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Talent Acquisition & Compensation Management @ Boulay Group
We are currently seeking a collaborative leader with strong technical skills and an exceptional commitment to client services to join our Private Client Services team. This individual would work with our clients and advisors across the firm to develop the right tax-efficient strategies to meet the unique needs of high-net-worth individuals, their families, and related businesses. The individual in this role has the flexibility to work entirely remotely, hybrid, or in-office.
Boulays Private Client Services (PCS) team helps create a comprehensive tax and financial plan that maximizes growth, equity, and cash flow, minimizing taxes and ensuring compliance to help our clients achieve their goals.
Boulay encompasses approximately 300 individuals with offices in Eden Prairie, Minneapolis and Mankato, MN and a remote workforce in 25 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 essential 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), fiduciary (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
Qualifications and/or Experience
- Bachelors Degree in Accounting or related degree
- 6+ years of progressively challenging Public Accounting experience
- CPA or EA Licensure
The annual salary range for this position is: $110,000 - $165,000. Our Budgeted salary range is $110,000 - $140,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individuals experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Mercedes at
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing-
Industries
Accounting
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