Tax Senior Associate | Private Client Services

We are currently seeking a talented and driven professional to join our Private Client Services team!

Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Work with this group to provide clients with tax compliance and consulting services to minimize tax and maximize growth.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities:

• Prepare individual (1040) and estate (1041) tax returns with varying degrees of complexity   
• Prepare some partnership (1065) tax returns (when needed)  
• Organize and coordinate clients’ income tax data for accurate and timely completion  
• Assist with filing tax extensions and amended returns  
• Assist with year-end planning and quarterly tax estimates  
• Prepare tax computations, workpapers, and tax entries  
• Respond to IRS or State Taxing Authority notices  
• Assist clients with adjusting journal entries (when needed)  
• Assist with initial preparation and set up of client files   
• Assist in researching technical tax issues  
• Assist with drafting client communications  
• Identify and communicate tax planning ideas with consultants  

Requirements

• Bachelor’s Degree in Accounting, Finance, or related field 
• Familiarity with accounting software programs: ProSystemsFx Tax, CaseWare, BNA Fixed Assets, BNA Income Tax Planner, XCM, Maconomy, and Quickbooks specifically 
• 2+ years of accounting experience or a combination of degree and experience 
• Previous Public Accounting experience  
• Strong attention to detail 
• Familiarity with Internal Revenue Code, tax law, and tax processes 
• Ability to be flexible to changing circumstances and client needs 
• Ability to apply accounting concepts and theory 

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success