Tax Associate

We are currently seeking a talented and enthusiastic individual to join our Private Client Services Department. Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Because our clients have the need for sound advice across numerous financial disciplines, we believe a team-based and collaborative approach brings together our collective wisdom and innovates the way they experience wealth.

As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.

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 a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Requirements

Responsibilities

Concentration in preparation of individual tax returns for high-net-worth individuals

Tax planning

Opportunities to respond to a variety of inquiries from Federal and State taxing authorities

Tax research

Special projects as assigned

Qualifications and/or Experience

Bachelor's Degree in Accounting with 150 credit hours

3.0 GPA minimum

0-2 years of experience

Proficient in Microsoft Excel, Word and Outlook

Exemplary communication and organizational skills

Strong desire to learn and develop professionally

Motivated to serve clients

Desire to be a team player

Benefits

Boulay Offers

Boulay Buddy Program

Primary Advisor

Paid Holidays, PTO & Personal time

Mentorship Programs

Training & Development Programs

Open Doors at All Levels

Extensive Benefit Offerings

Employee Appreciation Activities