Boos & Associates, A Professional Corporation is one of the leading firms in the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.
We were recently named the Fastest Growing Accounting Firm in the Fresno area by the Fresno Business Journal.
Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Many of our associates are former Big 4 accounting firm personnel and have worked together many years. We currently have a staff of approximately 26 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting and tax into practical solutions for our clients.
Our Fresno office is a first class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and mentoring programs.
Boos & Associates, a Professional Corporation recognizes our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
Our Audit team is looking for determined people with strong analytical, communication, and organizational skills to grow with our Firm. The Firm has experienced strong growth and provides a progressive working environment.
ADDITIONAL SKILLS: -Adhere to the highest degree of professional standards and strict client confidentiality.
-Execute assigned client engagements from start to finish with your Audit Team, which includes planning, budgeting, directing, and completing assigned tasks of the integrated and financial statement audit, and managing the engagement to budget.
-Work with members of the audit team to identify and resolve any client issues discovered during audit process.
-Gain a comprehensive understanding of client operations, processes, and business objectives.
-Help research and analyze accounting issues and transactions.
-Develop and communicate recommendations for business and process improvements.
-Maintain good working relationships with client personnel to enhance customer satisfaction and work with client management and staff at all levels to perform audit services.
-Actively participate in audit planning meetings, closing meetings, and committee meetings as a key member of the audit team.
-Assist audit director and senior management on client proposals and business development calls.
-Participate in on-going audit staff recruiting efforts as needed. Attend professional development and training sessions on a regular basis.
MINIMUM REQUIREMENTS:
-Bachelor's degree in Accounting or in a business related field is required. 150 semester hours of education is preferred but not required.
-1-3 years of progressive external audit experience in a public accounting firm or a professional services firm.
-CPA license or parts of the CPA exam passed is preferred. A desire to obtain the CPA license is required.
-Exceptional client service skills with a demonstrated ability to develop and maintain client relationships.
-Strong leadership, recruiting, training and mentoring skills.
-Excellent verbal, written, and presentation skills.
We are currently seeking an Tax Manager for our Fresno office to enhance our tax practice. This person would play an integral role in growing our firm and tax practice and would be responsible for all phases of the firm's tax engagements. This person may also assist with the firm's tax consulting practice as needed.
Job Experience:
Immediate openings for Tax Manager with experience in preparing, reviewing trust and estate income tax returns and estate and gift tax returns. Must be knowledgeable of partnerships, partnerships allocations and sub S corporations, planning and compliance for high net worth individuals and the preparation of trust returns.
QUALIFICATIONS AND REQUIREMENTS: -Bachelor degree in Accounting. CPA, Masters in Taxation, LLM in Taxation, or JD.
-A minimum of five to seven years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience.
-Experience in estate and trust returns, gift tax returns, and high net-worth individual tax returns.
- Superior analytical, technical, and tax accounting/technology skills.
-Outstanding experience in staff and tax management in an integrated client service team.
-Ability to manage and develop staff in a highly interactive team environment.
-Demonstrated experience in practice development, business development, and managing other managers.
-Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
-Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
-Outstanding leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
-Computer expertise including knowledge of tax software and technology.
-Ability to work additional hours as needed and travel to various client sites.
We are currently seeking an Tax Senior for our Fresno office to enhance our tax practice. This person may also assist with the firm's tax consulting practice as needed.
Job Experience: Immediate openings for Tax Senior with experience in preparing, reviewing trust and estate income tax returns and estate and gift tax returns. Must be knowledgeable of partnerships, partnerships allocations and sub S corporations, planning and compliance for high net worth individuals and the preparation of trust returns.
QUALIFICATIONS AND REQUIREMENTS:
-Bachelor degree in Accounting. CPA or CPA Candidate. Masters in Taxation, LLM in Taxation, or JD preferred.
-A minimum of two to six years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience. -Experience in business tax returns and high net-worth individual tax returns.
-Computer expertise including knowledge of tax software and technology. Previous experience with tax software such as Creative Solutions Ultra Tax is preferred, but not required.
-Research specific technical issues.
-Ability to plan work effectively and meet deadlines.
-Maintain control over all aspects of the engagement.
-Communicate technical issues to clients and staff.
-Identify additional client services opportunities with current clients.
-Maintains and continues to develop network for practice development opportunities.
-Ability to work independently and as part of a team -Superior problem solving ability.
-Strong communication skills (written and verbal) -Self starter with high energy.
-Superior analytical, technical, and tax accounting/technology skills.
-Project management skills.
-Ability to manage and develop staff in a highly interactive team environment.
-Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
-Ability to work additional hours as needed and travel to various client sites. This position may require some Saturday or weekend work hours and overtime during the work week.
CAAS (Client Accounting and Advisory Services) and Outsourcing Manager (Fresno, CA)
Job Summary
The CAAS (Client Accounting and Advisory Services) and Outsourcing) Manager manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the CAAS Manager is responsible for client relationship management including regularly meeting (either in person or virtually) with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues.
Qualifications
Education:
- Bachelor’s degree in Accounting, Finance or relevant field; or equivalent experience required
- MBA or other relevant advanced degree (Masters in Accountancy) preferred
Experience:
- Six (6) or more years of experience performing general accounting transactions and functions required
- Two (2) or more years of supervisory experience, preferred
- Experience working with outsourced and/or delivery center operations, preferred
- Consultative or business advisory experience, preferred
License/Certifications:
- CPA certification preferred
Software:
- Experience utilizing industry standard accounting software and our Firm platform software such as Xero, Intuit’s QuickBooks Online (QBO), HubDoc and Bill.com, preferred
- Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
- Prior experience utilizing industry recognized accounting research tools, preferred
Other Knowledge, Skills & Abilities:
- Excellent oral and written communication skills
- Understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value
- Presents well in one-on-one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately
- Strong analytical and basic research skills
- GAAP knowledge, financial statement presentation, and report writing
- Solid organizational skills especially the ability to meet project deadlines with a focus on details
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
- Ability to successfully manage multiple tasks while working independently or within a group environment
- Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed
- Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed
- Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel
BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.
The Assurance Manager is responsible for supervising, directing and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing and assessing various financial reporting control systems.
Qualifications
Education
- Bachelors in Accounting or equivalent required
- MBA/Master’s degree in Accountancy preferred
Experience:
- Five (5) to seven (7) years prior work experience in public accounting
- Prior significant supervisory experience
License/Certifications:
- Licensed CPA or international equivalent
Software:
- Experience in the use of various assurance applications and research tools as is appropriate for this level
- Microsoft Office Products, including Windows, Word, Excel, and PowerPoint
Other Knowledge, Skills Abilities:
- Sound GAAP and GAAS knowledge
- Possess proven solid verbal and written communication skills
- Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting
- Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients
Job description A Payroll Specialist Associate is responsible for preparation of client payroll and payroll tax returns and workpapers, in multiple payroll software environments for review.
We are currently seeking a Payroll Specialist for our Fresno, CA office. This position is full-time with benefits eligible. The position is responsible for working closely with multiple clients to provide full service payroll and related accounting support.
Qualifications/Requirements
Associate’s Degree in Accounting or equivalent experience Minimum 2 years accounting experience preferably in a public accounting or payroll company environment. Experience preparing payroll, payroll taxes, quarterly returns and W-2s. Experience reconciling cash, payroll and general ledger accounts. Ability to read and understand financial statements. Ability to deal appropriately with confidential information and to demonstrate a high level of professionalism. Detail orientation with strong organizational, communication and multi-tasking skills . Proficiency with payroll software and Excel required. Ability to maintain a positive working relationship with clients to promote a quality of service image.
Software:
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
Experience with payroll Software, or comparable programs and standard tax workpapers preferred
Other Knowledge, Skills Abilities:
Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail
Ability to successfully multi-task while working in coordination with other professionals
Understand and maintain the confidentiality of all information
Ability to relate with diverse personalities in a tactful and mature manner
Ability to respond tactfully and professionally in high demand situations
Takes ownership of work and completes tasks in a timely manner
Ability to prioritize and meet both client and departmental demands
Follows procedures and communicates issues and status to multiple supervisors
Ability to efficiently process data using strong technology skills
