Accounting Clarity Supervisor @ Boulay
With locations in Eden Prairie, Minneapolis, and Naples, Boulay is a financial services firm, that “hits the sweet spot.” We are large enough to provide you with professional challenges, along with growth and development opportunities. Yet we are not so large that you get lost in a sea of people. If you are looking to make a change for the better, you could be just the person we are looking for to add to the Boulay team!
We are currently seeking a talented, enthusiastic individual to join our “Accounting Clarity” team. This department specializes in working with individuals and small to mid-sized businesses in a wide variety of operational and accounting services. This role is an outsourced position that will work with our clients to perform complex bookkeeping, accounting, and consulting tasks.
Key Responsibilities:
Oversee and review outsourcing work for businesses and high net worth individuals including: transaction entry, invoicing, bill payments, bank and credit card reconciliations, adjusting journal entries, cash flow needs, and month-end/year-end close
Perform various controller services, including: month-end close, budgeting, forecasting, analytics and various ad hoc projects
Assist clients with recommendations to improve client’s internal accounting procedures, accuracy, and internal controls
Review and prepare trial balances and financial statements (compiled and reviewed), including: income and expense analysis, accrued liabilities, debt, equity, leases, accounts receivables, and inventory
Delegate, oversee, and review outsourcing engagement letters, initial set-up and maintenance of client files
Review and conduct various recurring and ad-hoc client reporting needs
Verify the validity and accuracy of client financial matters
Review reconciliation of balance sheets and income statements for the tax department to begin preparation of necessary tax returns and coordinate work flow and information flow with the tax department to ensure efficient and timely tax return preparation
Manage timely payment of tax return payments, estimated tax payments, and property tax payments for Accounting Clarity clients
Delegate, oversee, and review the preparation of various state and local tax returns
Delegate and oversee Secretary of State renewals for appropriate clients
Oversee various projects assigned by other Boulay Partners related to services of Accounting Clarity
Identify issues and significant findings and recognize potential risks, concerns, or issues
Understand the client’s business practices and identify potential solutions/improvements
Qualifications:
Required:
Bachelor’s Degree in Accounting, Finance, or related field
5+ years of progressively challenging accounting experience
Experience with QuickBooks (desktop or on-line)
Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
Strong knowledge of all areas of the general ledger, month-end / year-end close procedures, payroll and related tax fillings
Strong knowledge of various interim tax returns (sales and use, provider tax, etc.), internal revenue code and tax law
Knowledge of generally accepted accounting principles (GAAP) and knowledge of review and compilation
Ability to creatively solve problems and analyze client data
Ability to effectively delegate, supervise, and review work of bookkeepers
Strong attention to detail
Ability to work independently, multitask, and prioritize work to meet deadlines
Strong interpersonal skills, a team-based attitude, and a desire to collaborate
Preferred:
CPA Licensure or actively working towards it
Working knowledge of the following accounting software programs (CaseWare, BNA Fixed Assets, Maconomy, and T‑Value)
Tax experience (Individual and/or Business)
Some supervisory experience
Willingness to go above and beyond
To be considered for our Team, forward your resume and salary requirements in confidence to:
Attn: Boulay Human Resources 7500 Flying Cloud Drive, Suite 800 Eden Prairie, MN 55344
Questions? Contact:
Julie Brown, SHRM‑CP, PHR
Human Resources Manager
7500 Flying Cloud Drive, Suite 800
Eden Prairie, Minnesota 55344
952.841.3006