We are offering an exciting opportunity for a Tax Manager - Public in Golden Valley, Minnesota, 55427, United States. This role involves managing multiple high-level tax engagements, formulating and delivering innovative tax planning, and providing client service. You will be identifying and capitalizing on business opportunities, working with staff to ensure tax returns are completed correctly, and performing research on tax topics. <br><br>Responsibilities:<br><br>• Manage multiple high level tax engagements ensuring effective execution and delivery<br>• Develop and implement innovative tax planning strategies<br>• Provide exceptional client service and foster business opportunities within our current client base<br>• Work collaboratively with staff to ensure individual and business tax returns are completed correctly and timely<br>• Analyze tax situations from various perspectives to apply the maximum tax benefit<br>• Conduct research on various tax topics and draw conclusions<br>• Lead, develop and mentor team members to enhance their skills<br>• Work with high level clients and review tax returns for accuracy<br>• Participate in business development and community involvement activities<br>• Understand the mindset of a business owner with entrepreneurial spirit<br>• Deliver exceptional customer service to our clients<br>• Participate in coaching employees and career development<br>• Stay up-to-date on the ever-changing tax industry’s regulations and policies.
<p>We are looking for an experienced Sr. Financial Analyst to join our team on a long-term contract basis. This role offers an exciting opportunity to work in a dynamic environment, supporting critical financial processes and collaborating with cross-functional teams. If you have a strong background in financial systems, data analysis, and business problem-solving, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Lead revenue and expense forecasting efforts to ensure accurate and actionable financial insights.</p><p>• Conduct detailed ad hoc analyses and provide swift responses to business inquiries.</p><p>• Investigate and resolve revenue flow discrepancies, ensuring contracts and revenue are accurately reflected.</p><p>• Trace deal-to-billing-to-revenue activities across platforms like ConnectWise and NetSuite.</p><p>• Extract, merge, and analyze complex datasets to uncover trends and support decision-making.</p><p>• Support margin analysis and deliver comprehensive reporting to stakeholders.</p><p>• Develop and implement processes to proactively address recurring issues.</p><p>• Collaborate closely with sales, sales operations, accounting, and IT teams to align on financial objectives.</p><p>• Enhance reporting systems and infrastructure to streamline finance operations.</p>
<p>We are looking for a Bookkeeper with a background in accounting, who is fond of group work and enjoys relating to other people. If you're an experienced Bookkeeper with top-notch organization skills, Robert Half has a terrific opportunity at a growing company for you to check out! Take advantage of this career-building opportunity! If you have experience with A/P, A/R, General ledger, and financial reporting, then this may be the right Bookkeeper role for you.</p><p> </p><p>Major responsibilities</p><p>- Conduct and manage the general ledger</p><p>- Oversee accounts by verifying, allocating, and posting transactions</p><p>- Support quality archived records by filing documents</p><p>- Settle accounts by reconciling entries</p><p>- Supervise bookkeeping policies and procedures, along with developing a framework to track financial transactions with an established chart of accounts</p><p>- Review payments received and record deposits</p><p>- Produce financial reports by collecting, analyzing, and summarizing account information</p><p> </p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration. </p>
<p>We are looking for a dynamic Finance Manager. This role involves leading financial strategy and performance initiatives, ensuring accurate reporting, and delivering actionable insights to drive organizational success. The ideal candidate will have a strong analytical mindset and the ability to collaborate across departments to achieve business goals.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 401k, PTO, and 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>
<p>We are looking for an experienced Internal Audit Manager/Director to lead and oversee audit initiatives. This role requires a strategic thinker who can manage compliance programs, cultivate strong relationships with senior leadership, and provide guidance to improve internal controls. The ideal candidate will possess exceptional leadership skills and a deep understanding of regulatory and financial reporting requirements.</p><p><br></p><p>This opportunity comes with full benefits including medical, dental/vision, short/long term disability, 401k, PTO, and 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>
<p>This position will oversee day to day operations and lead our client’s customer service team with a focus on driving continuous improvement initiatives. This leader will play a key role in delivering an exceptional customer experience, optimizing internal processes, and building a high-performing, customer-focused team.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, coach, and develop a customer service team while fostering a high-performance and customer-first culture</li><li>Oversee daily customer service operations, including order processing, inquiries, and issue resolution</li><li>Manage and resolve customer concerns via phone and email, including escalated issues</li><li>Process and oversee RMAs, mis-shipments, and customer contract administration</li><li>Monitor and analyze key performance indicators (KPIs) such as response time, resolution rate, and customer satisfaction; implement improvements as needed</li><li>Collaborate cross-functionally with sales, operations, and supply chain to ensure seamless service delivery</li><li>Identify and implement process improvements to drive efficiency and enhance the customer experience</li><li>Develop and deliver training programs to support team growth and consistency in service standards</li><li>Support CRM/ERP system enhancements and digital transformation initiatives</li><li>Participate in hiring, onboarding, and ongoing development of customer service staff</li><li>Establish and maintain strong relationships with customers and key stakeholders</li></ul>
<p>We are looking for a skilled Accountant to join our team in Woodbury, Minnesota. This long-term contract opportunity is ideal for someone who is detail-oriented and excels in managing financial records and ensuring compliance with accounting standards. The role offers the chance to work in a dynamic environment, handling a variety of accounting tasks to support business operations.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and update the general ledger, ensuring all entries are accurate and reconciled.</p><p>• Manage accounts payable and receivable processes, including invoice handling and payment tracking.</p><p>• Prepare journal entries and perform monthly balance sheet reconciliations.</p><p>• Oversee payroll operations, ensuring compliance with legal requirements and accuracy in employee payments.</p><p>• Generate comprehensive financial reports, such as income statements, cash flow analyses, and variance reports.</p><p>• Conduct account analyses and reconciliations to promptly identify and resolve discrepancies.</p><p>• Assist in preparing and filing tax returns, ensuring all deadlines are met.</p><p>• Collaborate with external auditors during annual audits, providing required documentation and support.</p><p>• Utilize accounting software like QuickBooks, Sage, or similar tools to maintain efficient financial records.</p><p>• Stay informed about updates in accounting regulations and practices to ensure ongoing compliance.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
We are looking for an experienced Payroll Clerk to join our team in Minneapolis, Minnesota. This role requires a detail-oriented individual with strong organizational skills and the ability to thrive in a fast-paced environment. The ideal candidate will possess extensive knowledge of payroll processing and tax regulations while demonstrating excellent communication and multitasking abilities.<br><br>Responsibilities:<br>• Accurately process payroll, including generating paystubs, paychecks, and handling direct deposits.<br>• Maintain and update client files and employee records with precision.<br>• Calculate and process payroll taxes for federal and state agencies to ensure compliance.<br>• Prepare detailed reports and complete necessary documentation for audits, verifications, and benefits.<br>• File and remit monthly and quarterly payroll taxes on time.<br>• Complete and submit quarterly and annual payroll tax forms, including 940, 941, W-2/W-3, and 1099.<br>• Manage payroll-related inquiries and resolve issues promptly.<br>• Ensure adherence to all applicable tax and wage laws while handling payroll tasks.
<p>Senior Accountant (Nonprofit)</p><p>About the Opportunity</p><p>Our client, a well-established nonprofit organization in the NW metro, is seeking a <strong>Senior Accountant</strong> to join its finance team. This position is onsite and offers the opportunity to take ownership of key accounting processes, contribute to financial reporting and budgeting, and collaborate closely with leadership to support the organization’s financial health and operational goals.</p><p>The ideal candidate brings strong nonprofit accounting experience, a detail-oriented mindset, and the ability to work both independently and cross-functionally in a mission-driven environment.</p><p>Key Responsibilities</p><ul><li>Prepare and support <strong>monthly, quarterly, and annual financial reporting</strong></li><li>Manage <strong>month-end and year-end close processes</strong></li><li>Maintain the <strong>general ledger</strong> and perform detailed <strong>balance sheet and revenue account reconciliations</strong></li><li>Investigate and resolve discrepancies to ensure accuracy of financial data</li><li>Partner with internal teams to ensure accurate <strong>payroll accounting, benefits recording, and related reporting</strong></li><li>Assist with <strong>budget preparation, monitoring, and variance analysis</strong></li><li>Prepare supporting documentation and schedules for <strong>external audits and financial reviews</strong></li><li>Provide <strong>financial analysis and ad hoc reporting</strong> to support leadership decision-making</li></ul><p>Additional Responsibilities</p><ul><li>Assist finance leadership with <strong>process improvements and special projects</strong></li><li>Provide backup support for <strong>accounts payable, accounts receivable, and payroll functions</strong></li><li>Ensure financial records and procedures comply with <strong>GAAP and internal controls</strong></li><li>Support continuous improvement of financial systems, processes, and reporting</li></ul><p><br></p><p><br></p>
We are looking for a detail-oriented Payroll Specialist to support payroll operations for a Contract position based in Golden Valley, Minnesota. This role is well suited for someone who enjoys accurate data handling, responsive employee support, and working closely with teams across the organization. The person in this position will help ensure payroll activities are completed on schedule while maintaining organized records and a high standard of service.<br><br>Responsibilities:<br>• Review and enter new employee information into the payroll system, confirming records are accurate and updated promptly.<br>• Administer recurring payroll cycles by validating time records, entering pay data, and assisting with regular and off-cycle check processing.<br>• Respond to employee and internal inquiries with professionalism, providing dependable support related to payroll matters.<br>• Manage wage-related orders such as child support, garnishments, and tax levies, including accurate deductions and remittance processing.<br>• Verify that benefit and insurance deductions are applied correctly within each payroll run.<br>• Track and maintain paid time off balances to support accurate leave reporting and employee records.<br>• Organize payroll timesheets and supporting documentation within electronic filing systems to ensure compliance and accessibility.<br>• Coordinate with multiple departments to resolve payroll issues efficiently while meeting deadlines and maintaining accuracy.
We are looking for an experienced Accounts Receivable Representative to join our team on a contract basis in Inver Grove Heights, Minnesota. In this role, you will manage various AR functions, ensuring accuracy, efficiency, and compliance with company policies. This position offers an excellent opportunity to contribute to a dynamic environment while utilizing your expertise in accounts receivable processes.<br><br>Responsibilities:<br>• Process and manage accounts receivable transactions, ensuring accuracy and timeliness.<br>• Generate invoices and statements, resolving discrepancies as they arise.<br>• Reconcile accounts and maintain accurate financial records for reporting purposes.<br>• Collaborate with internal teams to address billing issues and improve processes.<br>• Monitor customer accounts to ensure prompt payment and follow up on overdue balances.<br>• Assist in the development and implementation of AR policies and procedures.<br>• Provide support during audits by preparing and presenting necessary documentation.<br>• Use established protocols to handle account adjustments and process refunds.<br>• Analyze AR data to identify trends and recommend improvements.<br>• Ensure compliance with all relevant regulations and company guidelines.
<p>Our client is looking for a Finance Manager ready to take the next step and lead all the budgeting/forecasting for a multi-billion dollar company. Bachelor's in Accounting or Finance and 8+ years experience required along with supervisory experience. If you are interested, please reach out confidentially on LinkedIn @Jennifer Exsted.</p>
<p>We are looking for an experienced ERP Services Director to join our manufacturing team in SW Metro, Minnesota. In this pivotal role, you will lead a dynamic team, including Business Analysts, Support staff, and Power Platform specialists, while aligning technology initiatives with organizational goals. This is a contract position, offering an excellent opportunity to make a lasting impact on business processes and technology strategies.</p><p><br></p><p>Responsibilities:</p><p>• Provide strategic leadership for the D365 F&O and Power Platform roadmap, ensuring alignment with business objectives.</p><p>• Manage and prioritize incoming requests, enhancements, and projects to optimize workflow efficiency.</p><p>• Collaborate with business units to identify needs, refine processes, and deliver effective solutions.</p><p>• Oversee invoice approvals, manage financial workflows, and support team-level financial operations.</p><p>• Cultivate a culture centered on respect, motivation, growth, and accountability.</p><p>• Lead by example, offering coaching and guidance to foster team growth and success.</p><p>• Allocate resources effectively, prioritize workloads, and oversee high-level project execution.</p><p>• Drive continuous improvement, standardization, and governance across organizational processes.</p><p>• Identify and implement AI-driven solutions to enhance business applications and workflows.</p>
<p>Robert Half is looking to hire an Accounting Clerk for a contract position at a well-respected organization. The primary responsibilities of the Accounting Clerk will be assisting in the process of Accounts Payable (A/P) and Accounts Receivable (A/R), matching invoices to purchase orders and/or vouchers, and general forms of data entry. Come work in a stimulating work environment in a position with excellent growth opportunity and consistently rewarding work.</p><p> </p><p>Responsibilities</p><p>- Upload financial information to journals, registers, and ledgers, manually or by electronic equipment</p><p>- Organize documents that require knowledge in determining proper classification of expenditure codes and accounting codes</p><p>- Companywide accounting and administration assistance: help with G/L account reconciliation and month-end closing, other ad hoc projects</p><p>- Rectify transaction documents, which may involve revision of other documents or entries as well as the original; may initiate other actions</p><p>- Settle discrepancies by checking all possible sources of disagreement, reconstructing probable actions, and recognizing the effect on other accounts; prepare correction documents as required</p><p>- Monitor budgets and originate or verify adjustments and transfers</p><p>- Compose statements and reports that require utilization of a variety of sources</p><p>- Assist Accounts Receivable: process daily invoices/credit, apply cash receipt, help with collection of past due balance</p><p>- Help Accounts Payable: A/P invoice matching & filing, vendor invoices and disbursement filing</p><p> </p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration. </p>
We are looking for an Accounting Specialist to support payment application and account reconciliation activities for a service-focused organization in New Brighton, Minnesota. This is a Long-term Contract position ideal for someone who is highly accurate, organized, and comfortable handling large volumes of financial transactions. The role centers on posting customer payments, investigating account variances, and partnering with internal teams to keep records current and accurate. Success in this position requires strong data entry skills, sound judgment, and the ability to work efficiently with minimal supervision.<br><br>Responsibilities:<br>• Enter and apply customer payments received through checks, wire transfers, lockbox activity, credit cards, and other remittance channels with a high level of accuracy.<br>• Support cash posting and payment allocation work across multiple business units or account groups while maintaining consistent records.<br>• Balance daily receipts against system activity to ensure payments are recorded correctly and invoices are updated on time.<br>• Investigate unapplied funds, payment shortages, overpayments, and other account differences, then take appropriate steps to resolve them.<br>• Review remittance details and match incoming funds to outstanding customer balances using careful analysis and strong attention to detail.<br>• Work closely with accounts receivable, billing, collections, treasury, and customer support teams to address payment-related questions and exceptions.<br>• Maintain organized support files and clear audit documentation for entries, adjustments, and reconciliation activity.<br>• Assist with month-end accounting tasks, including reconciliations, reporting support, and related journal entry preparation.<br>• Contribute to short-term operational coverage while payment processing activities continue to move toward greater automation.
<p>We are looking for an experienced Change Manager to lead organizational transformation efforts within the retail industry. Based in East Metro, this role will focus on driving change initiatives that enhance employee engagement and adoption while minimizing business disruptions. As a Long-term Contract position, this opportunity offers the chance to collaborate with executives and diverse teams to craft tailored strategies that align with business goals and foster smooth transitions.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement a comprehensive change management strategy that aligns with organizational milestones and objectives.</p><p>• Conduct stakeholder analyses, evaluate readiness, and assess potential impacts to ensure successful change adoption.</p><p>• Identify risks associated with change initiatives and establish mitigation plans to address them effectively.</p><p>• Lead communication efforts across the organization, including crafting executive updates, employee messaging, and facilitating town halls.</p><p>• Design and maintain communication materials tailored to various audiences to ensure clarity and consistency.</p><p>• Collaborate with leaders to enhance their communication skills and ability to advocate for change initiatives.</p><p>• Partner with project teams and HR/L&D to develop training programs that support user readiness and adoption.</p><p>• Coordinate go-live communications, gather feedback, and address issues to ensure smooth implementation.</p><p>• Monitor adoption metrics and provide recommendations for post-implementation reinforcement.</p><p>• Support ongoing change advocacy and engagement throughout the organization.</p>
<p>We are looking for an experienced Internal Audit Manager/Director to lead and oversee audit initiatives. This role requires a strategic thinker who can manage compliance programs, cultivate strong relationships with senior leadership, and provide guidance to improve internal controls. The ideal candidate will possess exceptional leadership skills and a deep understanding of regulatory and financial reporting requirements.</p><p><br></p><p>This opportunity comes with full benefits including medical, dental/vision, short/long term disability, 401k, PTO, and 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>
<p>We are looking for an experienced HR Generalist to join our manufacturing team in Fridley, Minnesota. In this role, you will provide critical support across key human resources functions, including employee relations, talent acquisition, compensation management, and organizational development. This position offers the opportunity to contribute to both strategic initiatives and day-to-day HR operations, ensuring compliance and fostering a positive work environment.</p><p><br></p><p>Responsibilities:</p><p>• Support staffing efforts, including sourcing, interviewing, and selecting candidates to fill organizational needs.</p><p>• Develop and implement employee and leadership development programs to enhance performance and support growth.</p><p>• Provide guidance on performance management processes, behavioral corrections, and employee development plans.</p><p>• Ensure compliance with federal, state, and local employment laws and regulations.</p><p>• Conduct compensation research, pay surveys, and advise leadership on salary, benefits, and rewards strategies.</p><p>• Address employee relations issues by collaborating with managers and supervisors for timely resolution.</p><p>• Oversee the creation, evaluation, and regular updates of job descriptions and career paths.</p><p>• Coordinate employee benefits programs and assist with inquiries related to payroll, compensation, and benefits.</p><p>• Conduct exit interviews and analyze feedback to improve HR practices and employee satisfaction.</p><p>• Manage HR procedures, including corporate compliance programs and reporting requirements.</p><p><br></p><p>An ideal candidate will have 2 years of experience as an HR Coordinator, HR Administrator, or similar. Bachelors Degree in HR, Business, or related is preferred, but not required. This role is fully onsite with standard working hours of 8am-4:30pm. </p><p><br></p><p>Beginning pay is $55,000-65,000, depending on qualifications. Benefits are offered including health and dental. For immediate consideration, please apply directly for immediate consideration with an up to date resume!</p>
<p>We are partnering with a busy and growing downtown Minneapolis law firm seeking an experienced Litigation Paralegal with a focus on medical malpractice defense. This firm handles complex civil defense cases and is looking for a skilled professional to support attorneys through all stages of litigation.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage all aspects of case preparation, including drafting and organizing pleadings, motions, correspondence, and other legal documents.</li><li>Review, summarize, and organize large volumes of medical records and case materials.</li><li>Coordinate with clients, witnesses, experts, and court personnel.</li><li>Assist with trial preparation, including exhibits, witness lists, and trial binders.</li><li>Track case deadlines, court filings, and compliance with procedural rules.</li><li>Conduct legal research and summarize findings as needed.</li><li>Maintain accurate and organized case files using case management software.</li></ul>
<p>We are looking for an experienced SBA Portfolio Operations Manager to oversee the effective management of our SBA loan portfolio. This role, located in Twin Cities, involves ensuring the financial health of the organization through detailed monitoring, servicing, and reporting of loans. The ideal candidate will excel in analyzing requests, developing efficient processes, and collaborating with stakeholders to maintain high standards of portfolio management.</p><p><br></p><p>Responsibilities:</p><p>• Conduct regular site visits to monitor existing loan portfolios and collaborate with customers, attorneys, bankers, and insurance agents.</p><p>• Manage routine portfolio tasks such as tracking insurance payments, real estate taxes, and bank balances, while coordinating efforts with internal team members.</p><p>• Develop and maintain internal systems to document portfolio activities, ensuring deadlines are consistently met.</p><p>• Create and implement reporting structures for portfolio management, providing quarterly updates and highlighting areas of concern.</p><p>• Maintain a comprehensive database of loan information, ensuring it aligns with organizational needs.</p><p>• Address customer inquiries regarding loan modifications, assumptions, subordination, and release of collateral.</p><p>• Analyze and document servicing requests, ensuring timely follow-up and resolution through effective monitoring systems.</p><p>• Lead efforts to resolve problem loan situations, working closely with borrowers, banks, legal counsel, and other stakeholders under the direction of senior leadership.</p><p>• Communicate with customers and relevant parties to address questions and resolve issues related to loan servicing.</p><p>• Monitor late payments, technical defaults, and other key indicators, maintaining a watchlist to ensure timely and high-quality servicing.</p>
<p>We are looking for an Executive Assistant to join a non-profit organization based in Minneapolis, Minnesota. This is a part-time, contract position, with the potential for 20-30 hours per week. The role will primarily involve supporting the Executive Director with administrative tasks and ensuring smooth day-to-day operations.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to the Executive Director, including managing schedules, emails, and meetings.</p><p>• Assist with a variety of miscellaneous tasks as requested by the Executive Director to help meet organizational goals.</p><p>• Coordinate and manage calendar appointments, ensuring efficient time management and prioritization of responsibilities.</p><p>• Facilitate communication by handling email correspondence and maintaining the voicemail system.</p><p>• Organize and prepare materials for executive meetings, including agendas, notes, and follow-up actions.</p><p>• Leverage Microsoft Office and SharePoint to maintain accurate records and streamline workflows.</p><p>• Act as a point of contact for internal and external stakeholders, ensuring clear and effective communication.</p><p>• Apply critical thinking and problem-solving skills to address challenges and improve processes.</p><p>• Provide constructive feedback and collaborate effectively to enhance team performance.</p>
<p>Key Responsibilities:</p><ul><li>Provide comprehensive administrative support to the Executive Director and leadership team, including managing schedules, travel arrangements, and correspondence.</li><li>Coordinate meetings, prepare agendas, take minutes, and handle logistics for events and board meetings.</li><li>Serve as a liaison between executives, staff, board members, donors, and external partners, ensuring timely and clear communication.</li><li>Assist with document preparation, grant applications, and presentations.</li><li>Process expense reports, invoices, and maintain confidential files and records.</li><li>Monitor and prioritize incoming communications, responding to routine inquiries and flagging urgent matters for follow-up.</li><li>Support special projects and assist with other nonprofit office duties as needed.</li></ul>
<p>We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.</p><p>• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.</p><p>• Assist with client onboarding processes to ensure smooth transitions and effective communication.</p><p>• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.</p><p>• Provide proactive and responsive support for client inquiries regarding investment-related services.</p><p>• Facilitate internal communications for executives, including meeting coordination and administrative support.</p><p>• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.</p><p>• Uphold confidentiality standards for all client and firm-related information.</p><p>• Support executives in streamlining communication and managing priorities related to client services and transactions.</p><p><br></p><p>If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided. </p>
<p>Our client, a leading Registered Investment Advisory firm in the Twin Cities, is seeking a Wealth Management Advisor to join their team. In this role, you will provide personalized financial planning and investment management services to an established client base while collaborating with colleagues in a supportive and team-oriented environment. This position offers the opportunity to build strong client relationships and contribute to their financial success.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement customized financial plans covering areas such as retirement, investment strategies, cash flow management, tax planning, asset protection, and estate planning.</p><p>• Conduct detailed financial analyses tailored to individual client goals, values, and priorities.</p><p>• Prepare for and actively participate in client meetings, ensuring comprehensive follow-up and gradually assuming full management of client relationships.</p><p>• Lead client meetings independently, explaining complex financial concepts and strategies with clarity.</p><p>• Work closely with the Client Service Team to ensure seamless client support and service delivery.</p><p>• Build new client relationships by collaborating with community strategic partners.</p><p>• Contribute to the firm’s collective goals by fostering teamwork and supporting colleagues.</p><p><br></p><p>If you are interested in joining this leading Register Investment Advisory firm please contact Douglas Rickart on LinkedIn, call Doug at 612-804-2132 or apply through the link provided.</p>
<p><strong>Senior Tax Accountant – Greater Minneapolis-St Paul area</strong></p><p>Our client, a leading high net worth investment advisory firm is seeking a Senior Tax Accountant to join their firm. In this position you will provide tax assistance to a portfolio of privately owned businesses and investment entities. This direct hire role offers stability, engaging challenges, and competitive compensation and benefits package.</p><p><strong>Responsibilities:</strong></p><p>· Prepare federal, state, and local income tax workpapers and returns</p><p>· Conduct tax projections and calculate quarterly estimated payments</p><p>· Respond to inquiries from regulatory authorities</p><p>· Perform tax research and analysis</p><p>· Prepare memorandums and professional client communications</p><p><strong>Ready to apply?</strong></p><p><strong>Contact Douglas Rickart on LinkedIn, call 612-249-0330, or apply via the link.</strong></p><p><br></p>