Financial Services Assistant

3 weeks ago


Norfolk, Virginia, United States BDO Global Full time
Job Title: Financial Services Assistant

About the Role: We are seeking a detail-oriented Financial Services Assistant to support our tax department. As a key team member, you will assist in organizing and preparing client tax data to ensure accurate and timely completion of business and individual tax returns.

Salary: The estimated salary range for this position is between $45,000 and $90,000 depending on the location. In California, the range is $35,000 - $63,000, while in Colorado it's $39,000 - $49,000, Maryland $41,000 - $57,000, NYC/Long Island/Westcher $50,000 - $98,000, Washington $35,000 - $63,000, and Washington DC $45,000 - $70,000.

Key Responsibilities:

  • Assist in planning and executing projects related to tax and consulting processes and procedures.
  • Monitor and ensure compliance with all Firm policies, standards, and the BDO Tax Quality Manual (TQM).
  • Utilize the Contact Resource Management system to manage client information.
  • Conduct research on public information as needed.
  • Perform administrative tasks related to billing and account management.
  • Collaborate with the team to optimize the use of Firm's compliance software.
  • Meet deadlines to deliver quality results within the expected timeframe.
  • Verify completeness of tax returns by identifying any missing items.

Requirements:

  • A bachelor's degree is preferred.
  • A minimum of three years of experience working in a professional services firm is required.
  • Strong proficiency in Microsoft Office Suite is necessary.


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