Boulay

Boulay is a professional services firm based in Minnesota and Florida, specializing in accounting, audit, tax, and business consulting. With a team of over 250 experts, including 107 Certified Public Accountants, Boulay is dedicated to ensuring the financial success of individuals and businesses. As a member of PrimeGlobal, they offer global resources while focusing on personalized solutions to protect and grow wealth.

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🔥 Retirement Plan Administration Consultant

Posted 2024-11-11

📍 United States

🔍 Retirement Plan Administration

Bachelor’s Degree in Accounting, Finance, Business Administration or related field.
2+ years of applicable experience with retirement plans.
Knowledge of ERISA and IRS regulations pertaining to retirement plans.
Ability to understand plan document language.
Experience with ESOPs and Relius software preferred.
Experience with compliance testing and preparation of Forms 5500 and 1099-R preferred.
ASPPA, CEBS, or NIPA certification(s) preferred.
QKA certification or actively working towards it preferred.

Prepare Forms 5500 and related schedules.
Responsible for plan administration, including trust accounting and related projects.
Perform allocations and compliance testing for qualified plans, including ADP/ACP discrimination testing, top heavy testing, 409(p) and 415 testing.
Conduct ERISA research related to employee benefit plans and payroll issues.
Calculate employer contributions using various allocation methods.
Respond to client questions or inquiries promptly.
Draft and develop client communications.
Identify and communicate opportunities/issues with supervisor.

Communication SkillsAnalytical SkillsCollaborationProblem SolvingAccountingAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingDocumentation

Posted 2024-11-11

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🔥 ESOP Advisory | Manager

Posted 2024-11-07

📍 United States

🧭 Full-Time

🔍 Finance and Advisory Services

Bachelor’s Degree in finance or accounting.
5+ years of experience preparing transaction opinions or performing financial advisory services (ESOP-specific experience preferred).
CFA, CPA, or other related certification.

Perform financial analysis and financial and other due diligence.
Prepare and deliver financial modeling and support for ESOP transactions and valuations.
Present client presentations and transaction materials.
Co-lead client discussions and due diligence meetings.
Research and compile market data for transactions.
Review project reports prepared by the team.
Manage and prioritize team responsibilities.
Develop and implement best practices for the Transaction Group.

LeadershipProject ManagementProject CoordinationCross-functional Team LeadershipFinancial ManagementCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-11-07

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🔥 Estate and Trust Tax Manager

Posted 2024-11-07

📍 United States

🧭 Full-Time

🔍 Accounting and Tax Services

Bachelor's Degree in Accounting, Finance, or a related field.
6+ years of applicable experience in tax.
CPA, JD, or LLM is required.
Specific estate and trust experience is mandatory.
Experience in tax preparation and review, especially for gift, estate, trust, and estate income tax.
Strong knowledge of Internal Revenue Code, tax laws, and processes.
Solid track record of achievements and work quality.
Strong computer skills and proficiency in Microsoft Office Suite.

Assist clients with internal accounting and estate, gift, and trust needs.
Perform advanced accounting and tax assignments while managing multiple projects.
Oversee and review preparation of various tax returns (trust, estate, gift).
Supervise less experienced staff and delegate responsibilities.
Collaborate with other departments to accomplish projects and resolve client matters.

LeadershipProject ManagementData AnalysisPeople ManagementProject CoordinationCross-functional Team LeadershipData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelAccounting

Posted 2024-11-07

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🔥 Tax Manager | Private Client Services

Posted 2024-10-22

📍 United States, Minnesota, Florida

🔍 Accounting

Bachelor’s Degree in Accounting or related degree.
CPA Licensure.
4+ years of progressively challenging Public Accounting experience.
Individual tax return preparation and review experience, with business returns being a plus.
Strong knowledge of Internal Revenue Code, tax law, and tax processes.
Strong computer skills and proficiency in various accounting software, including Microsoft Office Suite.
Ability to creatively solve problems and analyze client data.
Ability to effectively delegate, supervise, and review work of less experienced staff.
Flexibility to changing circumstances and client needs.

Partner with Firm leadership to manage PCS client relationships.
Assess and identify compliance needs of the client.
Coordinate, plan, and schedule workflow for effective engagement management.
Review tax returns: individual (1040), estate (1041) and some partnership (1065).
Proactively identify new and additional service opportunities and offer recommendations.
Delegate tasks to appropriate members of the PCS team.
Manage year-end planning and quarterly tax estimates.
Oversee processes addressing IRS or State Taxing Authority notices.
Collaborate cross-departmentally to gather information and resolve client matters.

LeadershipProject ManagementData AnalysisPeople ManagementProject CoordinationCross-functional Team LeadershipData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem Solving

Posted 2024-10-22

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🔥 Tax Supervisor | Estate and Trust

Posted 2024-10-22

📍 United States

🔍 Accounting

Bachelor's Degree in Accounting.
5+ years of progressively challenging public accounting experience.
Specific estate and trust experience.
CPA, JD, or LLM required.
Previous experience with Tax Software programs.
Solid knowledge of Internal Revenue Code.
Ability to reason intelligently and use sound judgment.
Strong organizational skills to prioritize and meet deadlines.
Attention to details.
Effective communication skills in both written and verbal capacities.
Strong interpersonal skills and team-oriented.
Ability to learn new processes and information quickly.

Preparing estate, gift and trust tax and informational returns.
Performing Trust accounting.
Managing Probate and Estate administration.
Managing light Real Estate administration.
Providing tax-related services for clients including corporate, partnership, and individual tax returns.
Preparing tax computations, workpapers, and entries.
Identifying tax problems and researching technical issues.
Communicating with team members regarding engagement/project status.
Developing skills through reading, training seminars, and accepting challenging engagements.
Performing other tasks as necessary.

LeadershipProject ManagementData AnalysisProject CoordinationCross-functional Team LeadershipData analysisCommunication SkillsAnalytical SkillsCollaborationAccountingAttention to detailOrganizational skills

Posted 2024-10-22

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🔥 ESOP Advisory | Senior/Supervisor

Posted 2024-10-18

📍 United States

🔍 Financial Advisory and Consulting

Bachelor’s Degree in finance or accounting.
3+ years of experience preparing transaction opinions or performing financial advisory services, preferably ESOP-specific.
Experience with transaction advisory engagements, timelines, and processes.
Strong computer skills with proficiency in Microsoft Excel and PowerPoint.
Strong attention to detail in financial models and reports.
Preferred: CFA, CPA, or other related certification or progress toward a certification.

Perform financial analysis and financial and other due diligence.
Prepare financial modeling and provide support for ESOP transactions, financial opinions, and valuation engagements.
Participate in client discussions and due diligence meetings.
Research and compile market data for prior or future transactions.
Provide client presentations, transaction materials, and related correspondence.

Data AnalysisData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-18

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🔥 Audit Senior Associate

Posted 2024-10-18

📍 United States

🔍 Public accounting

Bachelor’s Degree in accounting.
2+ Years of progressively challenging public accounting experience.
CPA licensure or actively working towards CPA licensure.
Strong computer skills including proficiency in Microsoft Office.
Solid knowledge of Internal Revenue Code.
Ability to reason intelligently and use sound judgment.
Ability to organize work, prioritize and meet deadlines.
Strong attention to details.
Ability to communicate effectively in both written and verbal capacities.
Strong interpersonal skills and team-oriented.

Audit of financial statements including cash, accounts payable, and expense analysis.
Assist on special projects such as due diligence or mergers and acquisitions.
Develop skills through reading, training, and accepting challenging engagements.
Research technical issues and effectively explain engagement objectives.
Identify and seek guidance for technical issues.
Maintain awareness of general business trends and apply this knowledge to client solutions.
Communicate issues and ideas with clients and team members regarding the status of engagements.

Project ManagementCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelAccountingAttention to detailOrganizational skills

Posted 2024-10-18

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Boulay

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