Senior Administrative Professional, US Corporate Tax Services - Montreal - BDO Canada

Description

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

BDO Canada is seeking a Senior Administrative Professional to join our US Corporate Tax Services group in Montreal. This hybrid role plays a key role in supporting complex cross-border engagements by ensuring engagement documentation, billing workflows, and practice operations are managed accurately and efficiently within a high-performance professional services environment. Working closely with Partners and tax professionals, you will provide senior-level administrative and coordination support to the local team and broader national practice, contributing to the smooth execution of client engagements.

Key Responsibilities

Client Onboarding & Engagement Administration

• Coordinate client onboarding activities, including initiating Conflict of Interest checks in accordance with firm policies

• Establish and maintain accurate client records within OneSource CRM and Intapp

• Prepare, review, and assemble engagement letters, ensuring completeness and alignment with firm standards

• Manage the engagement letter review and approval workflow and track execution to support timely completion

Billing, WIP & Financial Coordination

• Support the end-to-end billing process, including invoice preparation and processing

• Assist Partners with WIP monitoring, billing reviews, revenue tracking, and billing adjustments

• Coordinate combined billings across service lines as required

• Generate and interpret Workday reports to support A/R monitoring and collections follow-up

• Maintain accurate billing documentation and ensure adherence to internal procedures

Tax Return & Deliverable Assembly

• Assemble U.S. corporate tax returns and extensions in accordance with internal processes

• Prepare client-ready deliverables, ensuring accuracy, consistency, and professional presentation

• Format complex correspondence, proposals, and reports to firm standards

Practice & Team Support

• Provide senior-level administrative support to Partners and the US Corporate Tax team locally and nationally

• Coordinate meetings, scheduling, and engagement deadlines in a deadline-driven environment

• Support document management, workflow tracking, and proposal preparation

• Identify opportunities to enhance administrative efficiency and improve internal processes

How do we define success for your role?

• You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration

• You understand your client's industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality work

• You identify, recommend, and are focused on effective service delivery to your clients

• You share in an inclusive and engaging work environment that develops, retains & attracts talent

• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace

• You grow your expertise through learning and professional development.

Your Experience and Education

• 5+ years of progressive administrative experience, preferably within a professional services or large corporate environment

• Experience supporting senior-level professionals in a structured, deadline-driven setting

• Strong understanding of billing processes, WIP management, and A/R coordination

• Exceptional organizational, time management, and communication skills

• Proven ability to manage confidential information with discretion and professionalism

• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

• Experience with OneSource CRM, Intapp, Workday, and AI-enabled productivity tools (e.g., ChatGPT, Microsoft Copilot) is considered an asset

• Flexibility to work additional hours during peak periods

Why BDO?

Our people-first approach to talent has earned us a spot among Canada's Top 100 Employers for 2026. This recognition is a milestone we're thrilled to add to our collection of awards for both experienced and student talent experiences.

Our firm is committed to providing an environment where you can be successful in the following ways:

• We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.

• We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.

• We support your achievement of personal goals outside of the office and making an impact on your community.

Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.

Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.

Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It's about creating work experiences that meet everyone's needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

BDO Canada may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO Canada personnel.

More information on BDO Canada's Privacy Policy can be found here: Privacy Policy | BDO Canada

Ready to make your mark at BDO? Click "Apply now" to send your up-to-date resume to one of our Talent Acquisition Specialists.

To explore other opportunities at BDO, check out our careers page.