Tax Senior Associate

Summary

Join Boulay as a Tax Senior Associate and contribute to our Tax Transaction team, specializing in private equity-owned businesses. You will work primarily with partnership returns involving complex transactions, equity structures, and multi-state filings. This entrepreneurial firm offers growth opportunities and a flexible work environment, allowing you to work where and how you prefer. Boulay is committed to helping you achieve your professional and personal goals. The role involves preparing and reviewing tax returns, assisting with tax planning, and collaborating with clients. This position offers a competitive salary and a comprehensive benefits package.

Requirements

• Bachelor’s or Master’s degree in accounting and/or 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
• Experience with preparing partnership allocations in tax software
• Knowledge of Internal Revenue Code, tax law, and tax processes
• Familiarity with generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards
• Ability to creatively solve problems and analyze client data
• Ability to delegate, supervise, and review work of less experienced staff
• Ability to be flexible to changing circumstances and client needs
• Strong attention to detail
• Ability to apply accounting concepts and theory
• Ability to learn new processes and information quickly
• Ability to handle sensitive information and maintain confidentiality

Responsibilities

• Prepare more advanced tax computations, workpapers, and tax entries
• Assist with preparation of partnership allocations, and maintenance of capital accounts on a §704(b) and “inside” tax basis
• Assist with preparation of ASC 740 accounting for income tax provisions
• Prepare more complex income tax returns (partnership, multistate, corporate, and other)
• Review more basic tax returns (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
• Review and assist in researching technical issues
• Prepare client communications
• Identify and communicate tax planning ideas with reviewer/Partner
• Demonstrate competency with necessary software

Preferred Qualifications

• Recent Public Accounting experience
• CPA licensure or actively working towards it
• Familiarity with partnership tax matters (Operating agreements, §704(b) capital accounts, and §704(c) Principles)
• Familiarity with ASC740 accounting for income tax provisions
• 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)

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