We are currently seeking a talented and driven leader 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.
Essential Functions and Responsibilities :
- Partner with Firm leadership to manage PCS client relationships
- Assess and identify compliance needs of the client
- Coordinate, plan, and schedule workflow for effective engagement management
- Review tax returns : individual (1040), estate (1041) and some partnership (1065) tax returns
- Review tax computations, workpapers, and tax entries
- Proactively identify new and additional service opportunities and offer recommendations
- Delegate tasks to appropriate members of the PCS team
- May be authorized to sign tax returns in the course of this role
- Manage year-end planning and quarterly tax estimates
- Oversee processes addressing IRS or State Taxing Authority notices
- Delegate and oversee the initial preparation and set-up of client files
- Research tax laws and offer guidance on tax technical issues
- Initiate and manage client communications
- Collaborate cross-departmentally to gather information and resolve client matters
Requirements
- Bachelor’s Degree in Accounting or related degree
- CPA Licensure
- 4+ years of progressively challenging Public Accounting experience
- Solid track record of career achievements and work quality
- Individual tax return preparation and review experience (Business returns a plus)
- Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
- Strong knowledge of Internal Revenue Code, tax law, and tax processes
- Ability to creatively solve problems and analyze client data
- Ability to effectively delegate, supervise, and review work of less experienced staff
- Ability to be flexible to changing circumstances and client needs
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
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