Jobs at Boulay

Support advisors by building financial plans in eMoney, researching planning topics, preparing client meeting materials, rolling tax returns into Holistiplan for tax projections, and assisting with portfolio tasks including trading support and investment due diligence.

Participate in all phases of assurance engagements including planning, fieldwork, and wrap-up. Perform compilations, reviews, and audits of financial statements; test revenue and expenses; audit cash, accounts payable, accrued liabilities, PP&E, and debt schedules. Assist with client communications, special projects (due diligence/M&A), and possible individual tax preparation. Receive one-on-one training, mentorship, and develop competency with accounting software and GAAP/attestation standards.

Support buy/sell-side due diligence projects by extracting and formatting data, building Excel-based financial models (cash-to-accrual), applying GAAP fundamentals, reviewing QuickBooks/ERP data, shadowing client meetings, and presenting a capstone case study to team leaders.

Paid summer internship supporting assurance engagements: perform compilations, reviews, and audits; assist with planning, fieldwork, testing, client communications, and report preparation; gain exposure to tax and special projects while developing accounting and audit software skills under mentorship.

Paid spring internship preparing individual and business income tax returns, performing tax research, assisting with quarterly planning, responding to tax authorities, and supporting special projects. Includes training, mentorship, and professional development in an on-site Mankato office.

Support client accounting tasks including AP/AR, payroll support, data entry, reconciliations, preparing basic financial reports, 1099s, and simple tax filings while receiving mentorship and training.

Support buy- and sell-side due diligence projects by extracting and formatting data, building Excel-based financial models and linked statements, reviewing QuickBooks/ERP data, conducting cash-to-accrual analyses, shadowing client meetings, completing a case study, and presenting findings to the consulting and due diligence teams.

Assist valuation consulting teams by researching clients and industries, building detailed financial models (income statement, balance sheet, cash flow), applying valuation methods (DCF, multiples), preparing valuation reports and proposals, and presenting findings. Participate in special projects and receive mentorship and training in a Minneapolis office internship (Jan–Apr).

Prepare individual and business income tax returns, assist with quarterly planning, respond to federal/state tax inquiries, perform tax research, and support special projects while receiving mentorship, training, and professional development.

Serve as a senior client-service partner to Wealth Advisors by managing client relationships, coordinating onboarding and meetings, administering accounts in Tamarac/CRM, mentoring associates, driving process improvements, and collaborating with advisors and external professionals to ensure exceptional, concierge-quality client experiences.

The Senior Financial Planner supports financial planning services by preparing client financial plans, managing relationships, and offering tailored recommendations while collaborating with advisors.

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.

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.

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.

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.

The Senior Wealth Advisor delivers personalized financial guidance, manages client relationships, develops wealth strategies, and contributes to business growth through identifying client opportunities.