Search the 7 jobs at Boulay

The Transaction Group Manager (ESOP Advisory) will provide corporate finance and ESOP advisory services to middle-market companies, conducting financial analysis, due diligence, and preparing financial models for ESOP transactions. Responsibilities include client presentations, project oversight, and team management to enhance best practices within the team.

The Outsourced Assistant Controller manages accounting tasks for clients, reviews work for compliance, assists in financial reporting, and recommends improvements in internal accounting procedures. They oversee staff work, support budgeting and forecasting, ensure tax readiness, and research technical accounting issues.

The Wealth Manager is responsible for managing existing client relationships, formulating and implementing financial advice, and beginning to develop new client relationships. Main tasks include financial planning, client service delivery, preparing presentations, and assisting in portfolio management and 401(k) planning.

As an Audit Associate, you will perform audits and reviews of financial statements, assist in budget forecasts, work closely with clients during fieldwork, and be involved in all phases of the audit process. You will also help with special projects and prepare client communications while receiving mentorship and training to develop your career.

The Audit Senior Associate will perform high-quality audits and reviews of financial statements, assist in special projects like due diligence, and mentor team members. Responsibilities include communicating audit objectives, researching technical issues, and staying informed on business trends relevant to clients.

The Transaction Group Senior/Supervisor (ESOP Advisory) provides corporate finance and ESOP Advisory services to middle-market companies, conducting financial analysis, due diligence, and preparing financial models for transactions and valuations, while actively participating in client discussions and presenting materials.

The Tax Associate will prepare tax computations, assist clients with bookkeeping, prepare income tax returns, assist in year-end planning, and help with payroll and tax-related documents. The role emphasizes hands-on client responsibility and offers professional development opportunities.