Remote in USA+1 moreMore locations: Eden Prairie, MN, USA
Remote
AccountingTax Accounting
About the job
Requirements
A bachelor's degree in Accounting or Finance and 150 credit hours.
Six or more years of progressively challenging public accounting experience.
A CPA, J.D., or EA credential.
Tax preparation and review experience for individual and/or business returns.
Strong computer skills and proficiency with accounting and other software, including the Microsoft Office Suite.
Strong knowledge of the Internal Revenue Code, tax law, and tax processes.
Familiarity with financial statement procedures and the ability to distinguish between material and immaterial items.
Familiarity with generally accepted accounting principles and knowledge of review, compilation, and auditing standards.
Responsibilities
Review advanced tax computations, workpapers, and tax entries.
Assist clients with bookkeeping and adjusting journal entries.
Review individual, partnership, multistate, corporate, and other tax returns.
Sign tax returns when authorized in the course of the role.
Manage year-end planning and quarterly tax estimates.
Address notices from the Internal Revenue Service or state taxing authorities and provide timely responses.
Review and assist in researching technical issues.
Verify the validity and accuracy of client financial matters.
Initiate and manage client communications.
Identify and communicate issues and tax-planning ideas to a Partner.
Coordinate, plan, and schedule workflow for effective engagement management.
Organize and coordinate clients' income tax data for accurate and timely completion.
Delegate and oversee the initial preparation and setup of client files.
Delegate preparation of payroll and quarterly and year-end payroll tax returns.
Manage multiple projects and client relationships simultaneously, with little to no supervision and under the review of a Partner or directly from the client.
Supervise and delegate work to less experienced staff.
Work cross-departmentally with audit and accounting advisory teams to accomplish projects and tasks.
We are looking for a skilled and client-focused Tax Manager to join our team as a key leader.
The Tax Manager is responsible for the review of tax returns (partnership/corporate), conduct research, coordinate year-end planning, calculate quarterly estimates, and manage other projects as needed. This includes managing multiple projects and client relationships simultaneously. Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments (most typically audit and accounting advisory) to effectively accomplish projects and tasks.
To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.
Tax Compliance, Client Management, and Technical Support
Review advanced tax computations, workpapers, and tax entries
Assist clients with bookkeeping and adjusting journal entries
Review tax returns (individual, partnership, multistate, corporate, and other)
May be authorized to sign tax returns in the course of this role
Manage year-end planning and quarterly tax estimates
Address IRS or State Taxing Authority notices and provide a timely response
Review and assist in researching technical issues
Verify the validity and accuracy of client financial matters
Initiate and manage client communications
Identify and communicate issues and tax planning ideas with a Partner
Engagement Management, Operations, and Financial Oversight
Coordinate, plan, and schedule workflow for effective engagement management
Organize and coordinate clients’ income tax data for accurate and timely completion
Delegate and oversee the initial preparation and set-up of client files
Delegate preparation of payroll and quarterly/year-end payroll tax returns
Bachelor’s Degree in Accounting or Finance degree, with 150 credit hours
6+ years of progressively challenging Public Accounting experience
CPA, J.D, or EA
Solid track record of career achievements and work quality
Tax preparation and review experience (Individual and/or Business)
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
Familiarity with financial statement procedures and the ability to distinguish between material and immaterial items
Familiarity with generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards
The annual salary range for this position is: $110,000 - $165,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s 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 [email protected].
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.