Boulay

Manager

• Manage and oversee audit, review, compilation, and other attestation engagements for clients across a variety of industries.
• Develop engagement plans, timelines, and team assignments to ensure successful project execution.
• Review workpapers, testing procedures, financial statements, and client deliverables for quality and accuracy.
• Research and resolve complex accounting and auditing issues while providing guidance to clients and engagement teams.
• Identify risks, address engagement issues, and collaborate with Partners to deliver exceptional client service.
• Build strong client relationships and serve as a trusted advisor on financial reporting and business matters.
• Monitor engagement budgets, timelines, and overall performance.
• Supervise, mentor, and develop team members through coaching, delegation, and performance feedback.
• Contribute to business development activities and identify opportunities to expand client relationships and firm services.
• Stay current on accounting standards, industry trends, and continuing education requirements.

Assurance Manager

Insurance

• Perform audits, reviews, compilations, and other attestation services for clients across various industries.
• Assist with engagement planning, risk assessment, testing procedures, and financial statement preparation.
• Review work completed by associates for accuracy, completeness, and compliance with firm standards.
• Research technical accounting issues and contribute to client communications and deliverables.
• Build and maintain strong client relationships while identifying opportunities to improve processes and address business challenges.
• Monitor engagement progress, communicate status updates, and help ensure projects are completed on time and within budget.
• Support staff development by sharing knowledge and serving as a resource throughout engagements.
• Contribute to a collaborative, positive team environment, especially during busy periods.
• Maintain accurate time reporting, project documentation, scheduling, and client records.
• Stay current on accounting standards, industry trends, and professional development requirements.

Senior Assurance Associate

• Review advanced tax computations, workpapers, and tax entries
• Assist clients with bookkeeping and adjusting journal entries
• Review tax returns (individual, partnership, multistate, corporate, and other)
• May be authorized to sign tax returns in the course of this role
• Manage year-end planning and quarterly tax estimates
• Address IRS or State Taxing Authority notices and provide a timely response
• Review and assist in researching technical issues
• Verify the validity and accuracy of client financial matters
• Initiate and manage client communications
• Identify and communicate issues and tax planning ideas with a Partner
• Coordinate, plan, and schedule workflow for effective engagement management
• Organize and coordinate clients’ income tax data for accurate and timely completion
• Delegate and oversee the initial preparation and set-up of client files
• Delegate preparation of payroll and quarterly/year-end payroll tax returns

Assurance Manager

Senior Assurance Associate

Tax Manager