Estate & Trust Senior Associate

We are currently seeking a Senior Associate to join our Estate & Trust team! The Senior Associate is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of advanced accounting and tax assignments. Tasks are conducted under limited direct supervision but under the review of Supervisor, Manager, or Partner.  This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks.

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.

Essential Functions and Responsibilities:

• Prepare complex trust and estate income, gift, and estate tax returns
• Perform trust accounting 
• Review basic trust and estate income tax returns 
• Assist with drafting estate plans 
• Assist with probate and estate administration 
• Assist with the filing of probate documents with the court 
• Assist with light real-estate administration 
• Assist with initial preparation of client files  
• Demonstrate proficiency with software, time management, and communication, while maintaining professionalism and adhering to Firm standards and ethical guidelines
• Complete other duties, tasks, or special projects as assigned 

Requirements

Required:

• Bachelor’s Degree in Accounting, Finance, or related field 
• 2+ years of applicable experience  
• Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite  
• Knowledge of Internal Revenue Code, tax law, and tax processes
• Demonstrates adaptability, strong attention to detail, and the ability to quickly learn new processes, apply accounting concepts, and handle sensitive information with discretion.
• Excels in independent work and collaboration, with strong interpersonal skills, sound judgment, and the ability to communicate effectively in both written and verbal English while managing multiple priorities.

Preferred:  

• Previous estate and trust experience 
• Previous tax preparation experience
• CPA licensure or actively working towards it 
• Familiarity with accounting software programs: ProSystemsFx Tax, CaseWare, XCM, Maconomy, Quickbooks, and T-Value  
• Familiarity with estate and trust software programs: EstateVal and Estate Planning Tools 

Benefits

Boulay Offers

• Flexible Working Hours
• Paid Holidays, PTO, and Personal Time             
• Mentorship Programs
• Training & Development Programs                          
• Open Doors at All Levels
• Extensive Benefit Offerings                                     
• Employee Appreciation Activities

The annual salary range for this position is: $72,000 - $102,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid work environment, paid time away, and more. 

Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Jenna Tackmier at jtackmier@boulaygroup.com. 

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.