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
• 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

Last updated : 2024-05-24