Financial Services Assistant
3 weeks ago
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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