Tax Manager - Private Equity and Search Funds

We are currently seeking a talented and enthusiastic individual to join our Tax Department.  Our tax team proactively services individuals and businesses to help clients minimize taxes and maximize growth. With ongoing continuing education, you’ll stay current on tax legislation to identify strategic tax planning opportunities for clients.

 With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities

·         Review more advanced tax computations, workpapers, and tax entries 

·         Assist with the review of partnership allocations, and maintenance of capital accounts on a §704(b) and “inside” tax basis

·         Assist with the review of ASC740 accounting for income tax provisions

·         Review business tax returns (partnership, multistate, corporate and other) 

·         Assist with year-end planning and quarterly tax estimates 

·         Review and assist in researching technical issues 

·         Proactively manage annual tax compliance engagements, and special projects

·         Initiate and manage internal and external client communication

·         Address IRS or State Taxing Authority notices and coordinate the preparation of a timely response 

·         Organize and coordinate clients’ income tax data for accurate and timely completion 

·         Identify and communicate tax planning ideas with a Manager/Partner 

·         Assist with billing

·         Collaborate cross-departmentally to gather information and resolve client matters 

·         Demonstrate competency with necessary software 

Requirements

Bachelor’s degree in accounting or finance

CPA License

5+ years of progressively challenging Public Accounting experience 

Business tax return review experience (primarily partnership, and multistate corporate)

Understanding of the life cycle of PE and Search Fund owned businesses (formation, operation, sale events)

Understanding of basic tax M&A transactional issues and concepts (i.e. asset vs. stock sale, treatment of transaction costs, etc.)

Familiarity with partnership tax matters (Operating agreements, §704(b) capital accounts, and §704(c) Principles) 

Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite 

Experience with preparing and reviewing partnership allocations in tax software

Strong knowledge of Internal Revenue Code, tax law, and tax processes 

Familiarity of generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards 

Ability to creatively solve problems and analyze client data 

Ability to effectively delegate, supervise and review work of less experienced staff 

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home