Careers

STS Federal Tax Credits & Incentives Associate

We are currently seeking a Specialized Tax Services (STS) Work Opportunity Tax Credit Specialist for our Fresno, CA office. Tax Credit Specialists support both our clients and sales teams by providing full service of the WOTC Program, from implementation to calculating credits on behalf of our clients. On a daily basis, they are ensuring proper documentation is processed and sent to the proper State Workforce Agencies. Within each of these tasks, they are responsible for ensuring accuracy in data entered, quality customer service, and a timely turnaround time, as well as troubleshooting any issues that arise within their processes. A successful specialist has excellent time management skills, a strong focus on organization and communication, and a positive attitude. A specialist will be known for their customer service by providing our clients with on time 100% accurate set up, and providing each client with top of the line trainings and service.. Our Specialized Tax Services (“STS”) practice has gone through tremendous growth and continues to expand rapidly. This position is full-time with benefits eligible.

Qualifications/Education:

• High School Diploma Required.
• Associates Degree preferred

Experience

• Experience with State and/or Federal taxes, primarily WOTC, preferred
• Demonstrates proficiency with computers, specifically Microsoft Office Suite.

Other Knowledge, Skills & Abilities

• Fluent in Spanish, preferred
• Ability to manage multiple tasks while maintaining organization and timely completion of projects.
• Must be detail oriented and have a record of low error levels.
• Demonstrated proficiency with computers, specifically Microsoft office suite
• Strong interpersonal skills with the ability to work various department functions.
• Ability to communicate effectively in both oral and written form.
• Self-directed with the ability to work with little supervision.
• Flexible and cooperative in fulfilling all obligations.
• Excellent verbal and written communications skills are a must.
• Pay close attention to detail.

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.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared 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.

STS Federal Tax Credits & Incentives Manager

We are currently seeking a Specialized Tax Services (STS) Business Incentives and Tax Credits Group Manager for our Fresno, CA office. Our Specialized Tax Services (“STS”) practice has gone through tremendous growth and continues to expand rapidly. This position is full-time with benefits eligible.

Qualifications/Education:

• Bachelor’s degree, required; focus in Accounting, preferred
• Master’s degree in Accounting/Taxation or J.D., preferred

Experience

• Five (5) or more years of prior experience in employment tax experience, required
• Prior experience supervising employment or tax professionals on a project or engagement basis, required
• Experience with CARES Act employee retention credit, 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

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
• Exposure to and familiarity with standard employment tax applications and research tools, preferred

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills
• Superior analytical and research skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effective managing a team of tax professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
• Advanced knowledge of sources of relevant information utilized in tax filings
• Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues

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.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared 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.

STS Federal Tax Credits & Incentives Associate

We are currently seeking a Specialized Tax Services (STS) Federal Tax Credits & Incentives Associate for our Fresno, CA office. The STS Federal Tax Credits & Incentives Associate presents a unique opportunity to gain hands on experience in helping companies and individuals identify credits, incentives, and deductions like the Employee Retention Credit, Disaster Zone Credits, R&D Tax Credit, Accounting Methods, Green Investments, etc. Our Specialized Tax Services (“STS”) practice has gone through tremendous growth and continues to expand rapidly. This position is full-time with benefits eligible.

Qualifications/Education:
*

• Bachelor’s degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required
• Master’s in Accountancy or Taxation preferred

Experience

*

• Leadership experience preferred
• Accounting based internship preferred

License/Certifications:

• Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (“EA”) (or progress towards the equivalent of one of these designations) upon starting employment preferred

Software

• Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word

Other Knowledge, Skills & Abilities
*

• Excellent verbal and written communication skills
• Entrepreneurial spirit and leadership mentality
• Ability to interact effectively with people at all organizational levels of our Firm
• Ability to work independently and within a team environment with a focus on superior customer service
• Exceptional organizational and project management skills, with ability to multi-task in a fast-paced, deadline-driven environment
• Strong initiative, drive to lead, and desire and ability to enhance and grow the STS practice
• Building, maintaining, and utilizing networks of client relationships and community involvement

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.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared 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.

Senior Audit Associate

Fresno, CA/Remote

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

HR Specialist

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

Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. We were recently named one of the Fastest Growing Accounting Firm and Business in the Fresno area by the Fresno Business Journal. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 30 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, tax, and consulting 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 career advisor 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.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared 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.

Core Tax Services Senior Manager

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

Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. We were recently named one of the Fastest Growing Accounting Firm and Business in the Fresno area by the Fresno Business Journal. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 30 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, tax, and consulting 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 career advisor 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.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared 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.

Core Tax Services Manager

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

Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. We were recently named one of the Fastest Growing Accounting Firm and Business in the Fresno area by the Fresno Business Journal. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 30 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, tax, and consulting 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 career advisor 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.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared 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.

Core Tax Services Associate

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

• Bachelor’s Degree in Accounting or other relevant field required.
• Master’s 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 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
• Ability to prepare simple tax returns

Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. We were recently named one of the Fastest Growing Accounting Firm and Business in the Fresno area by the Fresno Business Journal. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 30 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, tax, and consulting 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 career advisor 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.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared 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.

Specialized Tax Services Paraprofessional

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/Education:

• Associate or Bachelor degree preferred

Experience

• Two (2) or more years of industry related experience in a professional services firm required

Software

• Advanced level of proficiency in Microsoft Office Suite required

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 independently or in coordination with other professionals
• Understands and maintains the confidentiality of all information
• Excellent interpersonal skills with the ability to interact with diverse personalities in a tactful and mature manner
• Excellent written and verbal communication skills
• Ability to respond tactfully and professionally in high demand situations

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.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared 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.

Client Relations Associate

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.

Reports to/Accountability:
CAAS Accounting Manager

Qualifications/Requirements:
Education

• Associates Degree in Accounting or other relevant field required
• Bachelor’s Degree in Accounting or other relevant field preferred
• College interns in their junior or senior year with a major in accounting will be considered

Experience * Prior experience in a customer/client service role, preferably including both business-to-business support and individual consumers

• Prior accounting/bookkeeping experience strongly preferred
• 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
• Quality of work output
• Integration into the team
• Meeting assignment objectives (timeframes, budgets, outcomes)
• Client satisfaction

Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. We were recently named one of the Fastest Growing Accounting Firm and Business in the Fresno area by the Fresno Business Journal. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 20 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, tax, and consulting 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 career advisor 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.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared 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.