Global Employer Services Managing Director-Actuarial Services

Job Summary

JOB DESCRIPTION

A Global Employer Services (GES) Managing Director in our group is responsible for working with partners to ensure successful operations and financial growth of the group. This position will work closely with the Compensation and Benefits team. The GES Managing Director is charged with marketing the company’s actuarial products and services. This position oversees the delivery of actuarial services and completing annual activities for clients.

Job Duties

• Essential Duties/Functions
• Provides direction and oversight to aspects of actuarial services provided to clients
• Works collaboratively with the partner to meet company financial goals
• Prepares white papers and articles to showcase expertise and promote the practice
• Interviews executives and board directors to provide context for project recommendations
• Leads marketing and business development initiatives
• Develops team policies, procedures and service delivery standards
• Directs technology and systems used by employees in providing services
• Recruits, manages and trains staff
• Strives to improve the quality and consistency of product offering
• Participates in special projects and represents team initiatives
• Maintains attendance, punctuality standards, and professional appearance
• Manages relationships and the delivery of actuarial services for key client accounts
• Reviews client invoices for completeness and accuracy
• Demonstrates an understanding of specifically assigned clients and their plan(s)
• Introduces and develops new or improved ideas to improve the Firm or Firm personnel
• Consistently makes suggestions as to how previous work products or approaches can be improved
• Experiments and develops promising new strategies and ideas
• Presents complex strategies to clients and prospective clients
• Other Duties as required

Supervisory Responsibilities

• Supervises the day-to-day workload of tax GES Managers and staff on assigned engagements, and reviews work product
• Ensures tax GES Managers and staff are trained on all relevant tax software
• Evaluates the performance of tax GES Managers and staff, and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for tax GES Managers and staff
• Acts as a Career Advisor to tax GES Managers and staff, as appropriate

Education

Qualifications, Knowledge, Skills and Abilities:

• Bachelor's degree in Accounting, Business Administration, required
• Master's degree in Accounting, Business Administration, or other relevant field, preferred

Experience

• Ten (10) or more years of prior experience in Actuarial services, required

License/Certifications

• Enrolled Actuary preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Access, Excel and Word, required
• Exposure to industry standard tax applications and research tools such as RIA, CCH, BNA and Lexis-Nexis, required

Language

• High proficiency in English, both verbal and written (including technical writing skills)

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills, specifically tax technical writing skills
• Solid organizational skills and ability to meet project deadlines with a focus on details
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of building and maintaining strong relationships with client personnel
• Ability to successfully interact with professionals at all levels
• Capable of effectively completing interpretations of legal documents
• Advanced skills in Excel including macros, pivot tables, database and time value functions
• Intermediate to advanced skills in Access

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: $157,500 - $420,000

Maryland Range: $157,500 - $420,000

NYC/Long Island/Westchester Range: $157,500 - $420,000

Washington DC Range: $157,500 - $420,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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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"