Tax Associate - Private Client Services

We are currently seeking a talented and enthusiastic individual to join our Private Client Services Department. Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Because our clients have the need for sound advice across numerous financial disciplines, we believe a team-based and collaborative approach brings together our collective wisdom and innovates the way they experience wealth.
As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.
We want to help you build a career fit for your life.
If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.
Requirements
Responsibilities
Concentration in preparation of individual tax returns for high-net-worth individuals
Tax planning
Opportunities to respond to a variety of inquiries from Federal and State taxing authorities
Tax research
Special projects as assigned
Qualifications and/or Experience
Bachelor’s Degree in Accounting with 150 credit hours
3.0 GPA minimum
0-2 years of experience
Proficient in Microsoft Excel, Word and Outlook
Exemplary communication and organizational skills
Strong desire to learn and develop professionally
Motivated to serve clients
Desire to be a team player
Benefits
Boulay Offers
Boulay Buddy Program
Primary Advisor
Paid Holidays, PTO & Personal time
Mentorship Programs
Training & Development Programs
Open Doors at All Levels
Extensive Benefit Offerings
Employee Appreciation Activities