40 results for Cfo Chief Financial Officer in Bloomington, MN
CFOWe are offering an exciting opportunity for a CFO in the finance industry, located in Minneapolis, Minnesota, 55401, United States. The role is focused on building and leading the finance and accounting teams with the ultimate goal of preparing the company for public trading. <br><br>Responsibilities<br>• Spearhead the creation and development of the accounting and finance teams.<br>• Implement and maintain GAAP accounting practices and systems.<br>• Oversee all aspects of corporate finance.<br>• Drive the company's financial growth and scalability.<br>• Manage investor relations and ensure clear communication of financial performance and strategy.<br>• Ensure full cycle accounting processes are carried out accurately and efficiently.<br>• Administer all finance-related tasks.<br>• Prepare and guide the company towards going public.VP/Director of FinanceWe are offering a permanent employment opportunity in the higher education industry at Bloomington, Minnesota, United States. We seek a VP/Director of Finance who will be instrumental in managing crucial financial operations while ensuring compliance with governmental and regulatory accounting standards. This role involves maintaining the accuracy and integrity of financial reporting. <br><br>Responsibilities:<br><br>• Management of core financial functions, including general accounting, budgeting, and accounts receivable and collections.<br>• Oversee procurement and contract management operations.<br>• Manage accounts payable and fixed assets.<br>• Ensure accurate tax reporting and cash management.<br>• Guarantee compliance with governmental accounting standards and regulatory requirements, while ensuring robust internal controls.<br>• Uphold the integrity and accuracy of financial reporting to support strategic decision-making.<br>• Collaborate with the VP of Administration/CFO to finalize the annual budget and forecasting processes.<br>• Utilize accounting software systems effectively.<br>• Execute internal control reviews and understand regulatory reporting requirements.<br>• Manage corporate procurement and cash management.<br>• Oversee grant accounting and government grants.VP of FinanceWe are offering an opportunity for a VP/Director of Finance in Arden Hills, Minnesota. The individual will be responsible for overseeing the finance, accounting, budgeting, and financial reporting aspects of the organization. The role involves engagement with multiple departments, ensuring the organization's goals are met and new initiatives are properly funded. <br><br>Responsibilities:<br><br>• Plan and implement systems that fulfill the department's mission and goals efficiently and effectively.<br>• Provide leadership and day to day management of finance, accounting, tax, audit, business technology, risk management, purchasing, budgeting, financial reporting, and analysis, investment analysis, and management.<br>• Assure monthly financial statements provide an accurate picture of current financial conditions of the Organization consistent with generally accepted accounting practices (GAAP), nonprofit law, and organizational policy.<br>• Conduct internal audits to assure compliance and maintain business and financial records in accordance with financial accounting and reporting systems, controls, accountabilities, legal, tax, and audit parameters.<br>• Conduct financial and business analyses of potential new ventures and develop funding models and implementation plans.<br>• Manage all financial activities including cash flow management, investment management, analysis of capital projects, asset sales, and the safeguarding of all assets.<br>• Oversee the development of the annual operating budget, including all department and subsidiary budgets.<br>• Lead the decision-making process for real estate and major lease and buy activities.<br>• Communicate regularly with the audit/finance committee and the board of directors.<br>• Drive employee engagement and organizational performance by improving employee line of sight to strategic goals.<br>• Establish and implement finance and business technology efforts that effectively communicate and support organizational mission, goals, and strategic vision.<br>• Establish and maintain constructive and effective relationships with audit.Assistant Controller<p>Robert Half is offering an exciting opportunity for an Accounting Manager/Assistant Controller in the southwest metro. In this role, you will be entrusted with the responsibility of leading the accounting department staff and financial functions, overseeing the corporate accounting function, and ensuring compliance with GAAP and all applicable regulations. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the corporate accounting function to ensure the timely and accurate dissemination of financial management reports, including balance sheets, income statements, cash flow, and profitability.</p><p>• Analyze financial statements on a monthly basis, identify areas for process improvements, and lead the implementation.</p><p>• Assist in the management of vendor relationships with accounting and banking, leveraging your experience to manage cash flow.</p><p>• Coordinate the month-end close process and all subsequent financial reporting.</p><p>• Prepare annual budgets and monthly reports to monitor performance.</p><p>• Assist the CFO and third-party tax specialists to ensure corporate income tax compliance and the accurate and timely completion of all corporate income tax returns, taking full advantage of all favorable tax codes.</p><p>• Support the COO and CFO with long-term forecasting and profitability decision-making metrics.</p><p><br></p><p>Salary up to $150k plus benefits. If you are interested, please reach out to Priya Bhalla at 612-249-0251 or LinkedIn.</p>Accounting Manager/Supervisor<p>We are offering an exciting opportunity for an Accounting Manager/Supervisor in Maple Grove, Minnesota. This role is crucial within the manufacturing industry and will involve overseeing an AP person and performing a variety of accounting functions. The successful candidate will report directly to the CFO.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Supervise and manage accounting functions to ensure efficient operations.</p><p>• Utilize accounting software systems and ERP - Enterprise Resource Planning tools for streamlined processes.</p><p>• Oversee accounts payable (AP) to maintain financial accuracy.</p><p>• Perform month end close activities and account reconciliation tasks to ensure financial accuracy.</p><p>• Conduct auditing activities to ensure compliance with financial regulations.</p><p>• Implement A to Z accounting practices to maintain fiscal stability.</p><p>• Liaise with the CFO, providing regular reports and updates.</p>Accounting Manager/Supervisor<p>We are offering an exciting opportunity for an Accounting Manager/Supervisor in the Bloomington area. This role will manage two people and is a hybrid model. This organization continues to have huge growth and opportunity for employees. Salary up to $140K plus incentives. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690.</p><p>Responsibilities:</p><p>• Utilize SAP software for various accounting functions and data management.</p><p>• Collaborate with other teams and departments to streamline financial operations and processes.</p><p>• Develop and implement effective strategies for financial management and control.</p><p>• Ensure compliance with relevant financial regulations and standards.</p><p>• Provide leadership and guidance to the accounting team, promoting a positive and productive work environment</p>Financial Analyst/Manager<p>A leading organization is seeking a skilled professional to support accounting and reporting functions within their finance group. This role tackles financial challenges such as manufacturing costing, profitability analysis, trend reporting, and variance assessments. Reporting to the Senior Finance Director, responsibilities include oversight of a manufacturing facility, global NRE project analysis, month-end close activities, KPI tracking, and ensuring compliance with US GAAP. You’ll also assist with process improvements, system upgrades, and ad hoc projects. Apply today and make an impact!</p><p><br></p><p>Benefits offered include medical, dental/vision, life insurance, 401k match, PTO, Accident insurance.</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.</p>Finance Manager<p>We are seeking a skilled financial professional to lead planning, reporting, and investments in fast-growing technology areas. Collaborating with senior leaders, you’ll ensure accurate financial reporting, robust controls, and strategic insights to drive growth. Responsibilities include operational planning, investment prioritization, financial performance tracking, risk management, and effective communication to support executive decision-making. Success requires strong analytical thinking, communication, and adaptability to thrive in a dynamic, complex environment.</p><p><br></p><p>This opportunity comes with medical, dental/vision, life insurance, discretionary bonus, potential stock options, PTO, and much, much more! </p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.</p>Financial Analyst/Manager<p>A leading organization is seeking a skilled professional to support accounting and reporting functions within their finance group. This role tackles financial challenges such as manufacturing costing, profitability analysis, trend reporting, and variance assessments. Reporting to the Senior Finance Director, responsibilities include oversight of a manufacturing facility, global NRE project analysis, month-end close activities, KPI tracking, and ensuring compliance with US GAAP. You’ll also assist with process improvements, system upgrades, and ad hoc projects. Apply today and make an impact!</p><p><br></p><p>Benefits offered include medical, dental/vision, life insurance, 401k match, PTO, Accident insurance. </p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.</p>Accounting Manager<p>We are looking for an Accounting Manager to join a growing manufacturing company in the Metro area. This individual will lead the accounting team, ensure ERP integrity, and provide accurate financial insights to support strategic decision-making. This role requires strong U.S. GAAP expertise, leadership skills, technical accounting, and the ability to foster cross-functional relationships. Responsibilities include overseeing financial reporting, managing cash flow forecasts, ensuring tax and audit compliance, and driving strategic initiatives.</p><p><br></p><p>This opportunity comes with medical, dental/vision, disability insurance, HSA and FSA, life insurance, 401k matching, and PTO. </p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken. </p>Financial Planning & Analysis ManagerWe are offering an exciting opportunity for a Financial Planning & Analysis Manager in Eagan, Minnesota. In this role, you will play a critical part in shaping the strategic direction and financial health of our organization. You will be responsible for leading financial planning, analysis, and strategy formation to support our growth objectives and operational efficiency. This role will involve working closely with the executive team to drive business decisions, optimize financial performance, and ensure sustainable growth.<br><br>Responsibilities:<br><br>• Lead both long-term and short-term financial planning, which includes budgeting, forecasting, and allocating investment capital, to optimize resource distribution.<br>• Conduct strategic analysis and support business development efforts through detailed market and opportunity analysis, financial projections, and strategic analysis.<br>• Monitor and report on changes in the market, including macroeconomics and peer/competitor trends, to enable proactive decision-making.<br>• Develop a high-performing FP& A functionality, serving as a trusted advisor to the executive team and attracting and developing talent for the organization.<br>• Support due diligence, financial analysis, and strategic analysis of partnerships and opportunities, including business development, joint ventures, financial projections, and go-to-market support.<br>• Lead financial modeling and planning analysis, including monitoring forecasts, conducting analysis, and developing a 5-year financial model.<br>• Support the annual budgeting process across the organization through financial modeling and FP& A support.<br>• Develop and support financial and management reporting, which includes enterprise-wide dashboards and key operating result reporting.<br>• Provide strategic, insightful analysis of industry financial results and competitive positioning.Internal Audit Manager/Director<p>We are offering an exciting opportunity for an Internal Audit Director in the West Metro. The role involves leading financial statement scoping, project managing ICFR and SOC testing, championing the ICFR culture, managing and developing a team of audit professionals, evaluating and documenting ICFR and SOC deficiency conclusions, and overseeing regulatory examination requests.</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.</p>Accounting ManagerWe are offering an exciting opportunity in Minneapolis, Minnesota for an Accounting Manager to join our team. In this role, you will be overseeing all accounting operations, including the management of client accounting functions, ensuring compliance with financial regulations, and leading continuous process improvement within the department.<br><br>Responsibilities:<br><br>• Oversee and manage all facets of the accounting processes such as general ledger, time entry, accounts payable, and cash management.<br><br>• Lead and manage the accounting team, ensuring their development and cross-training.<br><br>• Handle client accounting functions including client/matter intake, billing, accounts receivable, and trust accounting.<br><br>• Prepare, analyze, and interpret financial statements, forecasts, and reports for the team and management.<br><br>• Ensure efficient month-end closing, bank reconciliations, and preparation of annual tax returns with external accounting firm.<br><br>• Ensure all accounting operations are in compliance with industry regulations and prepare for audits.<br><br>• Drive the strategy for continuous process improvement within the accounting department.Treasury Manager<p>We are on the hunt for a Treasury Manager for out client in the financial services industry, situated in Minneapolis, Minnesota. As a Treasury Manager, your main focus will be to oversee the structuring and execution of funding facilities, manage warehouse and bank facilities, perform collateral analysis, and handle capital structure analysis. You will also contribute to liquidity management and planning, and financial risk management.</p><p> </p><p> Responsibilities:</p><p> • Handling the optimization of corporate capital structure which includes senior warehouse facilities, and subordinated debt.</p><p> • Assisting with the enhancement of monthly reporting processes and models for the benefit of internal stakeholders, auditors, and creditors.</p><p> • Managing the requirements for collateral reporting and maintaining covenant compliance for external stakeholders.</p><p> • Facilitating communication with rating agencies and investors.</p><p> • Assisting with the creation of a framework to optimize collateral pools across warehouse and credit facilities.</p><p> • Managing liquidity and cash forecasting processes and models.</p><p> • Collaborating with both internal and external parties for due diligence and requests related to financing activities.</p><p> • Developing and maintaining reports across business intelligence platforms.</p><p> • Participating in both recurring and ad-hoc business performance analyses.</p><p> • Developing and measuring Key Performance Indicators (KPIs).</p><p> • Analyzing various financing options to determine the optimal funding strategy.</p><p> • Understanding and negotiating legal agreements and documentation related to transactions.</p>Associate Director of Tax<p>We are searching for an Associate Director of Tax to be a part of our clients growing firm located in Twin Cities area. This role will be pivotal in our Finance department, supporting the Managing Director of Tax. The Associate Director of Tax will be actively involved in various tax-related activities, such as transaction due diligence, structuring, compliance, reporting, and liaising with different stakeholders. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage tax compliance processes at all levels - federal, state, and international - across all funds.</p><p>• Develop and implement tax models for new investments, focusing on rate reduction through structuring, leveraging, and maximizing the use of tax attributes.</p><p>• Collaborate with the Legal team to review and negotiate various investment-related documents.</p><p>• Assist in the preparation of investment memos for new investments in private portfolios.</p><p>• Ensure the communication of relevant tax developments to the Investment team and the Managing Director of Tax.</p><p>• Play an active role in tax planning and forecasting of taxable income positions.</p><p>• Document internal tax positions, materiality thresholds, and other transactions for annual tax filings.</p><p>• Assist in the defense of all tax positions taken on tax returns, including establishing strategic positions on all tax audits.</p><p>• Communicate regularly on estimated taxable income, providing timely annual tax reporting information and updates on relevant tax developments impacting investment entities.</p><p>• Coordinate with internal and external stakeholders, ensuring effective communication of complex tax concepts in a simplified manner.</p><p><br></p><p>If you're a dedicated professional who's eager to contribute and grow in a fast-paced environment, please get in touch with Douglas Rickart at 612-249-0330 or connect with him on LinkedIn.</p><p>Click on the application link to apply for this exciting role. We look forward to hearing from you!</p><p><br></p>ControllerWe are offering an exciting opportunity for a Controller in the logistics industry, located in Roseville, Minnesota. The Controller will play a crucial role in managing and overseeing the financial operations of our multi-state enterprise, focusing on financial reporting, accounting, treasury management, and budgeting. <br><br>Responsibilities: <br><br>• Overseeing the activities of the corporate accounting department to provide comprehensive financial information throughout the organization based on sound financial processes.<br>• Managing general ledger, property & equipment, accounts payable, cash application, and credit card processing tasks.<br>• Implementing and administering treasury management and electronic banking design.<br>• Supervising monthly financial closes and reporting.<br>• Ensuring compliance with Federal, state, and local income and sales tax filing requirements.<br>• Managing annual financial audits in collaboration with an external CPA firm.<br>• Participating in special projects, including profitability analyses and targeted reporting.<br>• Collaborating with the Executive Team and managers throughout the organization.<br>• Overseeing database management and reporting, primarily using Excel & Vena FP& A.<br>• Managing and mentoring a team of accounting professionals.<br>• Performing other duties as assigned by management.Cost Accounting Manager<p>Robert Half is seeking a Principal Cost Accountant for our client in the NW metro. This is a hybrid model and offers great growth opportunity with a very large organization. Manufacturing and operations experience is ideal with 6+ years of experience. Salary up to $125K plus bonus potential. If you are interested, please reach out to Rick Harrison on LinkedIn or call Rick at 612.888.9862. </p>Controller<p>We are offering a contract employment opportunity for a Controller in the Non-Profit industry. As a Controller, you will be responsible for overseeing the accounting and payroll functions of the organization, ensuring the production of accurate financial statements, and maintaining an adequate system of accounting records. </p><p><br></p><p>Responsibilities: </p><p>• Oversee the accounting and payroll functional teams, providing leadership and direction</p><p>• Establish and enforce proper internal controls, methods, policies, and principles in accordance with generally accepted accounting principles (GAAP)</p><p>• Coordinate the development and production of the organization’s annual budget</p><p>• Prepare and present monthly, quarterly, and annual financial statements, including analysis and explanation of variances, and recommend actions for improvement</p><p>• Regularly meet with financial analysts and profit/loss managers to review financials, guide financial decisions, and advise on corrective actions to improve financial performance</p><p>• Coordinate activities with external auditors and ensure compliance with local, state, and federal government requirements</p><p>• Actively monitor daily treasury, cash forecasting, revenue and expenditure variance analysis, fixed asset activity, and debt activity</p><p>• Ensure proper functioning and internal controls over all financial systems, databases, software, and third-party portal access</p><p>• Identify, acquire, and implement process improvement systems and software to provide critical financial/operational information and operational efficiencies</p><p>• Represent the organization to banks, financial partners, investors, auditors, and officials</p><p>• Follow safety procedures and assist in identifying safety needs for self and others</p><p>• Contribute to the organization’s mission by complying with policies and procedures, using resources wisely, and performing other duties that may be assigned as necessary.</p>Internal Audit ManagerWe are on the search for a dedicated Internal Audit Manager to join our team in the service industry based in New Brighton, Minnesota. As an Internal Audit Manager, your primary role will be to oversee and manage internal audits, ensure the accuracy of technical accounting, and contribute to the growth of the team. This role offers an exciting opportunity for those who are proficient in auditing and have a keen eye for detail. <br><br>Responsibilities:<br><br>• Oversee the process of annual internal and external audits to ensure compliance and accuracy.<br>• Manage the implementation and maintenance of audit programs.<br>• Contribute to the growth of the team by bringing in new talent and fostering team development.<br>• Utilize Oracle for various auditing processes and maintaining accurate records.<br>• Ensure adherence to SEC/SOX regulations, though not mandatory.<br>• Take charge of technical accounting tasks to ensure accurate financial reporting.<br>• Carry out corporate internal audits to assess the effectiveness of controls, accuracy of financial records, and efficiency of operations.<br>• Utilize your Certified Internal Auditor skills to enhance the audit process.<br>• Handle any arising audit-related issues, addressing them promptly and efficiently.<br>• Participate in strategic decision-making processes with senior management.Accounting Manager<p><strong>Accounting Manager – Growing Banking Organization</strong></p><p><em>Location: Twin Cities Metro Area</em></p><p>Are you an experienced accounting professional ready to lead in a dynamic and fast-growing environment? Our client, a reputable banking organization in the Twin Cities, is looking for an <strong>Accounting Manager</strong> to oversee key functions within their accounting department.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and ensure the timely preparation of financial management reports, including internal/external financial statements and audits.</li><li>Oversee month-end and year-end closing processes.</li><li>Lead and supervise general ledger (GL) reconciliation activities.</li><li>Coordinate financial reporting associated with mergers/acquisitions and assist with system changes or conversions.</li><li>Prepare quarterly regulatory reports and act as the main point of contact for regulatory examinations.</li><li>Monitor compliance with evolving regulations and ensure adherence to internal controls.</li><li>Provide leadership, training, and development of accounting staff to cultivate a motivated, service-oriented team.</li></ul><p><strong>Qualifications and Requirements:</strong></p><ul><li>Bachelor’s degree in accounting or equivalent; CPA preferred (or CPA eligible).</li><li>Minimum 6+ years of accounting experience.</li><li>Strong preference for candidates with:</li><li>• Banking experience.</li><li>• Familiarity with preparing Call Reports.</li><li><br></li><li><br></li></ul><p><strong>Key Skills and Knowledge:</strong></p><ul><li>Strong understanding of GAAP and financial statement preparation, along with strategic forecasting.</li><li>Proficiency with interest rate risk, asset liability management, and internal controls.</li><li>Adaptability with emerging technologies and evolving financial reporting requirements.</li></ul><p>If you’re seeking an opportunity to elevate your career in banking and make an impact, this role offers leadership and growth potential. Don’t wait—apply now!</p><p><strong>Contact:</strong></p><p>Douglas Rickart at 612-249-0330 or connect on LinkedIn. Alternatively, click the application link to submit your resume today!</p>Commercial Lending Relationship Manager<p>We are offering an opportunity for a Commercial Lending Relationship Manager to join our clients commercial banking team in the Twin Cities. This role is critical in establishing new banking relationships with various entities including corporations, partnerships, and not-for-profit organizations. You will be expected to have comprehensive knowledge of all commercial products and services. This role also involves a significant amount of time spent out of the office, visiting existing clients and developing new business. This position will offer you an existing portfolio of commercial banking clients to kick off your career with the bank. If you are interested in joining this well established locally owned commercial bank please reach out to Douglas Rickart on LinkedIn or call Doug at 612-249-0330. REF 02310-0013079042</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain relationships with corporations, partnerships, and individuals conducting business</p><p>• Financial Statement Analysis</p><p>• Facilitate the personal interaction of the Commercial Banker with the customer/prospect to match the product and service with the customer's identified needs</p><p>• Maintain a thorough understanding of the business/industry of the customer</p><p>• Evaluate the amount of risk involved in entering into a relationship with customers</p><p>• Ensure all loans are administered within legal and regulatory requirements</p><p>• Actively participate in community organizations that meet our community social responsibility requirements</p><p>• Monitor customer accounts and take appropriate action when necessary</p><p>• Resolve customer inquiries efficiently and effectively</p><p>• Maintain accurate customer credit records.</p>Controller<p>Seeking an experienced accountant to oversee the accounting and financial operations for one of our clients in the West Metro. Key responsibilities include producing financial reports, maintaining an adequate system of accounting records, and ensuring compliance with GAAP. This leadership role is integral to their growth and supporting their mission. If you possess strategic thinking, a strong background in accounting apply today!</p><p><br></p><p>This opportunity comes with Medical benefits, HSA, Dental/Vision, Pet Insurance, Voluntary Life and Accident, and 3 weeks PTO. </p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken. </p>ControllerWe are offering an exciting opportunity for a Controller to join our team in Woodbury, Minnesota. As a Controller, you will be responsible for overseeing financial operations, ensuring compliance, and aligning financial strategies with our organization's goals.<br><br>Responsibilities:<br><br>• Overseeing and managing all aspects of the general ledger, including the monthly, quarterly, and annual closing processes.<br>• Preparing financial statements and management reports in a timely and accurate manner.<br>• Managing daily accounting tasks, such as accounts payable and receivable, payroll, and general ledger maintenance.<br>• Ensuring compliance with regulatory requirements and internal policies.<br>• Developing, implementing, and monitoring internal controls to protect assets and ensure the integrity of financial reporting.<br>• Leading the accounting team and fostering a culture of excellence and continuous improvement.<br>• Collaborating with department leaders to support financial planning.<br>• Implementing process improvements and leveraging technology to enhance financial operations.<br>• Partnering with leadership to develop and execute financial strategies that support growth and profitability.ControllerWe are looking for an experienced Controller to join our team in the construction industry, based in White Bear Township, Minnesota. As a Controller, you will be responsible for overseeing audits, preparing financial statements and reports, and coordinating with audit firms. <br><br>Responsibilities<br><br>• Take ownership of audits, ensuring they are conducted accurately and timely.<br>• Coordinate with audit firms to address any issues and answer questions.<br>• Prepare comprehensive financial statements.<br>• Execute month-end close procedures.<br>• Handle any tedious requests, ensuring all tasks are completed efficiently.<br>• Review audit requests and ensure everyone is on track.<br>• Implement process improvements where necessary.<br>• Manage corporate treasury functions.<br>• Oversee cost accounting in a manufacturing setting.<br>• Prepare monthly reports.<br>• Utilize SAP for various tasks and processes.<br>• Maintain the Consolidated Financial Statements and Consolidated Balance Sheet.Tax Manager<p>We are seeking a Tax Manager to join our team in the Investment Management industry. In this role, you will be involved in the preparation and reviewing of various tax returns, collaborating with other team members on tax planning strategies, and ensuring the quality of our tax deliverables. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage the preparation and review of client individual income, trust, gift, and entity tax returns in a timely and accurate manner</p><p>• Collaborate with the tax and planning teams to develop and implement strategic tax planning for all necessary federal and state taxes</p><p>• Prepare and review quarterly and yearly tax projections</p><p>• Conduct tax research and keep track of legislative and regulatory changes, summarizing and communicating these changes as necessary</p><p>• Present complex tax strategies and issues to clients and support the presentation of these strategies to their account managers</p><p>• Maintain effective control procedures over all aspects of the tax process</p><p>• Identify and implement opportunities for process improvement in company tax procedures</p><p>• Manage and facilitate IRS and state income tax audits, including preparing responses and creating schedules.</p>