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