Boulay is hiring a
Tax Senior Associate in United States

Summary

Boulay is seeking a talented professional for an Estate and Trust Senior Associate position. The role involves advanced accounting and tax assignments related to estates, gifts, and trusts under limited supervision. The company offers a diverse work environment with remote work options. Required qualifications include a Bachelor's Degree in Accounting, Finance, or a related field, 2+ years of applicable experience, some estate and trust experience, and tax preparation and review experience. Preferred qualifications include previous estate and trust experience and familiarity with specific accounting and estate/trust software.

Requirements

• Bachelor’s Degree in Accounting, Finance, or related field
• 2+ years of applicable experience
• Some estate and trust experience
• Some tax preparation and review experience (specifically with gift, estate, and trust and estate income tax)

Responsibilities

• Prepare more advanced trust and estate income tax returns
• Prepare more advanced gift tax returns
• Prepare more advanced estate tax returns
• Perform and review trust accounting
• Review trust and estate income tax returns
• Review gift tax returns
• Review estate tax returns
• Assist with drafting estate plans
• Research technical issues

Preferred Qualifications

• Previous estate and trust experience
• Previous tax preparation experience

Benefits

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