Estate and Trust Associate @ Boulay

July 17, 2018

As a full-service regional accounting and advisory firm located in Eden Prairie, we “hit the sweet spot.” We are large enough to provide you with professional challenges, and growth and development opportunities. Yet we are not so large that you get lost in a sea of people. At Boulay we want you to work, grow and make friends along the way. We’re proud that our people have created an environment of professionalism, enthusiasm and support, which stays true to our motto, “Helping you get there…” We are currently seeking a talented and enthusiastic individual to join our team in the Estate, Gift and Trust Tax services area.

 

RESPONSIBILITIES INCLUDE:

▪ Preparing estate, gift and trust tax and informational returns

▪ Performing Trust accounting

▪ Assisting in managing Probate and Estate administration

▪ Managing light Real Estate administration

▪ Performing tax related services for clients including corporate, partnership, and individual tax returns

▪ Preparing tax computations, work papers and entries

▪ Identifying tax problems

▪ Researching technical issues

▪ Communicating with team members as to the status of engagements/projects

▪ Working to develop better skills through reading, training seminars, CPE and accepting challenging engagements/projects

▪ Performing other tasks as necessary

 

REQUIRED KNOWLEDGE, SKILLS, and ABILITIES:

• Bachelor’s Degree in accounting or other related degrees (including J.D.)

• 2-4 years of progressively challenging public accounting experience in Estate and Trust area

• CPA licensure or actively working towards CPA licensure

• Strong computer skills including proficiency in Microsoft Office

• Ability to reason intelligently and use sound judgment

• Ability to organize work and projects, prioritize and meet deadlines

• Strong attention to details

• Ability to communicate effectively in both written and verbal capacities

• Strong interpersonal skills and team-oriented

• Ability to learn new processes and information quickly

 

Our clients tell us that what separates Boulay from the rest is our thoughtful and comprehensive client service; how we work hard to develop honest, down-to-earth, long-term relationships by listening to and instigating dialogues, and finally, that we are proactive in helping them solve problems and reach their goals. To be considered for the Boulay team candidates should forward their resume, cover letter and unofficial transcript in confidence to:

email: resumes@boulaygroup.com

 

Questions? Contact:

 

Elizabeth Frye, SPHR
Human Resources Director


7500 Flying Cloud Drive, Suite 800
Minneapolis, MN 55344
T 952.841.3064 | F 952.516.7214  |  Boulaygroup.com

efrye@boulaygroup.com

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