We are looking for a skilled Financial Analyst/Manager to join our team in Minneapolis, Minnesota. This role is essential for driving revenue growth, profitability, and operational efficiency across sales, marketing, and product channels. The ideal candidate will actively contribute to the development of financial strategies and provide actionable insights to support business objectives.<br><br>Responsibilities:<br>• Establish revenue and profit targets on annual, quarterly, monthly, and daily bases, ensuring alignment with organizational goals.<br>• Collaborate with business leaders across sales, marketing, supply chain, and product teams to achieve gross profit objectives.<br>• Analyze product and channel performance to optimize order and delivery outcomes while meeting established goals.<br>• Evaluate marketing expenditures to enhance cost efficiency and improve conversion rates within the sales funnel.<br>• Develop and maintain financial models to support strategic decision-making and performance tracking.<br>• Provide detailed sales and marketing reports to support leadership in identifying growth opportunities.<br>• Conduct variance analysis to compare actual financial performance against budgets and forecasts.<br>• Lead the budgeting process, ensuring accuracy and alignment with corporate objectives.<br>• Deliver actionable insights through in-depth financial analysis to support key business decisions.<br>• Monitor and report on gross profit trends, identifying areas for improvement and recommending solutions.
We are looking for a detail-oriented Financial Analyst/Manager to join our team in Minneapolis, Minnesota. The ideal candidate will play a pivotal role in analyzing financial data, developing models, and providing insights to support strategic decisions. This position offers an opportunity to collaborate with cross-functional teams and drive improvements in profitability and financial processes.<br><br>Responsibilities:<br>• Analyze gross profit trends to identify key drivers, including cost reductions, material variances, and logistics impacts.<br>• Collaborate with sales teams to evaluate the influence of market trends, discounts, and pricing strategies on gross profit.<br>• Develop and maintain robust financial models to support budgeting, forecasting, and strategic planning processes.<br>• Conduct variance analysis to identify discrepancies between actual results and budgeted figures, providing actionable recommendations.<br>• Manage annual budget preparation and oversee ongoing budget monitoring processes.<br>• Improve financial systems and processes to enhance reporting accuracy and efficiency.<br>• Deliver detailed reports and presentations to stakeholders, highlighting key financial performance metrics.<br>• Provide insights and recommendations to support long-term business growth and profitability.<br>• Partner with other departments to ensure alignment of financial strategies with organizational goals.<br>• Monitor industry trends and market data to inform decision-making and strategic planning.
<p>We are looking for a skilled Credit/Collections Supervisor to oversee and optimize our organization's credit and collections operations. This role is vital for ensuring the timely collection of receivables, reducing financial risk, and maintaining strong customer relationships. The ideal candidate will collaborate across departments to establish effective credit policies and foster a healthy cash flow.</p><p><br></p><p>Responsibilities:</p><p>• Develop and enforce credit policies and procedures that align with organizational objectives.</p><p>• Assess customer creditworthiness by analyzing financial statements, credit reports, and payment histories.</p><p>• Set and adjust credit limits based on risk evaluations and business requirements.</p><p>• Supervise the collections process to ensure prompt payments and minimize overdue accounts.</p><p>• Resolve customer billing disputes, payment delays, and account discrepancies professionally.</p><p>• Monitor aging reports to identify and address potential collection issues proactively.</p><p>• Prepare detailed credit and collections reports for management on a monthly basis.</p><p>• Recommend accounts for credit holds or write-offs after thorough analysis.</p><p>• Collaborate with Sales teams to balance customer satisfaction with financial risk.</p><p>• Lead, train, and manage the credit and collections team to ensure high performance.</p><p><br></p><p>This role requires 5+ years of credit and general AR knowledge. This role is 100% onsite in Minneapolis, and candidates MUST be local to Minnesota with the ability to reliably commute 5 days/week for consideration. </p><p><br></p><p>Beginning pay for this role is $70-80k, depending on qualifications. Benefits are also offered including health, dental, vision, and 401k with matching. For immediate consideration, please apply with an up to date resume for immediate consideration. </p>
We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing several client engagements at once, maintaining relationships with executives across multiple family offices, and providing guidance and mentorship to team members. A key aspect of this role will be the application of tax code to unique situations, as well as the preparation and review of various tax returns.<br><br>Responsibilities: <br><br>• Manage multiple client engagements simultaneously, ensuring the overall success of each project<br>• Foster and maintain relationships with executives across various family offices<br>• Prepare and review Trust Tax Returns and Estate Tax Returns<br>• Utilize strong trust accounting skills to maintain accuracy and efficiency<br>• Directly manage, develop, train, and mentor team members on projects and assess performance for engagements<br>• Supervise and review team members' work for accuracy and compliance with professional standards<br>• Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s<br>• Review Real Estate partnerships and apply tax code to unique circumstances<br>• Read, understand, and apply directions contained in trust documents prepared by others<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Participate in firm-wide initiatives including recruitment<br>• Work with partners on proposals and business development.
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.
We 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.
<p>A highly regarded wealth management firm based in the Twin Cities is seeking a skilled and motivated Tax Manager with experience in Accounting and Tax, particularly focusing on High Net Worth Individuals and Business Owners. This permanent position offers a unique opportunity to thrive professionally in a dynamic, fast-paced environment.</p><p><strong>Key Highlights:</strong></p><p><strong> </strong></p><p><strong>Fast-Paced, Entrepreneurial Client Base:</strong> Collaborate with an entrepreneurial and dynamic client portfolio that values innovation and growth.</p><p><strong>Professional Collaboration:</strong> Engage with investment professionals, business experts, and principals to provide sophisticated solutions.</p><p><strong>Integrity and Professional Growth:</strong> Join an organization committed to integrity, professionalism, and rewarding independent thinking and strong business judgment.</p><p><strong> </strong></p><p><strong>Summary of Responsibilities:</strong></p><p>Streamline service delivery for client needs while maintaining responsiveness and efficiency.</p><p>Oversee tax and accounting processes for individual, partnership, and trust entities, alongside the business unit.</p><p>Perform in-depth research and analysis to address complex tax inquiries and financial planning challenges.</p><p>Collect and evaluate annual tax documentation, including tracking charitable contributions, deductible interest, and Schedule C income/expenses.</p><p>Prepare quarterly portfolio review reports reflecting comprehensive analytics.</p><p>Manage treasury operations for client entities and ensure proper accountability.</p><p>Coordinate property and casualty insurance renewals.</p><p>Foster relationships with external advisors such as tax professionals, estate attorneys, bankers, investment counselors, and insurance brokers.</p><p>Contribute with a "no task too big or too small" mindset on ad hoc projects.</p><p><strong>Qualifications:</strong></p><p> </p><p><strong>Experience:</strong> 5–8 years of combined experience in public accounting and/or the financial services sector.</p><p><strong>Education:</strong> Bachelor’s degree in Accounting, Finance, or related field (CPA certification considered a plus).</p><p><strong>Technical Knowledge:</strong> Expertise in individual, trust, and entity taxation is preferred, with strong analytical and critical thinking skills to navigate complex financial matters.</p><p><strong>Soft Skills:</strong> Demonstrated ability for effective time management, resourcefulness, independence, discipline, and problem resolution under tight deadlines.</p><p><strong>Characteristics:</strong> Must showcase initiative, professionalism, detail orientation, and strong interpersonal abilities to thrive in varied relationships and situations.</p><p> </p><p>This role presents an exceptional chance to enhance your career with a firm that values smart thinking, integrity, and professional accountability.</p><p><strong>Next Steps:</strong></p><p> Interested applicants should apply through the provided link or contact Douglas Rickart at 612-249-0330 or message on LinkedIn for confidential consideration.</p><p><br></p>
We are in search of an Audit Manager - Public for our Saint Paul, Minnesota location. As an Audit Manager - Public, you will be tasked with managing various client assignments and projects, including the successful completion of assignment tasks and project components. This role is within the public accounting industry and requires an individual with strong skills in Audit Engagements, Auditing, Audit Plans, Budget Processes, and Supervisory management.<br><br>Responsibilities:<br><br>• Manage and oversee various client engagements simultaneously, ensuring the success of each project<br>• Apply GAAP to accounting issues, interpreting, and researching with minimal supervision<br>• Apply GAAS to auditing issues, interpreting, and researching with minimal supervision<br>• Assess risk and design planning, audit procedures, and supervise all phases of audit engagements<br>• Utilize the Audit Methodology employed by the firm<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Review team members’ work for accuracy and compliance with professional standards, providing supervision as necessary<br>• Develop, train, manage, and mentor team members on projects and assess performance for engagements<br>• Work with partners on business development and proposals<br>• Build and nurture strong working relationships with client management
We are looking for an experienced Billing Supervisor/Manager to join our team in Minneapolis, Minnesota. In this role, you will oversee critical financial operations to ensure accuracy, efficiency, and compliance within billing and payment processes. This position offers an opportunity to lead a team, drive strategic initiatives, and contribute to the overall success of our organization.<br><br>Responsibilities:<br>• Supervise financial processes such as member billing, payment posting, account reconciliations, and transaction reviews.<br>• Develop and implement billing and payment strategies to optimize organizational efficiency and meet company objectives.<br>• Serve as a subject matter expert for benefit billing systems, customer inquiries, and issue resolution.<br>• Collaborate with cross-functional teams to ensure accurate financial reporting and adherence to compliance standards.<br>• Monitor operational performance to meet service level agreements and satisfaction metrics for members and employers.<br>• Manage priorities across various deliverables, including process improvements, system issue resolution, and strategic initiatives.<br>• Drive innovation and continuous improvement by leading the development and review of requirements and solutions.<br>• Identify, document, and address system inconsistencies, data errors, and procedural inefficiencies in collaboration with stakeholders.<br>• Provide leadership to the team through guidance, performance evaluations, and opportunities for growth and development.<br>• Ensure compliance with governance, risk, and regulatory standards while promoting organizational policies and practices.
We are offering an exciting opportunity for a Tax Manager in the public sector. The role is based in White Bear Lake, Minnesota, and involves working in a CPA firm with multiple locations. The primary focus will be on managing tax functions for privately held clients. <br><br>Responsibilities: <br>• Oversee the preparation and review of complex tax returns<br>• Manage corporate tax returns in adherence to federal and state regulations<br>• Coordinate the preparation and submission of federal tax returns<br>• Implement strategies to manage federal taxes effectively<br>• Work towards maintaining a balance between work duties and personal life<br>• Monitor and ensure low chargeable hours<br>• Facilitate growth within the team and firm<br>• Maintain regular communication with clients and provide excellent customer service<br>• Stay updated with tax laws and regulations to provide accurate advice to clients<br>• Work towards improving the quality of life within the team and firm.
<p><strong>Twin Cities Metro | Partner Track</strong></p><p>Are you looking for flexibility, respect, work-life balance, and a fulfilling career in a supportive and dynamic environment? Robert Half is partnering with an established tax practice in the Twin Cities area, known for our collaborative team, client-focused approach, and flexible, people-first culture. We’re seeking a Tax Manager who’s ready to take the next step — and grow into a partner role in the near future.</p><p>About the Role:</p><p>This is a unique opportunity to work closely with firm leadership and play a key role in guiding the direction of the practice. You’ll oversee tax engagements, deepen client relationships, and help support continued growth — all with a clear path to partnership.</p><p>Responsibilities:</p><ul><li>Manage preparation and review of individual, fiduciary, and business tax returns</li><li>Develop and implement effective tax strategies and planning for clients</li><li>Conduct tax research and provide recommendations</li><li>Serve as a trusted advisor to clients with a high level of personalized service</li><li>Proactively strengthen client relationships through ongoing communication</li><li>Mentor staff and contribute to a positive team culture</li></ul><p>What We’re Looking For:</p><ul><li>Extensive public accounting or equivalent tax planning & preparation experience</li><li>Demonstrated leadership skills and a strong interest in future partnership</li><li>Strong analytical, problem-solving, and communication skills</li><li>High attention to detail with a proactive, solution-oriented mindset</li><li>Proficiency in Microsoft Office; experience with CCH Axcess and QuickBooks is a plus</li><li>CPA designation preferred, or EA</li><li>Bachelor’s degree (or equivalent) in accounting, finance, or a related field</li></ul><p>We Offer:</p><ul><li>Flexible schedule</li><li>PTO & holidays</li><li>Paid Continuing Professional Education (CPE)</li><li>Family-friendly environment</li><li>Business development incentives</li><li>Clear, defined path to partnership</li><li>A supportive, team-oriented culture that values work-life balance</li></ul><p>This is more than a job — it’s a career opportunity with ownership potential in a growing firm. If you’re ready to step into a leadership role and shape your future, we’d love to connect with you.</p>
