Assurance Associate, Asset Management - October 2025 (Boston)

Full-time - Entry Level

Boston, MA

About the position

The Assurance Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also be involved in reviews and agreed-upon procedure engagements. The Assurance Associate will be expected to travel, as needed, to meet firm and client needs.

Responsibilities

• Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures.
• Identifies and considers all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team.
• Makes constructive suggestions to improve client internal controls and accounting procedures.
• Documents and validates the operating effectiveness of the clients' internal control system.
• Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles.
• Provides support of conclusions with authoritative literature.
• Drafts basic sets of financial statements with disclosures.
• Researches intermediate areas of accounting and forms an initial opinion on the correct treatment independently.
• Develops and applies an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals.
• Applies auditing theory to various client situations.
• Documents in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals.
• Applies knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence.
• Contributes ideas/opinions to the engagement teams.
• Completes all appropriate documentation of BDO work papers.
• Ensures assigned work is performed in accordance with BDO methodology and requirements.
• Researches basic and intermediate accounting topics and forms an initial opinion on the treatment independently.
• Performs other duties as required.

Requirements

• Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required.
• Eligible to sit for the CPA exams upon starting employment, required.
• Proficient with the Microsoft Office Suite, required.

Nice-to-haves

• Master's in Accountancy, preferred.
• Leadership experience, preferred.
• Accounting based internship, preferred.
• Actively pursuing completion of CPA exams, preferred.
• Strong written and verbal communication skills.
• Ability to follow instructions as directed.
• Ability to work effectively in a team setting.
• Takes appropriate actions without being asked.
• Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company.