Director Ria Firm Jobs in Ohio (NOW HIRING)

Job Summary:
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

Qualifications, Knowledge, Skills and Abilities:
Education:

• 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
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
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