BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities. Our professionals are from a variety of multidisciplinary backgrounds, allowing us to d...
Description
- The Resourcing Coordinator is responsible for supporting the effective allocation and scheduling of audit professionals across client engagements. This role ensures that the right people are deployed to the right jobs at the right time, balancing business needs, individual development, and operational efficiency.
- You will play a key role in maintaining accurate resource plans, managing day-to-day bookings, and ensuring Dayshape (BDO’s resource allocation system) is always up to date.
Requirements
Key Responsibilities
Resource Planning & Scheduling
- Manage day-to-day staff bookings within Dayshape, including job allocations, stocktakes, training, study, and leave
- Develop and understand trainee curriculum pathway requirements and ensure appropriately scheduled
- Ensure Dayshape is accurate to support effective workforce planning and forward resource management, typically 12 months in advance
- Develop knowledge and skills in the use of Dayshape to ensure efficient resource allocation and timesaving techniques
- Support allocation of staff based on availability, skills, grade, and development needs and maximising utilisation of the team
- Assist with staff onboarding and offboarding processes, ensuring Dayshape planning boards accurately reflect start and leave dates, training requirements, job allocations and availability
- Develop commercial awareness, including understanding utilisation and budget considerations
- Identify resourcing gaps, clashes, and over/under-utilisation of people
- Supporting timecard management to ensure timely and accurate submission for the business unit.
Stakeholder Management
- Act as a first point of contact for resourcing queries from trainees
- Build strong relationships with engagement managers to support successful and effective resource planning
- Support the UK Resource Manager to manage the business unit’s KPI’s
- Collaborate with the national resourcing team to facilitate cross-stream resource sharing, improving utilisation and efficiency.
Workforce Coordination & Administration
- Manage holiday, sickness, and absence recording in line with firm policies
- Work closely with professional qualification teams to align resource schedules with study and training plans
Skills & Experience
Essential
- Strong organisational and time management skills
- Excellent attention to detail and ability to manage multiple priorities
- Confident communicator with the ability to work across different stakeholder levels
- Strong problem-solving skills with a proactive mindset
- Comfortable working with systems and data, with experience of Microsoft Office - Word and Excel
Desirable
- Experience in resourcing, scheduling, or operations role
- Experience within professional services or audit environment
- Familiarity with resource management tools (eg, Dayshape, Retain)
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Role purpose:
- The Trust Specialist is responsible for managing an allocated portfolio of trusts and providing trustees with professional, accurate and responsive trust administration support.
- The role covers the full trust administration process, including client onboarding, governance, compliance, trustee meetings, resolutions, beneficial ownership, banking support, financial and tax coordination, Master’s Office submissions, annual administration and invoicing.
- The Trust Specialist supports the trustees in meeting their responsibilities under the trust deed and the Trust Property Control Act. All fiduciary decisions and legal duties remain with the formally appointed trustees.
Responsibilities will include the following:
- Managing an allocated portfolio of Trusts
- Attending to all aspects of trust administration in accordance with the trust deed and the Trust Property Control Act, including client onboarding, annual administration, governance, compliance and recordkeeping;
- Reviewing trust deeds and Letters of Authority, and maintaining accurate trustee, beneficiary, beneficial ownership, FICA;
- Preparing trustee resolutions, meeting agendas and minutes, maintaining asset information, and coordinating annual financial statements, tax, banking and investment requirements;
- Preparing and coordinating trustee appointments, resignations, removals, trust amendments and deregistrations, and attending to queries from the Master of the High Court;
- Monitoring annual and statutory deadlines, compliance matters, and escalating any legal, tax, governance or risk concerns;
- Invoicing
- Effectively communicating with trustees, beneficiaries, clients and internal and external stakeholders.
Requirements
You will be required to have:
- +/- 5 years experience in trust administration, fiduciary environment
- Advanced Diploma in Estates and Trust Administration would be an advantage
- A good working knowledge of the Trust Property Control Act, FICA, beneficial ownership and Master of the High Court processes
- Membership of FISA or STEP, or progress towards a relevant fiduciary qualification
This position will require somebody with the following competencies:
- Strong organisational skills
- Time management ability
- Client Relationship focused with good communication skills
- Strong attention to detail and analytical ability
- Task driven, proactive and solution focused
- Structured and able to work independently and as part of a team
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Description
- The KYC Research Assistant will join the KYC Research Support team within BDO’s Shared Service Centre (SSC) Internal Compliance Area, based in Liverpool City Centre. This will be a challenging and rewarding role where you will be involved in the administration of the firm’s Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements.
- You will be responsible for compiling high‑quality new client research packs to support the firm. The role focuses on gathering, analysing, and summarising company and individual data from multiple trusted sources to support Know Your Client (KYC) requirements.
Requirements
Education & Skills
Minimum requirements:
- A completed Bachelor’s Degree, ideally in a social science discipline which includes: History ; Criminology/Law ; Psychology, etc.
Competencies
- Critical thinking & problem solving
- Research proficiency
- Professional communication
- Attention to detail
- Time management
- Ethical decision‑making
- Strong working knowledge of MS Office including Excel, Outlook, PowerPoint, internet research etc.
Roles & Responsibilities:
This will be a challenging and rewarding role, where you will specifically be involved in:
- Complete relevant tasks dictated by project team via ServiceNow request ticket. Inclusive of but not limited to, creation of ownership structure, open-source research, PEP and sanction checks and creation of corporate trees for conflict check purposes.
- Ad-hoc projects – Support with delivery and also take ownership of projects for additional research on prospective and existing clients.
- Provide support to the firm’s Money Laundering Reporting Officer (MLRO) and Economic Crime Team.
- Administration support: Providing relevant documentation that is suitable for client onboarding and supporting the project teams understanding of their client.
- Ensuring all high-risk elements are clearly presented and evidenced.
- Taking necessary steps to inform the firm’s Money Laundering Reporting Officer (MLRO) and Economic Crime Team when required.
Coaching:
- Collaborate with Senior Assistant team members to ensure understanding of firms current AML guidance.
- Supporting peers in an office environment as well as via the team queries channel.
- Demonstrate and lead promotion of best practice.
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Description
- We are recruiting an Agile Personal Assistant based in our Business Support Hub (BSH), which is part of our wider National Business Support (NBS) stream. The Business Support Hub provides administrative assistance across BDO nationally, supporting our external facing teams as well as our Practice Management Departments (PMDs). The BSH and Agile PA team perform various tasks on behalf of these teams, allowing our external facing teams to focus on delivering exceptional client service.
- The National Business Support Stream is a collaborative community of c330 business support professionals across the firm, working in our 17 Hubs and infrastructure departments. Made up of PAs, Senior PAs, Executive Assistants, Operations Managers, Receptionists, and Administrators, we offer access to career development, learning opportunities, coaching and mentoring. Our aim is to ‘work smarter and creatively’ driving consistencies and ‘working better together’ by sharing best practice and knowledge.
Requirements
The Agile PA (Grade 130) role will be challenging and rewarding. You will work as part of a team of Agile PAs to offer dedicated and ad hoc PA cover, which will vary according to the area of the business. Core responsibilities will include:
- High quality PA cover to key stakeholders (partners and directors) and act as a trusted point of contact and support, capable of building relationships and making independent decisions within limits of authority.
- Diary and inbox management - Monitor e-mails/meeting invitations of Partner(s)/Director(s) and reply on their behalf when needed
- Co-ordinate events including liaising with delegates, booking meeting rooms and arranging refreshments/equipment as necessary
- Co-ordinate business travel via our internal Travel Team
- Liaison with meeting attendees regarding presentations and reports
- Document production
- Liaising with senior stakeholders, both internally and externally
- Completion of expense reports
- Provide an exceptional client experience
- Be responsive and help to create a positive impression of the business support function
- Deal with routine enquiries and taking appropriate messages
- General administrative assistance
- Taking on small ad-hoc projects
- Minute taking
Technical Knowledge
- To have previous experience working in a PA role
- Intermediate to advanced level of MS office skills
- Fast accurate typing skills
- Excellent communication skills
- Basic project and event management experience
- To either have previous experience in, or ability to learn the following systems:
- Workday
- CMS
- Microsoft Office products such as SharePoint, Teams, Yammer etc.
- Professional practice experience or similar is an advantage
Person Specification
- Forward thinking and creative
- Ability to manage / prioritise tasks
- Has a flexible and adaptable attitude, able to adjust quickly when priorities change
- Ability to readily understand the Firm’s environment, structure and culture
- Works on own initiative, is discreet and highly organised
- Proactively identifies and evaluates problems and demonstrates the ability to approach and tackle problems effectively
- A strong communicator at all levels within the Firm – can produce detailed handover notes
- Work on own initiative and be self-motivated
- Ability to pay attention to detail
- Awareness of BDO Brand, layout of documents etc
- Ability to adhere to strict deadlines
- Proactive in driving things forward
- Ability to see things through from start to finish and staying on top of do to lists
Preferred Qualifications
- Experience in professional services, financial services, or other regulated industries will be a strong advantage.
- MS Office
Experience
- A minimum of 2 years’ experience as a Personal Assistant
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Description
The firm is looking to recruit a Finance Support - Team Leader (Billing Associate grade 050) to support BDO’s Shared Service centre (SSC). This team is one of several Hubs within BDO’s rapidly growing SSC. SSC team members work internally within the business providing support to overall Resourcing team.
- Responsible for delivery of our client billing, invoicing and WIP clearance activity
- To provide support for the overall finance support services, to ensure the needs of internal customers and SLAs are met. To develop as a subject matter expert, and lead the SSC finance and billing support team.
Requirements
Responsibilities:
Management
- Escalation point for team members
- Collaborate with the SSC and central finance teams to maximise usage of the services in order to increase efficiencies and streamline processes
- Ensure the team are delivering against SLAs
- Manage and supervise a team, ensuring effective and efficient performance standards are adhered to and improved upon through a coaching mentality
- Manage and take ownership for performance, acting as the lead to continually improve the development of the team team through a culture of regular feedback, coaching, learning and support
- Manage all aspects of the team, including HR related activity
- Provide additional cover when required for other teams within the hub
Business Thinking
- Build relationships with key stakeholders to maintain a good working knowledge of your business area, including the Business Support Forum and make recommendations for service improvement
- Actively champion the approach for firm wide and local initiatives, supporting on the design, implementation, and evaluation of firm wide finance projects
Communicating
- Act as the first point of contact for all billing and WIP management queries for designated services line
- Ensure that business stakeholders receive regular and timely updates on the status of requested actions for bills, invoices and associated activities
Decision Making
- Be proactive, assess the risks and consider the root cause of issues raised to provide the best solution
- Manage priorities appropriately to ensure agreed timeframes are met
- Manage the workflow and service now elements of ticketing, and ensure timely responses to all queries
Developing Self and Others
- Proactively identify opportunities to offer initiatives for improvement.
- Build on relationships with our key stakeholders to keep up to date with business and market trends and changes.
- Provide support and guidance to business stakeholders in the delivery of their role
Collaborating
- Identify and represent the Firm in internal networking and business events
- Liaise with the SSC Management team and Central Finance teams to keep up to date, and provide updates to the business where required
Innovating & Change
- Identify and develop potential improvements on use of the finance systems to ensure the most efficient processes at all times
- Proactively deal with difficult situations, seeking support as required and use experience to develop self and others
Requirements:
TECHNICAL KNOWLEDGE
- Experience of working in a large, complex organisation - professional services or finance preferred
- People management experience required
- Experience in dealing with and influencing a variety of stakeholders
- Sound knowledge of Microsoft Office (Excel, Word, Outlook and PowerPoint)
- Good professional communication skills; written and verbal
BEHAVIOURS & ATTITUDE
- Focus on excellent client and candidate service
- High level of attention to detail and accuracy
- Proactive approach and able to prioritise high volumes of work
- Be an advocate for BDO, role modelling the culture and values
- Be an independent problem solver who can set priorities, make high quality judgements and effectively drive outcomes through to completion
- Continually look for self-improvement opportunities, looking for new ways to grow knowledge and skill set for personal development
- Be a conscientious individual who promotes diversity and understands the importance of treating people with fairness and respect. Adapt style when delivering to various levels, methods, and audiences
Desirable
- Significant recruitment administration experience gained from either agency, or a combination of agency and in-house
- Significant experience in onboarding processes for Experienced Hire candidates
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Description
- You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.
You will be:
Supporting the SSC Finance Support team with administrative tasks including, but not limited to the below points.
- Have an open line of communication with stakeholders.
- Processing invoices and bills on behalf of client teams
- Completing changes and amendments to bills and invoices
- Clearing down WIP from the fiancé systems
- Processing purchase orders on behalf of stakeholders within the wider Firm,
- Able to adapt and succeed with new technology, requirements.
Requirements:
- Administrative experience
- Competent IT skills including knowledge of MS Office products
- Good attention to detail
- Ability to work in a team environment, and remotely when required
- Proactive ‘Can Do’ attitude
- Well presented with good written and verbal communication skills
- Good time management, organisational skills and able to prioritise effectively
- Capable of using own initiative and taking a flexible approach when required
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Description
- The Financial Interest Analyst process supports the firm's ethics and independence monitoring programme by conducting first-line compliance reviews of partners' and employees' financial interests. The role is responsible for reviewing supporting documentation, identifying potential independence concerns, maintaining accurate records, and ensuring reviews are completed in accordance with regulatory and firm requirements. The individual will work closely with senior team members in the UK who will perform secondary reviews and make final decisions on potential breaches.
Requirements
Key Responsibilities
- Conduct first reviews of financial interest submissions received through the Financial Interest Review system.
- Review investment documentation against the firm's Prohibited Entities List (PEL) and the BDO Investment Tracking System (BITS) records.
- Verify that submitted documentation agrees to declarations made by the individual under review.
- Identify discrepancies, incomplete submissions and potential independence issues and follow up with individuals to obtain missing information.
- Complete quality review checklists and maintain clear working paper documentation to support conclusions reached.
- Record findings, actions taken and matters requiring further consideration by the secondary reviewer.
- Track overdue reviews and support escalation procedures in accordance with established processes.
- Monitor and follow up on required updates to investments held within BITS.
- Assist with monthly monitoring activities, including review population tracking, verification of invitations issued and replacement of ineligible review selections where required.
- Respond to queries received through the Financial Interest Review mailbox and escalate complex issues appropriately.
- Support continuous improvement of review processes and documentation standards.
Skills and Experience Required
- Strong attention to detail and ability to review documentation accurately and consistently.
- Strong written and verbal communication skills, including the ability to correspond professionally with partners and staff members.
- Good analytical skills with the ability to identify anomalies, inconsistencies, and potential compliance concerns.
- Excellent organisational and administrative skills, with the ability to manage multiple reviews and deadlines simultaneously.
- Experience working with confidential or sensitive information and exercising appropriate discretion.
- Ability to follow detailed procedures and maintain high-quality documentation standards.
- Comfortable working within a regulated, compliance, risk or professional services environment.
- Previous experience in audit, risk, compliance, independence, quality management, or a similar control function would be advantageous but is not essential.
- Ability to recognise when matters require escalation and exercise sound judgement in doing so.
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Description
- As an Internal Audit Consultant, you will support the delivery of a diverse portfolio of in-house internal audit, risk management and advisory engagements across BDO. Working as part of a collaborative Internal Audit team, you will contribute to audits covering a wide range of BDO’s business processes, functions and strategic initiatives.
- This role provides an excellent opportunity to develop your internal audit, risk management and stakeholder engagement skills within a dynamic professional services environment. You will work closely with Internal Audit Managers and the Head of Internal Audit, gaining exposure to senior stakeholders across the Firm, while supporting the continuous improvement of the Internal Audit function.
- The primary focus of the role is to assist in the planning, execution and reporting of internal audit engagements, delivering high-quality work in line with BDO's Internal Audit methodology and professional standards.
Requirements
Key Responsibilities
Audit Delivery
- Support the delivery of internal audit engagements from planning through to reporting, applying BDO's Internal Audit methodology and seeking guidance where appropriate.
- Perform a range of audit testing and assurance procedures to evaluate the design and effectiveness of controls.
- Gather, analyse and interpret evidence to support clear, balanced and evidence-based audit findings.
- Document work performed to a high standard, ensuring audit files are complete, accurate and compliant with methodology requirements.
- Assist in the drafting of audit observations and reports, clearly communicating risks, impacts and recommendations.
Analysis and Problem Solving
- Analyse data, processes and information to identify trends, control weaknesses and opportunities for improvement.
- Apply critical thinking and professional scepticism when assessing risk and evaluating evidence.
- Use data and technology-enabled auditing techniques where appropriate to enhance audit effectiveness and efficiency.
Stakeholder Management
- Build positive working relationships with stakeholders at all levels across the Firm.
- Communicate professionally and effectively with engagement stakeholders, keeping them informed of progress and key matters arising.
- Support the delivery of a high-quality service that adds value to the business and promotes the role of Internal Audit.
Team and Personal Development
- Manage workload effectively, delivering assigned tasks within agreed budgets and timescales while balancing multiple priorities.
- Actively pursue professional and technical development, maintaining progress towards relevant professional qualifications.
- Contribute to Internal Audit team initiatives, including methodology enhancements, knowledge sharing and continuous improvement activities.
- Collaborate with colleagues across the team, demonstrating a positive, flexible and supportive approach.
Skills and Experience
Essential
- Part-qualified (or working towards) ACA, ACCA, CIA, CMIIA or an equivalent professional qualification.
- Experience of internal audit, risk management, assurance, controls testing or a related discipline.
- Strong analytical and problem-solving skills, with the ability to interpret information and draw logical conclusions.
- Good written and verbal communication skills.
- Effective organisational and time management skills.
- Proficient in Microsoft Office applications, particularly Excel, Word and PowerPoint.
- Ability to work collaboratively as part of a team while taking ownership of individual responsibilities.
Desirable
- Experience of auditing within a professional services environment.
- Basic knowledge of IT General Controls (ITGCs) and technology-related risks.
- Experience using data analytics tools to support audit testing and assurance activities.
- Knowledge of internal audit standards and risk management frameworks.
Behaviours
Successful candidates will demonstrate:
- Curiosity and a desire to learn.
- Professional scepticism and attention to detail.
- Personal accountability and integrity.
- A collaborative and team-oriented mindset, particularly given the remote nature of the role.
- A commitment to delivering high-quality work and excellent stakeholder service.
- A proactive approach to communication, identifying opportunities for improvement and adding value.
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Description
- The BDO South Africa Incorporated Audit Support Centre is looking for a young, energetic task executor, ready to join the Centre in the Gqeberha office. Candidates who demonstrate qualities of pro-activeness, including but not limited to excellent verbal and written communication skills; professional etiquette; able to demonstrate problem solving skills during the interview process, including time management skills, will be highly considered. Candidates with experience in an audit or financial administration role or experience in internal auditing are preferred.
Key responsibilities:
- Client Portal Creation- ensuring that the BDO Client Portal has been created timeously and ensuring that all of the relevant people have been included. This requires confirmation with the audit clients of the client personnel to be included as well as tasks to be allocated.
- Budget Approval- ensuring that the submitted budgets by the audit engagement teams have been uploaded timeously onto Maconomy Cloud. Consistent follow-up with the audit engagement managers and audit partners may be required to ensure that the budgets are approved timeously.
- Maconomy Engagement Code – ensuring that the engagement code is created timeously and this must be communicated to the respective audit engagement manager immediately.
- Initial Request including uploading to the created client portal.
- Acceptance and continuance- ensuring that the adequate CRM processes have been completed. Consistent follow up is required.
- System Descriptions – ensuring that the system descriptions have been requested from the client in a timely manner and once received, reviewing these to ensure that they have been adequately updated to reflect current year updated information, where relevant.
- Bank Confirmation Requests- this includes requesting a complete list of bank accounts in use from the audit engagement team and initiating the bank confirmation process.
- Administration support and minute taking as required.
- APT roll-forward – ensuring that the audit engagement team has granted access to the prior year APT and complete the APT roll-forward in terms of BDO methodology.
- Independence email – ensuring that the independence email confirmations sent by the audit engagement teams are responded to timeously.
- Independence Working Paper- ensuring that independence has been declared on the RER screen within APT. Should independence issues be noted, prompt escalation to the Project Supervisor is required.
- Uploading Documents on APT – ensure completed documents have been uploaded on APT. This includes any roll-forward documents required to be uploaded and the assigned tasks by the department. Ensuring that completed documents are signed off after the Junior Audit Manager has reviewed and queries have been cleared.
- Capturing – ensuring that capturing work assigned is completed timeously and within agreed deadlines. Issues noted during the capturing process should be communicated promptly to the Project Supervisor.
Requirements
Qualifications and experience:
- A degree or diploma in Accounting, Finance, Internal Audit or a related field.
- Excellent verbal and written communication skills
- Attention to detail
- Strict adherence to deadlines
- Ability to work in a diverse team
- Ability to work independently with minimal supervision
- Proficiency in Microsoft Office Suite (Excel, Word, etc.)
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Description
- At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.
- BDO South Africa has a vacancy for an Audit Manager in our External Audit Division at our PE office.
- The Audit Manager oversees and ensures that the project runs efficiently and profitably from inception to sign off, by managing all the relevant stakeholders in accordance with the Firm’s policies and procedures. The Audit Manager further supports the Engagement Partner with clients' commercial management and business development initiatives.
Reporting to the Audit Partner you will inter alia be responsible for:
- Business Development
- Negotiating budgets/fees and overruns for clients once fee base has been agreed with the partner
- Managing WIP, write offs, fee queries and debtors
- Ensure Timeous and accurate billing of clients
- Accurate and Timeous planning of audits.
- Management and the Execution of audits.
- Managing staff movements on and off the job and timeously communicate to all relevant parties.
- Manage and control staff allocations on audit project.
- Ensure completion and finalisation of audits
- Building of effective relationships with clients and staff.
- Ensure Exceptional Client Service.
- Decide on audit appropriateness of audit opinion by resolving issues which might impact on the audit opinion and ensuring that these are brought to the attention of the engagement partner and documentation thereof.
- Manage the client and ensure that the project is delivered within the scope agreed on
- Mentoring of trainees
- Timeous completion of performance reviews
Competencies:
- Strong Technical Ability
- Extremely high level of attention to detail and analytical and problem-solving abilities.
- Ability to communicate effectively - Verbally and Written
- Ability to relate to clients at executive level
- Ability to apply sound professional judgment.
- Demonstrate a commitment to self-development and growth through research and attending courses relevant to role.
- Promote teamwork within the Audit Teams
- Strong Planning, organising and control skills
The appointment will be made in terms of the Firm's Employment Equity Policy.
Only short-listed candidates will be contacted.
Requirements
Qualifications and Experience:
- CA(SA)
- A minimum of 2 years post article management experience with long term audit ambitions – Partner/Director
- Listed companies experience.
Method of Application
Use the link(s) below to apply on company website.
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