Search the 9 jobs at Boulay

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 Audit Manager is responsible for managing technical accounting and auditing research, ensuring compliant audits, reviewing financial statements, mentoring staff, and improving quality control in audit services. This role requires oversight of multiple projects and client relationships, as well as a strong understanding of the client's industry.

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.

The Outsourced Assistant Controller is responsible for overseeing internal standards, conducting business process outsourcing work, assisting clients with various controller services, and maintaining client records for tax preparation. This role requires a Bachelor's Degree in Accounting and 4+ years of accounting and supervisory experience.

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 Transaction Group Manager at Boulay's Transaction Group is responsible for advising clients on their business transaction needs, preparing financial reporting valuations, supporting clients with business plan development, and assisting in developing firm models. This role requires a minimum of 5 years of valuation experience and proficiency in Microsoft Excel, Word, and PowerPoint.

The Transaction Group Manager (ESOP Advisory) will provide corporate finance and ESOP Advisory services to middle-market companies, participate in key transaction phases, and manage consulting engagements. Responsibilities include financial analysis, modeling, client presentations, market research, and team management. Required qualifications include a Bachelor's Degree in finance or accounting, 5+ years of experience in transaction opinions or financial advisory, and a CFA, CPA, or related certification.