Boulay
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Recently posted jobs
Fintech • Payments • Financial Services
Lead and review audit, review, compilation, and attestation engagements; develop engagement plans and staffing; review workpapers and financial statements; research accounting and auditing issues; identify risks; manage budgets and timelines; build client relationships; and supervise and mentor associates.
Fintech • Payments • Financial Services
Lead and oversee audit, review, compilation, and attestation engagements across industries. Manage engagement plans, budgets, and teams; review workpapers and financial statements; research and resolve complex accounting and auditing issues; identify risks; build client relationships; mentor and develop staff; contribute to business development and stay current on accounting standards.
Fintech • Payments • Financial Services
Lead and perform audits, reviews, compilations, and attestation services. Own significant engagement areas: testing, financial statement prep, risk assessment, and client communication. Review and coach staff, monitor engagement progress, research technical accounting issues, and maintain documentation and time reporting. Build client relationships and stay current on accounting standards.
Fintech • Payments • Financial Services
Lead tax compliance and planning for individuals, partnerships, and corporations: review returns and workpapers, research technical issues, manage year-end planning and quarterly estimates, respond to tax notices, supervise junior staff, and coordinate cross-departmental engagements and client communications.
Fintech • Payments • Financial Services
The Senior Wealth Advisor delivers personalized financial guidance, manages client relationships, develops wealth strategies, and contributes to business growth through identifying client opportunities.
Fintech • Payments • Financial Services
The Financial Due Diligence Manager leads due diligence engagements, manages projects, mentors team members, and advises clients on mergers and acquisitions.
Fintech • Payments • Financial Services
The Senior Financial Planner supports financial planning services by preparing client financial plans, managing relationships, and offering tailored recommendations while collaborating with advisors.


