What are the responsibilities and job description for the Tax Senior Associate position at Boulay?
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
- 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)
- 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.
