Boulay is hiring a
Tax Manager

Summary

The job is for a talented leader in Private Client Services at Boulay, focusing on individual, estate/trust, and closely held business clients. The role involves tax compliance and consulting services to minimize tax and maximize growth. The company offers remote work opportunities and encourages work-life balance.

Requirements

• Bachelor’s Degree in Accounting or related degree
• CPA Licensure
• 4+ years of progressively challenging Public Accounting experience
• Solid track record of career achievements and work quality
• 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
• Ability to effectively delegate, supervise, and review work of less experienced staff

Responsibilities

• 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) tax returns
• Review tax computations, workpapers, and tax entries
• Proactively identify new and additional service opportunities and offer recommendations
• Delegate tasks to appropriate members of the PCS team
• May be authorized to sign tax returns in the course of this role
• 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 tax technical issues
• Initiate and manage client communications

Preferred Qualifications

Ability to be flexible to changing circumstances and client needs

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home