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Genuine, inclusive, meaningful relationships are the cornerstone of our culture and the key to our Firms success.

We are currently seeking a self-motivated and client-focused individual to join our Private Client Services Group. Boulays Private Client Services (PCS) team provides centralized and integrated private family office, tax, estate and wealth advice that accommodates our clients lifestyle and simplifies the complexities of wealth The individual in this role has the flexibility to work fully remotely, hybrid, or in-office.

A financial services firm encompassing over 250 individuals with offices in Eden Prairie, Minneapolis, Mankato, MN, and Naples, FL, and a remote workforce in 17 different states, Boulay offers a collaborative work environment that empowers you to work where 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 an opportunity to continue advancing professionally, have a passion for client service and want to ensure an important balance between personal and professional ambitions, Boulay might be the right fit for you.

Responsibilities:

• Oversee PCS client relationships in partnership with Firm Leadership
• Oversee PCS workflow for effective department-wide and individual engagement management
• Assess and identify tax compliance and consulting needs of the client
• Review complex tax returns: individual (1040), estate (1041) and some partnership (1065) tax returns
• Review complex tax computations, workpapers, and tax entries
• Proactively identify new and additional service opportunities and offer recommendations
• Oversee the delegation of tasks to appropriate members of the PCS team
• Responsible for signing tax returns
• 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 complex tax technical issues
• Oversee client communications
• Collaborate cross-departmentally to gather information and resolve client matters
• Prepare billing invoices
• Possess awareness of profitability of client returns and manage internal processes accordingly
• Participate in business development efforts for PCS service line

Requirements

• Bachelors Degree in Accounting or related degree
• 6+ years of progressively challenging Public Accounting experience
• CPA Licensure
• Proficiency with accounting software programs (CaseWare, BNA Fixed Assets, Maconomy, CRM, People Planner, TValue, and Quickbooks a plus)
• Solid track record of career achievements and work quality
• Demonstrate progression in leadership abilities
• 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

Benefits

• Training and development programs
• Growth and development opportunities
• Open doors at all levels
• Collaborative working environment
• Firm and Department social activities
• Extensive benefit offerings
• Generous paid time off
• Community service opportunities