We are currently seeking an Assurance Senior Associate to join Boulay's team.
Assurance Senior Associates are responsible for assisting our internal team engaged in financial reporting for our clients. This includes examination of the financial record keeping and reporting processes and possible tax assignments. This position also allows for acquisition of knowledge about the broader scope of the business and the Firm, builds client relationships, and maintains smooth working relationships.
Tasks are conducted primarily without direct supervision but with guidance from a Supervisor, Manager, or Partner. Some delegation and supervisory responsibilities may occur with less experienced staff. Work is often conducted out at a client location, primarily within the Twin Cities Metro Area.
Essential Functions and Responsibilities: To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.
Client-Facing & Technical Work:
- Perform compilations, reviews, and audits of financial statements
- Perform more complex attestation services including, but not limited to: accounts receivable, accrued liabilities, income and expense analysis, equity and investments, and inventory
- Review the workpapers on less complex audits, reviews, and compilations for completeness and accuracy
- Delegate and oversee the initial preparation and set-up of client files and engagement letters
- Plan and coordinate work on assigned segments of an engagement
- Determine the extent of sample sizes required in an audit and select the transactions to be tested
- Work effectively within given budgetary parameters
- Prepare client financial statements and related documents
- Research technical issues
- Prepare drafts of client communications
- Discuss and explain accounting transactions with clients in a group or one-on-one setting
- Begin to identify potential risks, concerns, or issues regarding the client