Global Employer Services Managing Director-Actuarial Services

BDO USA • Cleveland, OH

1d

About The Position

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.

Requirements

• Bachelor's degree in Accounting, Business Administration, required
• Ten (10) or more years of prior experience in Actuarial services, required
• 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
• High proficiency in English, both verbal and written (including technical writing skills)
• 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

Nice To Haves

• Master's degree in Accounting, Business Administration, or other relevant field, preferred
• Enrolled Actuary preferred

Responsibilities

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager