inspire. advance. lead.
As an experienced professional, you have valuable knowledge and skills. Our firm is large enough to provide you ample opportunities for growth and development, yet small enough for you to make an impact. Along with a focus on our people, Boulay provides the necessary resources for career advancement, entrepreneurship opportunities, on-going education, and flexibility in the workplace. We look for bright and innovative professionals to join our team and experience how we work together.
Please note when viewing our open positions, if you do not find a current opening that aligns with your skills or interests, we encourage you to reach out to our talent acquisition team for consideration for future opportunities.
Meet Boulay
Find your fit
Discover a career fit for your interest. No matter the department, you will obtain exposure working with clients in a variety of industries.
As trusted advisors to a broad spectrum of businesses and industries, our Assurance team delivers expertise in financial reporting, regulatory compliance, and guidance on complex technical accounting matters. We are committed to providing high-quality, timely, and efficient services through comprehensive consulting, audits, reviews, and compilations of financial statements. Our professionals partner with both publicly traded and privately held organizations across diverse sectors, offering insights on evolving accounting standards and their implications. Beyond client service, we foster collaboration and mentorship within our team, ensuring continuous growth and excellence.
Serve as a strategic advisor to clients by leading advanced accounting support, financial analysis, forecasting, and cash flow management. Oversee KPI dashboard development, guide technology integration, and drive business process optimization to enhance efficiency and performance. Deliver accurate financial statements and provide insights that inform decision-making and support sustainable business growth, while also mentoring junior team members.
Work with clients in administration of estates and trusts, including analysis of related documents, preparation and review of tax returns, and fiduciary accounting. Consult with clients on how to minimize estate and gift taxes on their overall estate plan, while meeting their charitable and financial goals.
Our internal client services teams include Human Resources, Marketing, Information Technology, Learning & Development, Internal Accounting and Office Administration. These departments help grow and advance our firm and offer systems, programs and tools that support the work for our clients.
Our RPA team provides qualified plan consulting and administration services to ensure our clients’ retirement plans are compliant with the IRS and DOL. Assist clients in developing and analyzing competitive benefit programs (ESOP and 401(k) plans).
Help clients enhance their information security and risk management posture through independent assessments such as SOC 1 / SOC 2 examinations and ISO 27001 audits.
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.
Whether a client is selling, buying, or looking to understand the value of their business, our transaction advisors offer support by providing valuation, due diligence, and transaction consulting expertise—helping clients ensure they have the right information to make informed decisions.
Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial complexities life. Work with a team of about 40 who serve successful entrepreneurs, individuals, families, and business owners to create customizable and dynamic plans to help reach their clients’ financial and personal goals.
TEAM MEMBER TESTIMONIALS
