National Senior Associate, Independence- Premier Private Equity

Job Description

National Senior Associate, Independence – Premier Private Equity (PE) Support joins a Manager and Director who together support the firm’s independence with respect to its Premier Private Equity (PE) client relationships. The Senior Associate works closely with the Lead Relationship Principals (LRPs) and engagement teams from all business lines on the firm’s Premier PE accounts, identifying the specific funds and portfolio companies that BDO is required to be independent from, evaluating the service opportunities notified by pursuit teams from all BDO network firms from an independence compliance perspective, and providing accurate, relevant, and timely advice.

The individual in this role also evaluates BDO’s existing relationships, national and international, with the PE client’s acquisitions and portfolio company add-ons and identifies whether any action is necessary to maintain the firm’s independence.

• Establishes and maintains a detailed knowledge of BDO’s attest relationships with the PE client by gathering, analyzing, and checking relevant information
• Determines the affiliates of the attest clients, in accordance with the applicable independence standard, and updates this analysis regularly
• Evaluates new engagement opportunities, and the impact of acquisitions and add-ons on existing client relationships under the applicable independence standard and BDO policy and identifies potential conflicts
• Helps to resolve any instances of apparent non-compliance with the applicable independence standard/policy or discrepancies between the team’s data for the PE group and other sources of relevant information
• Contributes to the documentation and cross-referencing of work done and decisions made by the Premier PE Support team
• Develops effective working relationships with the LRPs, engagement teams, Private Equity Conflict Checking team, the BDO Rise team and key individuals/teams in other BDO firms
• Other duties as required

• Bachelor’s degree, required, with a focus in Accounting or Business, preferred

• Two (2) or more years of experience in a public accounting firm, required
• Experience with the AICPA and/or SEC/PCAOB independence/ethics rules, preferred
• Experience working internationally and across multiple disciplines, preferred

• CPA license, preferred

• Advanced level of proficiency in Microsoft Office Suite, required

• Critical thinking skills and a willingness to learn
• Ability to pay attention to details
• Ability to learn quickly from multiple sources and adapt to new tools and technologies
• Able to have a proactive approach to problem-solving and collaboration
• Ability to work in a commercial, deadline‑driven environment, independently and in coordination with other professionals
• Commitment to maintaining impeccable ethical standards
• Excellent interpersonal skills, with the ability to work with diverse personalities in a tactful and mature manner
• Excellent written and verbal communication skills

• National Range: $85,000 - $95,000
• Maryland Range: $85,000 - $95,000
• NYC/Long Island/Westchester Range: $85,000 - $95,000

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…