Jobs at Boulay

The Assurance Manager leads audit, review, compilation, and attestation engagements; develops plans, manages budgets and timelines, reviews financial statements and workpapers, resolves accounting issues, assesses risk, and ensures quality client service. The role builds client relationships, supports business development, and mentors engagement teams through coaching, delegation, and performance feedback. Work occurs in the office and at client locations across the Twin Cities Metro Area.

Performs audits, reviews, compilations, and attestation services; supports engagement planning, risk assessment, testing, financial statement preparation, and technical accounting research. Reviews associate work, monitors project progress, manages client communications, identifies process improvements, and supports staff development through coaching and supervision. Maintains engagement documentation, schedules, time reporting, and client records while staying current on accounting standards and professional requirements.

Lead audit, review, compilation, and attestation engagements; oversee planning, staffing, budgets, timelines, testing, workpaper and financial statement review. Research accounting issues, assess risks, advise clients, and ensure quality deliverables. Supervise, coach, and mentor associates and senior associates while collaborating with managers and partners. Maintain expertise in GAAP, auditing standards, accounting developments, and continuing education requirements.

Perform audits, reviews, compilations, and attestation services across client engagements. Responsibilities include planning, risk assessment, fieldwork, financial statement preparation, technical accounting research, client communications, and revenue and expense testing. The role requires direct client interaction, strong knowledge of GAAP and attestation standards, effective organization and communication, and willingness to develop professionally within a collaborative assurance team.

Performs outsourced accounting activities for multiple clients, including reconciliations, accounts payable and receivable, payroll, inventory, accruals, fixed assets, tax filings, 1099s, and financial statements. Maintains accounting records, supports month-end and year-end close, ensures reporting compliance, identifies risks, explains processes to clients, and collaborates with internal teams on projects and deadlines.

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

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.

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

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.