Assurance Director - Asset Management & Financial Services (Stamford)

Job Summary:The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These additional responsibilities are conferred only as outlined above. This senior role recognizes the person as an expert of great long-term value to the firm.Job Duties:Business Acumen:Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by:Ability to understand core business operations/structure of various businessesDemonstrates advanced knowledge of business issues, trends and industry economicsIdentifies and discusses key financial and non-financial performance measuresDemonstrates ease with client communicationsTechnical Roles a Director may perform:When functioning as Engagement Director:May also be, but not required to be, a Client Service Engagement Director. In this capacity, may sign audit review and compilation reports related to these engagements, as well as engagement letters and other correspondenceWritten pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignmentThe Director must demonstrate the requisite industry experience necessary for the specified engagementThe engagement must be not designated as requiring an IQCR Review in accordance with the BDO Assurance Manual and may not be associated with or expected to be associated in the foreseeable future, which is generally a two-year horizon, with a public company.The final review of only the financial statements and MRC must be performed by an Assurance Partner. When functioning as Concurring Reviewer where the engagement is sensitive but non-public:Written pre-approval must be obtained from the Practice Region RTD and RBLL and the Practice Office OBLL. The Director must demonstrate the requisite industry experience necessary to serve as a concurring reviewer for the specified engagementThe engagement may not be associated with or expected to be associated in the foreseeable future, which is generally a two-year horizon, with a public company.When serving as a concurring reviewer, the Assurance Director should not have worked on the engagement in another capacity for the prior two-year period, and is prohibited from performing work on the engagement in other capacitiesGAAP:Has an advanced knowledge of governing principles, applying those principles to client transactions, and documenting and communicating an understanding of these principles as evidenced by:Advanced technical knowledge in one or more areas of GAAPControl Environment:Has a general understanding of the collective effect of various factors on establishing, enhancing, or mitigating the effectiveness of specific policies and procedures as evidenced by:Ability to identify critical and control pointsAbility to document and validate internal control systemAbility to assess effectiveness of internal control systemAbility to make constructive suggestions to improve client internal controls and accounting proceduresGAAS:Has an advanced knowledge of professional standards, application of the principles contained in professional standards as evidenced by: An ability/experience teaching others GAAS procedures and providing guidance to others and affirms conclusions made by othersOther duties as requiredSupervisory Responsibilities:Review work prepared by associates, senior associates, and managers, and provide review comments as appropriateAct as a Career Advisor to associates, senior associates, and managers as assignedProvide verbal and written performance reviews to associates, senior associates, and managersQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferredMaster’s degree in Accountancy, preferred Experience:Eight (8) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior significant supervisory experience, requiredIndustry expertise in one or more assurance specialty, preferredLicense/Certifications:Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO’s Assurance Licensing Policy, required If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software:Proficient with the Microsoft Office Suite, preferredExperience with assurance applications and research tools, preferredLanguage:N/AOther Knowledge, Skills & Abilities:Ability to supervise managers, seniors and staff, as the situation dictates, motivate teamPossess strong GAAP and GAAS technical skills and knowledge with possible industry expertise in a specialized and technical field of assuranceAdvanced knowledge of SEC reporting rules, if required by specializationPossess people development and delegation skills, including training/instructionPossess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clientsPossess excellent risk management decision-making skillsAble to function as Engagement Director on certain engagements as set forth by specific policyGet involved with other areas of practiceIndividual 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.California Range: $180,000 - $265,000Colorado Range: $140,000 - $200,000Illinois Range: $180,000 - $225,000Maryland Range: $165,000 - $250,000Massachusetts Range: $180,000 - $210,000Minnesota Range: $135,000 - $185,000New Jersey Range: $210,000 - $240,000NYC/Long Island/Westchester Range: $165,000 - $275,000Ohio Range: $165,000 - $210,000Washington Range: $150,000 - $220,000Washington DC Range: $165,000 - $250,000Join 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 clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO 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/vetsClick here to find out more!Full timePosting Date: 2026-03-16