterprise Business Applications (ERP, CRM, or HCM) + Cybersecurity * Microsoft Technologies proficient in Excel, Word, PowerPoint and Outlook, required * ShareGate and Microsoft’s Migration Manager tools, preferred * Azure DevOps, JIRA, Visio or other project management tools, preferred * Axure, Figma, or other prototyping and interface design tools, preferred Other Knowledge, Skills \& Abilities: * Knowledge of the software development life cycle and demonstrate the ability to multiple teams * Ability to proactively identify risks and participate in the mitigation plan * Ability to solve problems, identify solutions, and appropriately escalate issues * Excellent communication and presentation skills, both verbal and written * Excels at operating in a fast-paced technical environment Must be willing to travel to the client as needed * Keywords: Business Analyst, BA, Quality Assurance, PowerPoint, Tableau, Qlik, Balsamic, JIRA, Enterprise Tester, Requirements Gathering, User Experience, Testing, User Enablement, Data Visualization, SharePoint, Application Development, Software, Definition, .Net, Java, Office 365, Custom Applications, Data Analytics, CRM, Cloud Strategy Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $80,000 - $110,000 Maryland Range: $80,000 - $110,000 NYC/Long Island/Westchester Range: $80,000 - $110,000 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: * Welcoming diverse perspectives and understanding the experience of our professionals and clients * Empowering team members to explore their full potential * Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities * Celebrating ingenuity and innovation to transform our business and help our clients transform theirs * Focus on resilience and sustainability to positively impact our people, clients, and communities * BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! * Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more!

Senior Business Analyst

Job Summary JOB DESCRIPTION This role is a Senior Business Analyst with experience in IT solutions to join our Client Experience Practice. The Senior Business Analyst role participates in meetings for business analysis, functional design, business process design, and user enablement needs. This role is part of a project team that is responsible for overseeing customer’s needs to ascertain requirements, strive to build and maintain strong customer relations as well as ensure client expectations are successfully met. Job Duties * Assists with requirements gathering and discovery workshops for custom IT solutions * Conducts current state assessments of business processes and supporting systems * Performs gap and data analysis in support of identifying improvement opportunities * Supports developers by providing functional clarification and setting expectations with team and client * Identifies, documents, and manages change; transitions delivered solution to end users * Authors and creates design artifacts such as functional design specifications, low fidelity wireframes, use cases, user personas, data dictionaries, process and data flow diagrams * Contributes to the strategy, governance, and design of IT solutions * Documents, socializes, and triages issues, defects, and enhancement requests * Reviews traceability matrices, change requests, test plans and cases, user guides, capability discovery and delivery roadmaps * Plans and executes test plans and test cases; ensure overall quality of solution is preferred * Other duties as required Supervisory Responsibilities * N/A Education Qualifications, Knowledge, Skills and Abilities: * Bachelor’s degree, required Experience * Four (4) or more years professional experience as a Technical or Functional Business Analyst or equivalent IT solutions and technology role, required * Experience gathering, documenting requirements and leading working sessions, required Software * Experienced with one (1) or more of the following solutions, required: + Microsoft 365;( SharePoint, Teams, OneDrive, Viva, or Copilot) + Custom Application Development + Data analytics + Enterprise Business Applications (ERP, CRM, or HCM) + Cybersecurity * Microsoft Technologies proficient in Excel, Word, PowerPoint and Outlook, required * ShareGate and Microsoft’s Migration Manager tools, preferred * Azure DevOps, JIRA, Visio or other project management tools, preferred * Axure, Figma, or other prototyping and interface design tools, preferred Other Knowledge, Skills \& Abilities * Knowledge of the software development life cycle and demonstrate the ability to multiple teams * Ability to proactively identify risks and participate in the mitigation plan * Ability to solve problems, identify solutions, and appropriately escalate issues * Excellent communication and presentation skills, both verbal and written * Excels at operating in a fast-paced technical environment * Must be willing to travel to the client as needed Keywords: Business Analyst, BA, Quality Assurance, PowerPoint, Tableau, Qlik, Balsamic, JIRA, Enterprise Tester, Requirements Gathering, User Experience, Testing, User Enablement, Data Visualization, SharePoint, Application Development, Software, Definition, .Net, Java, Office 365, Custom Applications, Data Analytics, CRM, Cloud Strategy Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $80,000 - $110,000 Maryland Range: $80,000 - $110,000 NYC/Long Island/Westchester Range: $80,000 - $110,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On * Welcoming diverse perspectives and understanding the experience of our professionals and clients * Empowering team members to explore their full potential * Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities * Celebrating ingenuity and innovation to transform our business and help our clients transform theirs * Focus on resilience and sustainability to positively impact our people, clients, and communities * BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! * Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Experienced Manager, Family Office Services

Job Summary: The Tax Experienced Manager, Private Client \& Family Office Services (PCS-FOS) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the PCS-FOS Experienced Manager is responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues. In this role, PCS-FOS Experienced Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the PCS-FOS Experienced Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function + Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger + Creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements, and provides financial analysis Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs, and knows how the system performs those functions + Explains the purpose and value of system functions that a client may not be using + Identifies when a client is not using a technology package in a proper or efficient manner + Learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure Designs integrated solutions that respond to the specific situation; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate; outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders Accurately determines the cost of building a client solution; can calculate the benefit to a client in dollar terms of the solution, using the pricing process + Compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues + Educates clients on how their finance and accounting needs will change as their business evolves + Helps clients identify areas of opportunity and future business needs. Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes Learns to manage conflict; proactively engages senior leadership when conflict arises Learns to support the client through business changes and helps to develop and execute the change management plan + Handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function Gathers information necessary from the client to execute on engagements + Maintains a running list of information that is needed, and follows up to gather information that is missing + Organizes this information so it is easily accessible for the team and the client as applicable + Creates, develops and maintains strong business relationships with clients, both internal and external Understands tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients – helping clients navigate business decisions and their potential financial and tax implications + Appropriately refers tax related matters to Core Tax and Specialty Tax Services Business Development: Learns business development strategies and service offerings targeted for various industries + Ensures prospect and sales information is entered into CRM as appropriate Recommends and designs solutions for clients Learns to evaluate clients for acceptance (e.g. general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadership Develops exposure to industry teams and business development resources + Develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable + Participates in industry trade groups and networking events Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership Initiates conversation of the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact Understands and articulates PCS-FOS’s value proposition and understands the target market/client profile Developing Others: Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure Project Management: Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress) Bills engagements in a timely and effective manner, appropriate to the client’s situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metrics Learns to scope a new project and construct a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution; identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship Oversees client satisfaction with quality of work products, assigned staff, and engagement performance Ensures clients are billed timely in accordance with the SOW and follows PSC-FOS billing and collections best practices; works with team to resolve any client billing issues Tax Related Duties: Research + Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis + Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process + Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis + Involves firm specialists, as appropriate Strategy Development + Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. + Consistently makes suggestions as to how previous work products or approaches can be improved + May present complex strategies to clients and prospective clients Other Duties: Travels up to 20% of the time Other duties as required Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools May act as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates. Qualifications, Knowledge, Skills and Abilities: Education: One of the following is required: + Bachelor’s degree, focus in Accounting or Finance, preferred AND seven (7) or more years of experience performing general accounting transactions and functions, required; OR + Nine (9) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required MBA or other relevant advanced degree (Masters in Accountancy), preferred Experience: Three (3) or more years of supervisory experience, preferred Experience working with outsourced and/or delivery center operations, preferred Consultative or business advisory experience, preferred License/Certifications: CPA certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred Prior experience utilizing industry recognized accounting research tools, preferred SEI Archway and Qvinchi, preferred Language: N/A Other Knowledge, Skills \& Abilities: Excellent verbal and written communication skills Understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value Understands what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure Presents well in one-on-one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately Strong analytical and basic research skills GAAP and TAX knowledge, financial statement presentation, and report writing Solid organizational skills especially the ability to meet project deadlines with a focus on details Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery Takes personal accountability for work products and accepts constructive feedback to guide future actions Ability to successfully manage multiple tasks while working independently or within a group environment Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel Ability to travel up to 25% of the time Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. Colorado Range: $125,000 - $150,000 Maryland Range: $121,000 - $145,000 Massachusetts Range: $130,000 - $147,750 New Jersey Range: $130,000 - $165,000 NYC/Long Island/Westchester Range: $170,000 - $185,000 Washington DC Range: $140,000 - $162,000 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits\ offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more!

Assistant Manager / Senior Consultant - Economic Crime Advisory

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and highgrowth businesses that fuel the economy - and the owners and management teams that lead them. We’ll broaden yourhorizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients’ affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We’ll help yousucceed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview As an Assistant Manager within the Economic Crime Advisory team, you will support the delivery of financial crime compliance engagements across our portfolio of clients across all sectors, including financial services, betting and gaming, real estate, crypto and legal. You will cover disciplines such as anti-money laundering, fraud prevention, counter-terrorist financing, sanctions, market abuse, anti-bribery and corruption, and/or tax evasion. In addition, you will play a key role in assisting the team with developing our financial crime offering and working methods. Our engagements typically include independently assessing clients’ financial crime frameworks, supporting the creation, enhancement and remediation of financial crime systems and controls, and optimising financial crime frameworks to be more efficient and effective using technology and/or sustainable target operating models across the three lines of defence. You'll be someone with: Experience in financial crime, fraud (or similar) regulatory compliance Passionate about supporting clients with their financial crime frameworks to support the mitigation of financial crime risk Interest in learning, upskilling, and expanding knowledge and skillset into broader sectors through undertaking diverse projects and receiving on-the-job coaching. Experience of being able to juggle multiple projects and deadlines, prioritising work where needed, and independently managing own workload successfully (Desirable but not essential) * Ability to investigate and resolve problems with some support and guidance as required involving senior members of the team You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we’re working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to thefuture At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Financial Services Internal Audit Senior Consultant/Assistant Manager

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We’ll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients’ affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We’ll help you succeed You'll be an Assistant Manager in the Financial Services Advisory (Internal Audit) team, where you'll have the opportunity to work on a variety of engagements, gaining experience in planning and delivering internal audit assignments and on regulatory advisory engagements. You'll play an important role in developing and maintaining deep client relationships. You'll have the opportunity to further develop specialist sub sector, technical and regulatory knowledge and will also have opportunities to work with and support the wider Financial Services Advisory team and its clients in London. You'll be someone with: Demonstrable experience in the delivery of internal audit reviews within the financial services sector, particularly in the insurance sector, and reporting to Audit Committees and/or regulatory assurance reviews Functional knowledge of the UK regulatory environment with deeper knowledge of some Financial Services sub sectors and the risks that they face Understanding of risk management and internal control Strong analytical and problem solving skills, with the ability to present information in a clear and concise manner * Sound technical knowledge of financial products and / or customer-facing regulated activities You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we’re working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Financial Services Advisory Manager

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We’ll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry As a Manager in our regional Financial Services Advisory team, you will have the opportunity to work on a variety of advisory and independent assurance projects for financial services firms across all FS sectors. You will play an important role in developing and maintaining deep client relationships as well as continuing to develop your commercial management and business development skills. You will have the opportunity to further develop specialist technical and regulatory knowledge and will also have opportunities to work with and support the wider Financial Services Advisory team. You’ll be someone with A recognised accountancy or internal audit professional qualifications and/or memberships (i.e. ICAEW, CIMA, CIIA, ACCA etc.) is preferred but not essential. Significant experience of regulatory assurance or internal audit experience working within a professional services or financial services firm(s) A robust understanding of the regulatory environment and good practice in financial services including knowledge and experience of at least three of the following: FCA conduct rules and regulations, enterprise risk management frameworks and operating models, corporate governance / board effectiveness, credit risk, SMCR, operational resilience, consumer duty requirements, culture. Strong written / communication skills, ability to influence, lead, engage, and manage stakeholders * Experience in leading others/team You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Senior Digital Product Manager - 18 Month FTC

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We’ll broaden your horizons To ensure our services and applications are fit for the modern market, our IT team collaborates with every department. They develop, they explore and they implement the new ideas helping us to change the future of accounting, tax and business consulting. But, just as importantly, they maintain the tech that keeps us advancing. By testing and adopting the future of financial technical solutions, they find new and exciting ways to drive us forward. And you could too. In an IT role at BDO, you’ll become part of a team that act as the backbone for our business. No matter who you are or what your skillset is, we’ll give you the training and support you need to achieve whatever you put your mind to. We’ll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. As a Digital Product Manager at BDO, you'll play a crucial role within our IT team and the Innovation and Digital capability. You'll manage a diverse portfolio of digital products, collaborating closely with Business Product Owners and overseeing the entire product lifecycle, from inception to delivery, as well as ongoing improvements and enhancements. Our digital products range from client-facing, AI-driven services, to internal tools that impact the daily work of over 10,000 employees. You'll be part of the Innovation and Digital function, a dedicated and substantial investment by BDO to lead the future of technology change by introducing new digital products and services. Our team of over 50 talented individuals includes designers, coders, and innovation managers, working on projects from generative AI products to automation and e-commerce solutions. We collaborate with partners such as Microsoft and other leading technology providers, and our digital products are used by employees, clients, audited entities, suppliers, regulators, and other BDO firms worldwide. We're seeking individuals who have a deep understanding of the product management role and are eager to apply their expertise in supporting our firm's digital journey. If you're passionate about digital technology, data, AI, and emerging technologies, you'll fit right in. The ideal candidate for this role is a highly self-motivated and driven Product Manager with a passion for service and quality. You'll need plenty of energy, self-confidence, and a desire to be a product evangelist. Understanding the benefits of adopting a product-led, agile delivery approach and being able to convey this to other areas of our firm is essential. In this busy and rewarding role you’ll also: Ensure the smooth day-to-day operation, direction, and value of the digital products under your ownership Lead an internal product team to deliver significant business outcomes Facilitate communication between Business Product Owners, Development Engineers, and User Experience specialists to maximise value for customers and end-users Promote best practice approaches to product management through education and evangelism Become an end-to-end expert on the products you manage, including organisational and technological aspects Manage and maintain a product backlog, evaluating and prioritising product opportunities Be an exceptional communicator, facilitator, and decision-maker, ensuring stakeholder alignment and successful outcomes at all stages of product delivery Build relationships across the firm and work towards the overall benefit of our products' end-users and the firm You’ll be someone with: Proven success as a Digital Product Manager Prior experience working in an Agile Delivery team, leading or participating in delivery rituals such as daily scrums, retrospectives, backlog grooming, and prioritisation Experience using a work management toolset such as Azure DevOps or Jira Skilled in carrying out product and feature discovery, capturing requirements, and creating user stories You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. #LI-JB1 #TJ-JB1

Senior Manager, Family Office Services

Job Summary: The Tax Senior Manager, Private Client \& Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with assisting with building a robust PCS-FOS practice. The PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Additionally, in this role, PCS-FOS Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. Job Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function Understands the technology packages clients are using to support their accounting/finance functions + Describes the major functions each system performs, and knows how the system performs those functions + Explains the purpose and value of system functions that a client may not be using + Identifies when a client is not using a technology package in a proper or efficient manner; learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement + Actively explores what technologies are coming next and why, and how that applies to clients Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data Designs integrated solutions that respond to the specific situation; open to new ideas and solutions, and avoids “locking-in” to a single solution; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate + Outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders Accurately determines the cost of building a client solution + Calculates the benefit to a client in dollar terms of the solution, using the pricing process + Compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership Formulates recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues; + Educates clients on how their finance and accounting needs will evolve as their business grows + Assists clients in identify next steps and persuades the client to value those unperceived needs + Identifies what needs are critical versus what are not; looks at the business of the client holistically Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business; + Develops a compelling future vision for a client; communicates in such a way as to inspire clients to take the journey towards that positive future Assertively manages conflict; uses negotiation techniques to drive difficult agreements between opposing parties/ideas and generally leaves parties satisfied with the result Supports the client through business changes and helps to facilitate the change management process; is comfortable with ambiguity, knows when to create clarity (or when clarity is possible) versus when to make progress without full definition + Acts as a partner to clients, as part of their team + Diagnoses the relationships and political structure of clients and appropriately navigates these complexities Quickly and accurately assesses people’s perspectives Gathers and/or reviews information necessary from the client to execute on engagements; creates, develops and maintains strong business relationships with clients, both internal and external Understands tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients – helping clients navigate business decisions and their potential financial and tax implications Appropriately refers tax related matters to Core Tax and Specialty Tax Services Business Development: Supports PCS-FOS Leadership with business development strategies and service offerings targeted for various industries; + Initiates building sales pipeline and closes new business + Ensures prospect and sales information is entered into CRM as appropriate Refines designed solutions and work plans into a compelling proposal document that speaks the language of the client and identifies the value clients will be receiving Evaluates clients for acceptance (e.g. general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from their leaders Develops a strong understanding of the various industry groups and builds relationships with business development resources; has a deep awareness of the impact that different industries and service offerings have on the technical work and final deliverable + Actively participates in industry trade groups and networking events Identifies new opportunities to cross sell to existing clients Explains the Advisory service offerings, as well as the broader firm to a client, prospect, or contact Gains an understanding of the BDO Alliance and BRN Network firms Developing Others: Fosters a culture that embraces change and accountability Ensures PCS-FOS Managers and Staff are trained to understand and perform analytics and forecasting at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements Provides training on all relevant software, processes and resources, as appropriate Acts as Career Advisor to PCS-FOS Managers and Staff, as appropriate Evaluates the performance of PCS-FOS Managers and Staff, and assists in developing goals and objectives to enhance professional development that aligns with the firm’s and PCS-FOS’s objectives Drives recruiting efforts at all levels and assists with the on-boarding process Serves as a resource for the team Project Management: Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress) Bills engagements in a timely and effective manner, appropriate to the client’s situation and the state of the work + Contributes to economic management matters such as forecasting and monitoring/managing to key metrics Aware of how their practice P\&L is structured and can interpret common firm metrics (at a practice and an individual level) Accurately scopes a new project and constructs a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution; + Identifies resource requirements and developing transition plan and estimates appropriate Margins for the practice and the overall picture of the client relationship Oversees client satisfaction with quality of work products, assigned staff, and engagement performance Reviews engagement economics for multiple clients to ensure continuous improvement in order to attain practice KPI's Other Duties: Travels 25% of the time Other duties as required Tax Related Duties: Research: Identifies when research is needed + Clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis Involves firm specialists, as appropriate Strategy Development: Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. Researches and implements tax strategies, including experimentation with promising new strategies and ideas Consistently makes suggestions as to how previous work products or approaches can be improved May lead marketing campaigns, if applicable to role Presents complex strategies to clients and prospective clients Supervisory Responsibilities: Supervises associates, senior associates and managers on all projects Reviews work prepared by associates, senior associates and managers and provide review comments Trains associates, senior associates and managers how to use all current software tools Acts as a Career Advisor to associates, senior associates and managers Schedules and manages workload of associates, senior associates and managers Provides verbal and written performance feedback to associates, senior associates and managers Qualifications, Knowledge, Skills and Abilities: Education: One of the following is required: + Bachelor’s degree, focus in Accounting or Finance, preferred AND eight (8) or more years of experience performing general accounting transactions and functions, required; OR + Ten (10) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required MBA or other relevant advanced degree (Masters in Accountancy), preferred Experience: Four (4) or more years of supervisory experience, required Consultative or business advisory experience, required Experience working with outsourced and/or delivery center operations, preferred License/Certifications: CPA certification, preferred Software: Proficient in the use of the Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred Prior experience utilizing industry recognized accounting research tools, preferred SEI Archway and Qvinchi, preferred Language: N/A Other Knowledge, Skills \& Abilities: Excellent verbal and written communication skills Has an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure; knows what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure Takes personal accountability for work products and accepts constructive feedback to guide future actions Fully understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services identify what services or processes may be inefficient or missing and where we can add value, as well as advise on best practices for their overall financial ecosystem Presents well in one-on-one, small group, and large group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately Strong analytical and research skills GAAP and TAX knowledge, financial statement presentation, and report writing Strong organizational skills especially the ability to meet project deadlines with a focus on details Proven ability to lead a team in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery Direct and prioritize the team to successfully execute multiple tasks Ability to act as the primary contact and provide an executive presence on engagements Capable of effectively managing a team of professionals and contribute to the professional development of assigned personnel Interacts effectively with people at all organizational levels of the firm, including the Business Development team; demonstrates the capability to build and maintain strong relationships with internal and client personnel Ability to travel up to 25% of the time Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $200,000 Washington DC Range: $162,000 - $190,000 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits\ offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more!

Audit Assistant Manager - Natural Resources and Energy

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We’ll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Audit team, you'll receive the support you need to reach your potential. From completing professional qualifications to developing new skills and exploring different learning opportunities, you’ll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We’ll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You’ll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO’s Partners. You’ll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You’ll be someone with: Qualified ACA/ACCA/ICAS Qualified or overseas equivalent. Educated up to degree level or CTS. Experience supervising and coaching junior members of staff on site. Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements. Working knowledge of firm services, issues regarding advice, and regulation and compliance, including anti-money laundering. Demonstrable knowledge of current economic and market trends. You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to our business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Business Administration Assistant

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We’ll broaden your horizons Joining BDO’s Business Support Hub now means being part of an exciting period of growth and change in one of our key business units. We work across every part of BDO, specialising in services that impact every client and help create real value by doing them efficiently and effectively. Every day, you’ll work with people who will help you build the skills you need to develop your career within business administration. Alongside training, you’ll have the opportunity to progress in an environment where where career development, people and culture are a key focus. After a comprehensive induction and welcome to BDO you will follow with 12-weeks office-based training in a friendly, collaborative environment. You will be fully supported by managers and team members in helping you to succeed. Flexible working after initial induction and training period is an option. We’ll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our Business Support Hub provides administration support for all BDO offices across the UK. As a Business Administration Assistant, there will be potential future development to other Administrative roles or Personal Assistant roles supporting partners across the business. Responsibilities will include: Preparing and formatting Powerpoint and Word documents to a high standard ensuring compliance with BDO's brand and CVI guidelines Maintaining client records in the firm’s CMS system Drafting Letters of Engagement and Disengagement Letters Monitoring firmwide mailboxes and distributing emails to the correct person(s) Creating important client packs; accuracy and attention to detail required for printing, scanning, binding client information Providing ad hoc office based assistance Assisting with project work as needed, this might include conducting research, updating spreadsheets, data cleansing, processing bulk updates in firmwide systems, and supporting various administrative tasks When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We’re looking for bright and ambitious minds with: Advanced Powerpoint skills Competent IT skills across other MS Office products Excellent attention to detail A creative approach Proactive ‘Can Do’ attitude Ability to work in a team environment, and remotely Well presented with good written and verbal communication skills Good time management, organisational skills and able to prioritise effectively Capable of using own initiative and taking a flexible approach when required You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to our business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. #LI-RZ1 #TJ-RZ1

Edinburgh - Audit Assistant Manager (Grade 33) - SA Programme 2026

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We’ll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Audit team, you'll receive the support you need to reach your potential. From completing professional qualifications to developing new skills and exploring different learning opportunities, you’ll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We’ll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You’ll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO’s Partners. You’ll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You’ll be someone : With the ability to identify risk matters and raises with a manager and/or partner, while exercising judgement within agreed parameters. Who can identify and understand needs of the Audited Entity, suggest potential solutions on technical matters and communicate and agree the needs and potential solutions with Managers or Partner. Who can build and maintain strong relationships with new and established Audited Entities, identifying opportunities and be a point of contact throughout the year. With experience of conducting rigorous project and financial management on all projects, completing projects within agreed timescales and raising issues in a timely manner. Qualified ACA/ACCA/ICAS or overseas equivalent. Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice, and regulation and compliance, including anti-money laundering. Demonstrable knowledge of current economic and market trends. Experience supervising and coaching junior members of the team. Experience of managing projects. You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to our business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Partnerships Tax Assistant Manager

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We’ll broaden your horizons You will be joining one of the largest partnership tax teams in London. We serve a wide variety of clients within the sector, including professional partnerships such as law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. This role provides an exceptional opportunity for you to develop your technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax advisory, reporting, and compliance services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. We are looking for someone who is willing to get involved, and who is keen to learn and develop – the team will support you in gaining new market knowledge, new skills, and new technical expertise to help build your career. When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We’ll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. In this role you’ll: Have the opportunity to develop client relationships, supported by the team and working with more junior colleagues. Work in a team leading the market in partnerships - your portfolio will include an exciting range of clients across the partnerships space. Have the opportunity to work across clients in the professional partnerships and private equity space, or to focus on your preferred market area – you will have great flexibility to shape your career. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Work with a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services as well as billing and risk management supported by the team. Deal with interesting and varied tax issues, with support from partners and directors. Build you internal networks to support your career development. Be responsible for coaching and developing more junior members of staff. You’ll be someone with: Willingness to learn and develop, with an interest in the private equity and/or professional partnerships sector. Qualified ACA/CTA (or equivalent). Relevant experience in a mixed tax, corporate and/or partnership tax compliance and advisory role, ideally including some experience of dealing with professional partnerships and/or private equity funds and management structures. Ability to work with a client portfolio. * Self-motivated with excellent communication. You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Financial Manager

Service Delivery Executive

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We’ll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients’ affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We’ll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview Join one of BDO’s fastest-growing teams at the heart of our Global Business Services (GBS) division—an agile, high-performing unit within the Business Services and Outsourcing (BSO) stream. GBS partners with some of the world’s most exciting and complex businesses, delivering seamless outsourced accounting, payroll, and compliance solutions across multiple jurisdictions. Our clients span the technology, life sciences, real estate, and financial services sectors, and typically operate with large, multinational footprints. As we continue to scale, we’re looking for a driven and detail-oriented Service Delivery Executive to help elevate the client experience and support our ambitious growth plans. You’ll be joining a thriving team led by a senior leadership group of two Partners and four Directors, all committed to innovation, collaboration, and excellence. This is a hands-on, fast-paced role where you’ll be the linchpin in coordinating service delivery for a portfolio of international clients. You’ll need to juggle multiple priorities, communicate confidently, and work proactively to ensure nothing slips through the cracks. Your ability to build strong relationships and stay one step ahead will be key to your success. Based in our vibrant Bristol office, you’ll be part of a collaborative environment where in-person teamwork is valued—expect to be in the office at least three days a week, working closely with colleagues who are as passionate about client service as you are. You'll be someone with: Client service co-ordination experience, ideally in Professional or Financial Services Experience of working with international clients/businesses Ability to build strong relationships with clients, internal teams and overseas service providers Proactivity and ability to manage and prioritise work * Excellent time management and organisational skills, with experience of balancing multiple deliverables across multiple clients simultaneously You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we’re working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in them. Across the UK thousands of unique minds coming together to help our clients reach their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. #LI-EO1

Talent Acquisition Specialist

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We’ll broaden your horizons Our greatest asset is our people, so our HR team focus on ensuring we are all reaching our potential. They use their specialist expertise to help us attract great talent, enable our employees to succeed and inspire a unified culture of development across our firm. By playing a role in the recruitment and management of our people, they help change lives and influence the future of BDO. Join a driven and passionate team where you can be yourself, while also helping your colleagues to achieve their ambitions. We’ll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. In line with the firm’s ambitious and progressive vision and strategy, resourcing and talent management plays a key role in its delivery. You will act as a Talent Acquisition Specialist to support the firm’s Tax stream - London Tax Group and BDO's northern offices. The role will be based in our Baker Street office. You will be working within a small, tax focused recruitment team, and will have sole responsibility for your own business areas, building relationships with senior level stakeholders and working with them to understand their future business needs. The is an exciting opportunity to not only deliver good people, but also to directly influence strategic and innovative resourcing solutions to attract top talent. In this role you’ll also; Business Thinking Recruit all approved vacancies within the business areas with a key focus on quality of hire, ensuring that the service lines are supplied with the best quality candidates possible. Develop knowledge and understanding of the service line to a sufficiently high level in order to become an ambassador for the employer brand and an expert when representing the department and the firm. Proactively develop and deliver a resourcing strategy for your business area; provide monthly progress updates to the People Manager against the plan. Support on the design, implementation and evaluation of stream and firm wide resourcing projects. Identify potential risks, take steps to mitigate any risk in the recruitment process and align to ISQM1 and FRC requirements. Escalation of non-compliance where applicable. Act as a trusted advisor to key stakeholders and engage with your sourcing advisor, to ensure that the most effective and cost-efficient sourcing strategy is utilised at all times. Provision of progress updates on an agreed basis. Communicating: Keep up-to-date with market trends and provide regular updates to your business areas as appropriate – this includes but is not exclusive to; provision of market intelligence, competitor recruitment activity, salary benchmarking data and resourcing best practice. Provide regular updates to your business stakeholders on all recruitment activity. This includes but is not exclusive to; vacancy updates, referral rates, supplier performance, direct sourcing cost savings and recruitment spend. Making improvement recommendations where applicable. To prepare agendas and chair regular stakeholder meetings, at agreed timescales. Take ownership of documenting outputs and circulating minutes post meeting. To actively utilise all relevant recruitment resources and social media in line with our brand and values to promote career opportunities. This includes use of clear job adverts are used to advertise roles externally and social cards on Linked In. Adapt style when delivering to various levels, methods and audiences Decision Making: Ensure that quality recruitment decisions are made by ensuring all direct candidates are screened and that all candidates are interviewed and assessed, consistently and against the AMP question banks. Be proactive, assess the risks and consider the root cause of issues raised to provide the best solution. Manage priorities appropriately, working with the business \& Resourcing team to ensure time frames and SLA’s are met. To use Workday data and dashboards to support resourcing conversations, provide guidance and make recommendations to support resourcing decisions. Provide expert advice on interview process and structure, whilst continually developing your knowledge of assessment strategies to influence quality of hire. Actively utilise all relevant recruitment resources and social media in line with our brand and values to promote career opportunities to increase the number of direct hires, including the ownership of sourcing and screening such candidates Developing Self \& Others: Provide support and guidance to Resourcing Coordinators \& Sourcing team in the delivery of their role. Provide expert advice on the design and structure of job descriptions, ensuring roles are represented in the a clear, concise and appealing fashion. Provide coaching and support to managers on all areas of the recruitment process. Ensure continuing professional development is up to date at all times. Collaborating Proactively foster relationships and leverage the firms employer brand to build and maintain a continuous pipeline of quality candidates Work in partnership with other areas of HR – reward, benefits and Global Mobility to ensure the best candidate experience from attraction through to on-boarding. Identify and represent the Firm in external networking, recruitment and business events. Organise and lead supplier events across your business areas, to ensure high level engagement from our agencies. Provide support to your colleagues during periods of absence and annual leave. Establish and maintain effective networks and relationships with both internal and external resources/stakeholders to promote and identify referral opportunities Innovating \& Change: Provide robust challenge and innovative solutions to workforce planning. Identify and develop potential improvements on use of both Workday and the recruitment process, to ensure operational efficiency. Proactively monitor the supply chain in your business area and make recommendations for additional support where required. Proactively deal with difficult situations, seeking support as required and use experience to develop self and others. Other Be aware of and comply with the firm’s policies at all times Any other duties appropriate to the grade and level of responsibility of this post, for which the post holder has the necessary experience and/or training Be aware of the firm’s risk management and practice assurance procedures and ensure compliance You'll be someone with: Previous in-house or RPO Tax recruitment experience as a Talent Acquisition Specialist is strongly preferred, other professional services experience will also be of benefit. Excellent communication and negotiating skills, comfortable challenging the status quo and influencing and driving change whilst maintaining strong relationships Outstanding stakeholder management and client focus Good business acumen with proven ability to build rapid credibility Proven ability to collaborate and influence key stakeholders, peers and senior management An independent problem solver who can set priorities, make high quality judgements and decisions quickly and effectively drive outcomes through to completion Up to date with employment law that impacts resourcing and recruitment life cycle Personable and well-presented Able to work under pressure with accuracy and focus Competent at using MS Office applications and Outlook, ideally with a solid grasp of excel Excellent organisational and time management skills Good attention to detail Experience of working within a confidential discipline Proactive and creative problem solver Solutions focussed and managing risks appropriately Collaborative team player and willing to help others as required Take the initiative and work independently whilst demonstrating the ability to build credible and professional working relationships when dealing with people at all levels of seniority Flexible and adaptable style Willingness to travel to other offices when required Demonstrates our firm’s values At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Domestic Payroll Associate

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and highgrowth businesses that fuel the economy - and the owners and management teams that lead them. We’ll broaden your horizons The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS\&O team don’t just advise on their specific business challenges, they open doors for other teams to provide our firm’s wider service offering. To succeed in this agile environment, you’ll need to demonstrate excellent problem-solving skills and initiative. In return, you’ll have the opportunity for progression, and the chance to develop in one of the industry’s most exciting and varied roles. We’ll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview Step into a dynamic role where you’ll take charge of managing a portfolio of client payrolls, handling around 1,000 headcount. Your expertise in PAYE and NIC legislation will be crucial for ensuring precise payroll management. You’ll be entering starters, leavers, benefits, and allowances into the Payroll database, calculating leavers' pay and statutory payments, processing P45 forms, and distributing payslips. Running payroll reports and ensuring timely salary payments will be part of your routine, along with uploading FPS and EPS reports to HMRC. You’ll respond to client queries, handle HMRC correspondence, assist with BACS uploads, and quality check payrolls. Beyond these tasks, you’ll engage in general administrative duties and support Supervisors. Familiarity with our firm’s policies, accurate time recording, and compliance with risk management procedures are expected. Ideally, you’re studying towards a professional qualification or have equivalent experience. Your attention to detail and effective communication with colleagues will be key to your success. You’ll be someone with: Qualification with the CIPP in terms of either a Payroll Technician Certificate or Year 1 of the Foundation Degree in Payroll Management completed, or equivalent, is highly desirable A strong work ethic and willingness to assist other members of the team when required. Able to multi-task and to prioritise payroll workload Good interpersonal, communication and organisational skills * Have a knowledge of changes to legislation which effect payroll You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we’re working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. #LI-EO1

Audit Resourcing Coordinator

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We’ll broaden your horizons Our biggest asset is our people, so our Audit Resourcing Directorate are focused on ensuring we have the right people working together to deliver the best results, whilst providing space for us all to deliver quality work and reach our potential. They use their specialist expertise to ensure we enable our employees to succeed and inspire a unified culture of development across our firm. By playing a role in the recruitment and management of our people, they help change lives and influence the future of BDO. Join a driven and passionate team where you can be yourself, while also helping your colleagues to achieve their ambitions. We’ll help you succeed Resource teams are the heartbeat of our firm. They know what is going on in the ground, they know where we are headed and they can drive us forward to deliver our strategy. In this role you will focus on the allocation and prioritisation of resourcing needs for your area including editing resourcing requests from multiple stakeholders across the business. The role will include regular tasks to be carried out as well as project work and ad hoc requests. The role is an important part of the business to provide an efficient, effective and professional resourcing coordination for the team. The resourcing team are responsible for not just ensuring optimum resource allocation and utilisation but also providing timely and accurate management information to various stakeholders by identifying shortfalls, booking clashes and inefficiencies to help in contingency planning and risk mitigation. This is an important role in the firm as it enables us to appropriately resource the projects required to deliver a quality audit project and exceptional client service. Your main duties will involve but not be limited to: Use of our resource planner, Dayshape, to book trainees to jobs / study leave / college / training courses / holiday etc Becoming the change agents for Dayshape roll out and be the first port of call for any business queries Building effective relationships with the central resourcing team and the Project Managers to understand the needs in respect of resourcing for assignments Acting as a point of contact for the trainees, working with them to ensure allocation to jobs that support their objectives and career development Working closely with the Professional Qualifications team to ensure a clear understanding of the professional qualification requirements Familiarisation with the trainees’ professional qualification pathways so that these are considered when allocating resource Working with People Managers and Resourcing Manager to support any performance issues, and notifying them if there are any issues or concerns related to staff and trainees Working with Resourcing Manager to closely monitor metrics such as utilisation, budget completion, data accuracy Owning and ensuring adoption of all resourcing policies in your area of remit Identifying and introducing processes in order to maximise efficiencies in resource planning across the business unit Identifying solutions to manage resourcing conflicts/clashes effectively, liaising with the relevant managers in a timely manner Supporting the business with absence approval, if applicable (eg holiday, sickness, TOIL, and study leave) You’ll be someone with: Experience in resource planning and management processes is an nice to have experience but desire to learn / work with people is key Experience with managing multiple stakeholders at different levels Intermediate IT skills (MS Outlook, Word, PowerPoint \& Excel) Excellent communication skills, both verbal and written Proven ability to operate under pressure with conflicting priorities, tight deadlines and demanding stakeholder needs Ability to interpret and analyse MI and data to identify and solve problems We’re in it together Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. We’re looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

BDO Wave - Audit Manager, Durban

The Audit Manager oversees and ensures that the project runs efficiently and profitably from inception to sign-off by managing all the relevant stakeholders in accordance with the Firm's policies and procedures. The Audit Manager will be responsible to the engagement manager / partner for the day-to-day work contact, conduct of the audit work and for ensuring that the fieldwork is executed within the required time frame. You will further the Engagement Partner with clients' commercial management and business development initiatives. Minimum requirements: Qualified CA(SA) registered with SAICA 4+ years of post-article experience Full IFRS practical audit experience PCAOB experience Preferred requirements: Independent review experience Competencies Ability to handle and manage stress Ability to meet tight deadlines and work well under pressure Excellent command of English, both written and spoken Excellent communication skills Excellent interpersonal skills for internal and external stakeholder relationship management Flexible in terms of working hours when required Supervisory experience Must be able to work on your own Project management skills Quality and detail oriented Roles \& Responsibilities Assist with an admin oversight role for large audit teams Completion/Reviewing of execution on sections (normally the significant risk or complex sections) Completion/Reviewing of analytical reviews on an overall entity basis as well as on specific sections Completion/Reviewing of planning and finalization Compiling of technical memos Review of technical memos Review of specific SEC reporting documents Managing a team Manages time and is held accountable for productivity Frequent communication with the audit manager or partner Regular online training is required to ensure US legislation-compliant

Workforce Excellence Specialist, National Tax Operations

Job Summary: The Workforce Excellence Specialist, National Tax Operations (NTO) is responsible for overseeing the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. The Workforce Excellence Specialist, National Tax Operations, partners with Regional Tax leadership and National counterparts. The Workforce Excellence Specialist, National Tax Operations will successfully drive processes and improvement across the disciplines to achieve significant impact. The individual should have experience in the delivery of high impact projects. The Workforce Excellence Specialist, National Tax Operations works at all levels of the organization to take challenging, ambiguous, or visionary concepts, and turn them into well scoped projects and deliver successful process improvement results in a time efficient manner. The Workforce Excellence Specialist, National Tax Operations should possess knowledge of resource allocation and ideally have experience in a similar industry. Job Duties: Optimizes utilization across the assigned practitioner population by making staffing decisions in support of the deployment strategy for the business or practice area Leads all activities related to resource planning and allocation ensuring staff are assigned to projects in a timely manner based on their skills, previous experience, availability, and project budget Drives effective and holistic staffing strategies that ensure efficiency in the firm’s professional services utilization; emphasis on providing consistent, positive customer experience, operational efficiency, and process excellence Identifies opportunities to optimize resourcing, drives process changes, and implements best practices regionally; leads, supports, or champions initiatives (as needed) with a focus on effective workload balancing, scheduling, and professional development Supports the execution of the operational strategy, objectives, KPIs, and roadmap for Tax Serves as a trusted advisor to tax leaders, collaborating to identify issues and execute action plans as well as make recommendations for targeted hiring of professionals with project-appropriate qualifications Supports project managers in ongoing efforts including remedies addressing employee overutilization, uneven workload, or overtime such as reallocating resources, adjusting goals or requirements, or assigning new people to the team. Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing bench but are also opportunistic for staff development Proactively reviews staffing data for assigned population and develops meaningful insights on trends, forecast, opportunities for improvement, and areas of concern Leverages automation and reporting platforms to provide visualizations and to promote transparency in resource skills and scheduling Collaboratively engages with various counterparts to encourage resource sharing across markets, geos, etc. Reviews and monitors reports, including but not limited to utilization reporting, pipeline, solution specific reporting, and backlog Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Associate’s degree, required; AND two (2) or more years of experience in Business Administration, Operations Management, or Accounting, required; OR High School Diploma/GED AND four (4) more years of experience in Business Administration, Operations Management, or Accounting, required Experience: Experience in drafting and creating effective internal and external written communication, required Resource management experience in a professional services firm (i.e., public accounting, law firm, etc.), preferred Experience in developing, implementing, and maintaining tax processes, preferred Experience in collecting, analyzing, and reporting metrics, preferred License/Certifications: PMP Certification, preferred Software: High proficiency in the use of Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities, preferred Proficiency with PowerBI, preferred Proficiency with Smartsheet, preferred Proficiency with PeopleSoft and OneStream, or experience with similar corporate management software, preferred Other Knowledge, Skills \& Abilities: Strong critical thinking, analysis, and problem-solving skills Strong conflict resolution skills, including the abilities to negotiate and influence others Strong metrics-focus with the ability to use analytics to solve problems and develop solutions Strong written and verbal communication skills Ability to manage and resolve complex and sensitive situations Ability to work both independently and collaboratively with large teams Ability to manage upwards and drive results Ability to lead multiple, high-profile, and complex projects with various top-level stakeholders Ability to maintain confidentiality while balancing the needs of the business Ability to build rapport and gain trust with all levels of personnel at BDO Analytical and diagnostic skills Ability to successfully multi-task while working independently or within a group environment Able to work within a deadline-driven environment Solid organizational skills with the ability to meet project deadlines with a focus on details and quality Ability to adapt communication style to successfully convey messages and objectives to a diverse audience Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $75,000 - $90,000 Maryland Range: $75,000 - $90,000 NYC/Long Island/Westchester Range: $75,000 - $90,000 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits\ offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more!

Analyst - IT Audit

Job description for an Analyst The Analyst will be joining an exciting new Financial Services Technology division within BDO and should be able to identify key IT risks related to financial reporting and thereafter key controls in order to develop innovative audit solutions. These solutions cater to the specific IT risks facing businesses within the Financial Services, in addition to new IT risks, which are emerging as a result of exponential technologies such as machine learning, Artificial Intelligence (AI) and robotics. • Information Technology General Controls Testing. • Application Controls Testing. • Analyse information systems data to assess the accuracy, completeness, and timeliness of transaction processing. • Ability to develop an adequate understanding of client’s businesses and identifying Risks and Controls. • Maintaining a relationship with the financial audit team and keeping them up to date on the progress of work. • Mentoring and coaching first and second years. • Providing status updates to the manager on the project. • Performing Computer Assisted Audit Techniques (CAATS), where necessary and as part of IT audits. • Be knowledgeable on using data analytics tool such as IDEA. • Having reasonable understanding of IT risk management, IT governance concepts, best practice frameworks. • Participate in proposal development as and when required. • Participate in training efforts. • COBIT, ITIL, ISO27001-2 and other models is advantageous. Qualifications: • Bcom Internal Audit, Bcom Information Systems/Informatics • Bsc Computer Science • BA Information Management • The Ideal candidate should be studying toward or wanting to study toward a Certified Information Systems Auditor (CISA) qualification Experience: • 1-3 years working experience in Internal Audit, IT Audit, IT Advisory or Forensics. • The candidate should have experience working at clients in the Financial Services Industry. Competencies: • Verbal/written communication and negotiation skills • Willingness to learn • Knowledge of the Financial Services Industry. • Emotional intelligence • Commitment to continuous development • Socially aware and able to work as part of a diverse team • Client focus • Ability to plan, organise and control

Assistant Manager Corporate Tax Consulting

BDO has a vacancy for an Assistant Manager within the Corporate Tax Consulting business unit. The successful candidate will be reporting to the Head of Corporate Tax Consulting and will inter alia be responsible for: • Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical tax competence and client service in line with BDO values. • Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of income tax and corporate law. • Preparing and/or reviewing income tax and deferred tax computations. • Reviewing tax computations for the audit department. • Drafting technically correct opinions and reports for review and reviewing tax opinions and advice to be provided to clients and the audit department. • Gathering information from different sources by using effective research tools. • Assisting with the research and preparation of proposals. • Identifying income tax issues arising at clients and use various tools and techniques to provide suggestions on how to solve them. • Adapting to a changing work environment and accommodate changing client demands. • Liaising with audit partners and audit staff with regards to tax issues. • Liaising with SARS. • Visiting clients to remediate tax issues and assisting clients with SARS audit and queries. • Managing and maintaining client relationships. • Preparing and managing budgets, debtors and monthly invoices. • Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff. • Managing subordinates in the corporate tax consulting team. Qualifications: • LLB degree with postgraduate tax qualification and CA(SA). Professional designation: • SAICA and/or SAIT. Experience: • Minimum of 4 to 5 years’ experience as a Corporate Tax consultant. • Experience working with and interpreting financial accounting records. Competencies: • Excellent writing skills • Excellent communication skills • Leadership and supervising skills • Working with people • Adherence to principles and values • Relating and Networking skills • Analytical skills • Leaning and researching skills • Planning and organisational skills • Delivering results and meeting customer expectations • Adapting and responding to change • Entrepreneurial and commercial thinking