Client Accounting and Advisory Services (CAAS) Internship - Spring 2027

Boulay Financial Advisors, LLC; Minneapolis, Northern (MN, KY); Hybrid; USD 32,000 - 45,000; Full time

Benefits offered by this job

Boulay Buddy Program

Intern Appreciation Event

Prepare to Launch Your CPA Session

Training & Development Programs

Open Doors at All Levels

Feedback Discussions

Employee Appreciation Activities

Job summary

Boulay Financial Advisors, LLC in Minneapolis, MN is seeking a CAAS Intern to support day-to-day accounting, payroll, and client-facing tasks. You’ll gain practical experience through diverse projects, in-house training, and direct mentorship while working on AP/AR, reconciliations, and financial reporting.

The internship runs January to end of April, in a hybrid format with some days in the office and some remote, with housing/class considerations. Compensation is hourly and paid.

Qualifications

• Working toward a bachelor’s or master’s degree in accounting and/or 150 credit hours, preferred
• Finance majors will be considered
• Minimum 3.0 GPA and a solid track record of academic achievements
• Completion of intermediate accounting course(s) by time of internship
• Proficient in Microsoft Excel, Word and Outlook
• Exemplary communication and organizational skills
• Strong desire to learn and develop professionally
• Motivated to serve clients
• Desire to be a team player

Responsibilities

• Help with basic day-to-day accounting tasks (AP/AR, data entry, reconciliations, and payroll support)
• Assist with organizing and maintaining accounting records and files
• Support the team with preparing financial reports, 1099s, and simple tax filings
• Help track expenses, invoices, and reimbursements
• Communicate with team members on task progress and ask questions when needed
• Follow firm guidelines and maintain a professional, team-oriented approach
• Ad hoc projects or tasks as requested

Skills

Communication

Organizational skills

Team player

Education

Bachelor's or Master's in Accounting

150 credit hours preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

We are currently seeking a talented and enthusiastic individual to join our Consulting department as a Client Accounting and Advisory Services (CAAS) Intern. This team specializes in accounting and consulting services, integrating business and owner strategies that help clients understand their impact on future success. Experience working directly with our clients and receive one-on-one training from our team to help you learn and grow in your career.

As an Intern, you will support the team in helping clients with their day-to-day accounting needs. This includes assisting with basic tasks like processing accounts payable and accounts receivable, helping with payroll, and working with different clients on routine accounting activities. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, and direct mentorship.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities

• Help with basic day-to-day accounting tasks (AP/AR, data entry, reconciliations, and payroll support)
• Assist with organizing and maintaining accounting records and files
• Support the team with preparing financial reports, 1099s, and simple tax filings
• Help track expenses, invoices, and reimbursements
• Communicate with team members on task progress and ask questions when needed
• Follow firm guidelines and maintain a professional, team-oriented approach
• Ad hoc projects or tasks as requested

• Working towards a bachelor’s or master’s degree in accounting and/or 150 credit hours, preferred
• Finance majors will be considered
• Minimum 3.0 GPA and a solid track record of academic achievements
• Completion of intermediate accounting course(s) by time of internship
• Proficient in Microsoft Excel, Word and Outlook
• Exemplary communication and organizational skills
• Strong desire to learn and develop professionally
• Motivated to serve clients
• Desire to be a team player

• Boulay Buddy Program
• Intern Appreciation Event
• Prepare to Launch Your CPA Session
• Training & Development Programs
• Open Doors at All Levels
• Feedback Discussions
• Employee Appreciation Activities

Internships are paid, full-time experiences which run January - and end of April in our Minneapolis, Minnesota office. For January, this internship will follow a hybrid format, with two-three days in the office and the remaining days remote. We recruit well in advance of this time frame to allow you flexibility and time to make arrangements for housing and required classes.

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. If you require any accommodation for an interview/event, please contact Megan Koosman at [e-mail].

The wage for this position is $28.00 per hour. This salary range reflects anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending on an individual’s experience, knowledge, and skills. You will receive an in-depth onboarding and training and supportive Boulay Buddy to help you acclimate to your role.