Tax Senior Associate

We are currently seeking a talented and enthusiastic individual to join our Tax Department. Our tax team proactively services individuals and businesses to help clients minimize taxes and maximize growth. With ongoing continuing education, you'll stay current on tax legislation to identify strategic tax planning opportunities for clients.

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 more advanced tax computations, workpapers, and tax entries

Assist clients with bookkeeping and adjusting journal entries

Prepare more complex income tax returns (individual, partnership, multistate, corporate, and other)

Review more basic tax returns (individual, partnership, multistate, corporate and other)

Assist with year-end planning and quarterly tax estimates

Prepare IRS or State Taxing Authority notice responses

Organize and coordinate clients' income tax data for accurate and timely completion

Delegate and oversee the initial preparation and set-up of client files

Assist in proofing tax returns and other documents

Review and delegate preparation of payroll and quarterly/year-end payroll tax returns

Review and assist in researching technical issues

Verify the validity and accuracy of client financial matters

Prepare client communications

Identify and communicate tax planning ideas with reviewer/Partner

Demonstrate competency with necessary software

Requirements

Bachelor's Degree in Accounting, Finance or related field with 150 credit hours

2+ years of Public Accounting or general accounting experience

Tax preparation experience (Individual and/or Business)

Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite

Knowledge of Internal Revenue Code, tax law, and tax processes

Familiarity with financial statement procedures and the ability to distinguish between material and immaterial items

Familiarity with generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards

Preferred

Recent Public Accounting experience

CPA licensure or actively working towards it

Working knowledge of accounting software programs: ProSystemsFx Tax, CaseWare, BNA Fixed Assets, BNA Income Tax Planner, XCM, Maconomy, and Quickbooks specifically

Tax review experience (Individual and/or Business)

Benefits

401(K)

Dental Insurance

Disability Insurance

Employee Assistance Program

Flexible Schedule

Health Insurance

Life Insurance

Paid Holidays, PTO & Personal Time

Parental Leave

Tuition Reimbursement

Vision Insurance

Remote & Hybrid Work Arrangements

Mentorship Programs

Training & Development Programs

Employee Appreciation Activities

Open Doors at All Levels

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.