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.
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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 39 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.
The Audit Senior will be responsible for coordinating the day-to-day
"in-charge" duties of planning, fieldwork and "wrap-up" to include the
preparing of financial statements with disclosures, applying most areas
of GAAP as necessary and documenting, validating, testing and assessing
various control systems. This position is also responsible for acting as
the client contact for basic questions and information and may be
involved in reviews and agreed-upon procedure engagements.
Qualifications
Education:
Bachelors degree in Accounting or equivalent required
Masters degree in Accountancy preferred
Experience:
Two (2) or more years of prior experience in public accounting or
four (4) or more years of relevant professional accounting experience
working for companies in general industry required.
One (1) or more years of prior supervisory experience preferred
License/Certifications:
CPA preferred
Actively pursuing completion of CPA licensing required
Software:
Proficiency in Microsoft Office Suite, specifically Word, Excel and
PowerPoint
Prior experience with various assurance applications and research
tools beneficial
Other Knowledge, Skills & Abilities:
Solid understanding and experience planning and coordinating the
stages to perform an audit of a basic public and/or private company
Knowledge of internal accounting controls and professional
standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc).
Strong verbal and written communication skills with the ability to
adapt style and messaging to effectively communicate with
professionals at all levels both within the client organization and
the firm
Ability to successfully multi-task while working independently and
within a group environment
Superior analytical and diagnostic skills and ability to break down
complex issues and implementing appropriate resolutions
Capable of working in a demanding, deadline driven environment with
a focus on details and accuracy
Solid project management skills
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 oneonone 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;
selfaware – 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 deadlinedriven 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
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/Masters degree in Accountancy preferred
Experience:
Five (5) or more years prior work experience in public accounting
required
Prior significant supervisory experience
License/Certifications:
Active licensed US CPA, recognized active International Equivalent or
unique qualification as defined by Firm’s Assurance Licensing Policy,
required
If active international equivalent or unique qualifications, required
to obtain an active US CPA license within approved timeframe as defined
by firm licensing requirement guidelines
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
Able to be responsible for business development and marketing
Able to be responsible for engagement profitability including
billings and collections
Job description
A Core Tax Services Associate is responsible for utilizing
his or her educational background as well as communication and
organizational skills by assisting with the preparation of tax
returns and research. In this role, the Core Tax Services Associate
will be charged with utilizing basic research skills and working
with tax software applications to complete simple tax returns for
review. We are currently seeking a Core Tax Services Associate for
our Fresno, CA office. This position is full-time with benefits
eligible.
Qualifications/Requirements
Education:
Bachelors degree in Accounting or other relevant field
required
Masters in Accountancy or other relevant field preferred
Experience:
Leadership experience preferred
Accounting based internship preferred
Minimum 1-3 years of progressive accounting experience
preferably in a public accounting with preparing tax returns for
various entities and individuals.
License/Certifications:
Eligible to sit for the CPA exams upon starting
employment required
CPA preferred
Software:
Proficient in Microsoft Office Suite; specifically,
Word, Excel, & PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax software, or comparable programs and
standard tax workpapers preferred.
Other Preferred Knowledge, Skills & Abilities:
Strong written and verbal communication skills
Ability to follow instructions as directed
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
Ability to prepare simple tax returns
Job description
A Client Relations Associate role is responsible for providing
exceptional client service, primarily via phone and email/web-based
interaction. Is responsible for client scheduling of Service Order
Requests, support requests and other matters. Maintains CRM in support
of the CAS team. Will complete special projects as assigned.
We are currently seeking a Client Relations Associate for our Fresno,
CA office. This position is full-time with benefits eligible.
Experience preparing and demonstrating technology
solutions and/or web-based and live PowerPoint presentations
helpful
License/Certifications:
CPA preferred or must be on track to be eligible to sit for CPA exams
upon earning a Bachelor’s Degree in Accounting or other relevant field
is required.
Software:
Strong technology skills in using Microsoft Office Suite;
specifically, Word, Excel, PowerPoint, and Outlook at a minimum, more
applications preferred
Experience with Adobe Acrobat preferred
A general and growing knowledge of firm products and services in the
practice area
Responsibilities, Other Skills, Experience, & Attributes:
Serves as a “Gatekeeper” for all other members of the
CAS team by handling routine emails, telephone calls and other
direct communications received from CAS clients
Reviews and assists with scheduling of Service Order and
support requests received from clients
Supports/assists with routing of Service Order requests
to sales team, to Client Support or to the 3rd party software
solution vendor where appropriate
Scheduling and confirmation of weekly, monthly and other
virtual/phone/on-site meetings for the CAS team, with related
telephone and electronic client communications
May participate as part of the Marketing Committee and
manage firm blog posting on social media sites, including
assisting with the gathering of industry information and
development of content
Direct contact with 3rd party vendors for routine client
account and support matters
CRM database records maintenance and updates with
periodic “deep clean-up”
Director of Client Celebrations and Rewards
Prospect networking at general business, association and
other functions
Liaison with sales and marketing team
Assists in proposal development
Assists with client communications and management to
support the CAS Accountant and other department staff
Special projects as assigned
Experience working in a paperless environment strongly
preferred
Strong interpersonal and relationship building skills
Experience preparing and demonstrating technology
solutions and/or web-based and live PowerPoint presentations
helpful
Understand and maintain the confidentiality of all
information
Key Success Factors:
Ability to learn new skills quickly and adapt easily to
unexpected situations as they arise
Adapts easily to learning new software applications and
demonstrates proficiency with core applications necessary for this
position
Co-operative team player with a positive “can-do”
approach
Extremely organized
Client-centric approach to all matters
Key Performance Indicators:
Demonstrated record of retention of application of
technical skills
Job description
The Core Tax Services Manager is responsible for advising clients on
the tax implications of their business objectives, evaluating, and
selecting alternative actions to lessen tax burden and cost of
compliance, identifying different methods of complying with tax
regulations while acting as the primary client contact for complex tax
issues. In this role, Core Tax Services Manager is charged with
applying knowledge to understand potential tax issues and recognizing
and communicating potential risks and potential changes in the tax
policy. In addition, the Core Tax Services Manager will be involved in
the marketing, networking, and business development within an area of
expertise and specialization and may be asked to provide written tax
advice to clients.
We are currently seeking a Core Tax Services Manager for our Fresno,
CA office. This position is full-time with benefits eligible.
Qualifications/Requirements:
Education
Bachelor’s Degree in Accounting or other relevant field
required.
Master’s in Accountancy or other relevant field
preferred.
Experience
Five (5) or more years of prior relevant tax experience
and/or public accounting, private industry accounting or
consulting/professional services experience required
Industry expertise in one or more tax specialty
preferred
Prior supervisory experience required
License/Certifications:
CPA certification, Attorney (admitted to practice in a
U.S. jurisdiction), or Internal Revenue Service Enrolled Agent
(“EA”) (or the equivalent of one of these designations) required
Possession of other professional degrees or
certifications applicable to role beneficial
Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel,
& PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process
software preferred
Other Knowledge, Skills Abilities:
Superior written and verbal communication skills
Ability to effectively delegate work as needed
Capable of developing and managing a team of tax
professionals
Strong analytical, research and critical thinking skills
as well as decision-making skills
Able to work well in a team environment
Ability to work in a deadline driven environment and
successfully multi-task while working in coordination with other
professionals while maintaining an attention to detail
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
Ability to efficiently process data using strong
technology skills
Ability to compose written tax advice
Capable of effectively developing and maintaining client
relationships
Executive presence and ability to act as primary client
contact for preparation and presentation of issues and resolutions
to clients
Job description
A Core Tax Services Senior Associate is responsible for utilizing
research skills, applying tax foundational knowledge to understand
potential tax issues, gathering client information necessary for
filing, participating in tax planning, recognizing, and communicating
potential risks, preparing tax accrual workpapers and working with tax
software applications to complete tax returns for review. In this
role, the Core Tax Services Senior Associate may be charged with
supervising and reviewing the work of Core Tax Services Associates.
We are currently seeking a Core Tax Services Senior Associate for our
Fresno, CA office. This position is full-time with benefits eligible.
Qualifications/Requirements:
Education
Bachelor’s Degree in Accounting or other relevant field
required.
Master’s in Accountancy or other relevant field
preferred.
Experience
Two (2) or more years of prior relevant tax experience
and/or public accounting, private industry accounting or
consulting/professional services experience preferred
Industry expertise in one or more tax specialty
preferred
Prior basic supervisory experience preferred
License/Certifications:
CPA certification, Attorney (admitted to practice in a
U.S. jurisdiction), or Internal Revenue Service Enrolled Agent
(“EA”) (or the equivalent of one of these designations) preferred
Possession of other professional degrees or
certifications applicable to role preferred
Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel,
& PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process
software preferred
Other Knowledge, Skills Abilities:
Solid written and verbal communication skills
Able to follow instructions as directed by members of
Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues,
problems related to compliance
Ability to effectively delegate work as needed
Trains other team members
Strong analytical, research and critical thinking skills
Able to work well in a team environment
Ability to work in a deadline driven environment and
successfully multi-task while working in coordination with other
professionals while maintaining an attention to detail
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
Job description
The Core Tax Services Senior Manager is responsible for advising
clients on the tax implications of their business objections,
evaluating, and selecting alternative actions to lessen tax burden and
cost of compliance, identifying different methods of complying with
tax regulations while acting as the primary client contact for complex
tax issues. In this role, Core Tax Services Senior Manager is charged
with applying knowledge to understand potential tax issues, and
recognizing, communicating potential risks and potential changes in
the tax policy, and making top-level decisions regarding filing,
preparation and resolution of questions from federal / state agencies.
In addition, the Core Tax Services Senior Manager will be critical
member of the office / region leadership team and actively participate
in the marketing, networking, and business development within an area
of expertise and specialization while maintaining client relationships
and acting as the primary contact for complex questions.
We are currently seeking a Core Tax Services Senior Manager for our
Fresno, CA office. This position is full-time with benefits eligible.
Qualifications/Requirements:
Education
Bachelor’s Degree in Accounting or other relevant field
required.
Master’s in Accountancy or other relevant field
preferred.
Experience
Eight (8) or more years of prior relevant tax experience
and/or public accounting, private industry accounting or
consulting/professional services experience required
Industry expertise in one or more tax specialty
preferred
Prior supervisory experience required
License/Certifications:
CPA certification, Attorney (admitted to practice in a
U.S. jurisdiction), or Internal Revenue Service Enrolled Agent
(“EA”) (or the equivalent of one of these designations) required
Possession of other professional degrees or
certifications applicable to role beneficial
Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel,
& PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process
software preferred
Other Knowledge, Skills Abilities:
Superior written and verbal communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills
as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax
professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client
relationships
Executive presence and ability to act as primary client
contact for preparation and presentation of issues and resolutions
to clients
Strong analytical, research and critical thinking skills
as well as decision-making skills
Ability to work in a deadline driven environment and
successfully multi-task while working in coordination with other
professionals while maintaining an attention to detail
Understand and maintain the confidentiality of all
information
Takes ownership of work and completes tasks in a timely
manner
Ability to efficiently process data using strong
technology skills
Job description
The Specialized Tax Services (STS) Business Incentives and Tax Credits
Group Paraprofessional is responsible for organizing, coordinating,
and preparing client data to ensure accurate and timely completion of
business and individual tax returns. This position also performs
administrative duties that support the department processes and
procedures.
We are currently seeking a Specialized Tax Services (STS) Business
Incentives and Tax Credits Group Paraprofessional for our Fresno, CA
office. This position is full-time with benefits eligible.
Qualifications/Requirements:
Education
Associate’s Degree in Accounting or other relevant field
required.
Bachelor’s Degree in Accounting or other relevant field
preferred.
Experience
Three (3) or more years of industry related experience
in a professional services firm required
Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel, &
PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process
software preferred.
Other Knowledge, Skills Abilities:
Strong written and verbal communication skills
Ability to follow instructions as directed
Ability to work in a deadline driven environment and
successfully multi-task while working in coordination with other
professionals while maintaining an attention to detail
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
Job Description:
The HR Specialist is responsible for delivering quality customer service
to firm directors and professionals by providing resolution to inquiries
related to employment verifications, HR initiatives, firm policies and
procedures, and human resources systems for benefits, time entry and
performance management. The HR Specialist also provides general support to
human resources and recruiting teams, including: documentation for all
hires, changes and terminations within the human resources management
system; processing candidate background checks; creating and distributing
offer materials; facilitating new hire on boarding though orientation
presentations; coordinating all payments of bonuses, unused PTO, severance
and appropriate unpaid deductions with payroll; and administering HR
programs such as CPA preparation materials and educational
reimbursement.The HR Specialist is also responsible for supporting on all
aspects of training and development projects, including supporting the
delivery of both live digital learning (webcast/webinar) and recorded
(online learning) knowledge sharing events.
We are currently seeking a HR Specialist for our Fresno, CA office. This
position is full-time with benefits eligible.
Reports to/Accountability:
Managing Director
Qualifications/Requirements:
Education
Associate Degree, required
Bachelor’s Degree, preferred
Degree or certification program in Human Resources, highly preferred
Experience
One (1) or more years in Human Resources role, required
Two (2) or more years in a Human Resource environment, preferred
Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel, &
PowerPoint.
Experience with Adobe Acrobat preferred.
Prior experience utilizing industry-related human resource management and
database systems, preferred
Other Knowledge, Skills Abilities:
Excellent written and verbal communication skills
Solid organizational skills with the ability to meet project
deadlines with a focus on details
Ability to work in a deadline driven environment and successfully
multi-task while working in coordination with other professionals
while maintaining an attention to detail
Ability to build and maintain strong relationships with internal and
external client personnel
Ability to successfully interact with professionals at all levels
Ability to adapt communication style to successfully convey messages
and objectives to diverse audience
Capable of maintaining confidential information and matters with
discretion
Ability to successfully evaluate issues and escalate to a higher
level or other resource, as appropriate
Solid understanding of firm policies and procedures and personnel
laws
Strong analytical skills with a solid understanding of standard
human resources processes
Ability to deliver presentations and facilitate meetings/training
sessions
Job Description:
An Administrative Assistant-Director of First Impressions is charged with
providing clerical support to assigned department by using administrative
systems, procedures and policies and monitoring and completing various
administrative projects. In this capacity, the Administrative
Assistant-Director of First Impressions will be charged with supplying
administrative support to assigned management members.
We are currently seeking an Administrative Assistant-Director of First
Impressions for our Fresno, CA office. This position is full-time with
benefits eligible.
Job Duties:
Provides excellent client services in person and via phone
Coordinates meeting and conference call arrangements, including
coordination of rooms, technical resources, and catering for assigned
management
Creates and edits all correspondence related to assigned management
Copies and collates reports; scans and files documents, as needed
Receives, sends, and files correspondence by mail, e-mail and fax
Maintains calendars for assigned Directors and other members of
management
Provides reception and office services relief (i.e.,
mail/file/stocking kitchens, etc.), as needed
Impeccably maintains the lobby, conference rooms, and common
areas as to make a favorable first impression on visitors
Drafts Services Agreements and Statements of Work to clients
Processes and sends tax returns to clients
Manages and monitors File Cabinet and other document management
Assists Firm Administrator with obtaining coding and approval for
vendor invoices
Processes and mails client invoices
Assists with tax, assurance and client accounting and advisory
services scheduling
Qualifications/Requirements:
Education
High School Diploma, GED or equivalent required
Associates Degree in Accounting or other relevant field preferred
Bachelor’s Degree in Accounting or other relevant field preferred
Experience
Three (3) or more years of administrative experience in a
professional services firm OR
One (1) year of administrative experience in a professional services
firm with Bachelor’s degree
Software:
Advanced technology skills in using Microsoft Office Suite; specifically,
Word, Excel, PowerPoint, and Outlook at a minimum, more applications
preferred
Experience with Adobe Acrobat preferred
Experience with Thomson Reuters CS preferred
Other Knowledge, Skills Abilities:
Ability to work in a deadline driven environment and successfully
multi-task while working in coordination with other professionals
while maintaining an attention to detail
Displays superior verbal and written communication skills, including
advanced knowledge of current grammar and punctuation standards
Capable of working and communicating effectively with professionals
at all levels
Possesses advanced-level knowledge of popular word processing and
administrative programs
Possesses superior customer service skills
Ability to work in a deadline driven environment and successfully
multi-task while working in coordination with other professionals
while maintaining an attention to detail
Understands and maintains the confidentiality of all information
Ability to effectively utilize multi-line telephone system