<p>This position will act as the key liaison between our client's residential and commercial clients and the service department, ensuring seamless communication and exceptional service delivery. Ideal candidate thrives in a dynamic environment, excels at managing schedules, and takes pride in maintaining accurate records while providing top-notch client support.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and confirm service appointments with both residential and commercial clients, addressing rescheduling needs as required.</p><p>• Maintain accurate client records, including service histories and invoices, using the designated CRM system.</p><p>• Monitor service completion and ensure all work orders and client information are properly documented and organized.</p><p>• Collaborate with the service team to relay client requests and ensure timely responses.</p><p>• Assist with managing accounts receivable for clients with overdue balances.</p><p>• Identify opportunities for process improvement in scheduling and client communication workflows.</p><p>• Professionally handle incoming calls and promptly respond to client inquiries.</p><p>• Draft and distribute newsletters, industry updates, and other client communications to keep clients informed.</p><p>• Perform additional administrative tasks and support service coordination as needed.</p>
<p>We are looking for an experienced Client Services Manager to oversee and enhance the delivery of account onboarding, legal documentation, and treasury management services in compliance with industry standards and regulations. This role requires strong leadership skills to manage a team focused on loan support and treasury operations, ensuring exceptional service levels and operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Documentation, Onboarding, & Administration (70%)</strong></p><ul><li>Champion a client-focused culture within the department, setting expectations, managing staff, and ensuring consistent high-quality client service.</li><li>Execute routine processing tasks for loan and treasury management products.</li><li>Develop and maintain service level agreements, publish performance dashboards, and evaluate processes for improvement.</li><li>Collaborate with Credit, Relationship Managers, and Compliance to align with business objectives and compliance requirements.</li><li>Support client growth and service across business lines.</li><li>Cross-train staff to ensure consistent coverage and ongoing skill development.</li><li>Coordinate preparation and maintenance of legal loan documentation, including notes, security agreements, guarantees, UCC filings, collateral, and insurance records.</li><li>Oversee setup and maintenance of treasury management product offerings (e.g., ACH, Wires, Remote Deposit Capture, Positive Pay, and online banking installations and limits); monitor internal controls and dual authorization.</li><li>Maintain vendor relationships and act as product administrator for technology platforms, including coordination of upgrades and user acceptance testing (UAT).</li></ul><p><strong>Operational Risk Management & Compliance (15%)</strong></p><ul><li>Maintain and update departmental policies, procedures, SOPs, and internal controls in line with regulatory expectations.</li><li>Ensure compliance with applicable laws, regulations, and internal policies.</li><li>Lead remediation efforts for audit and examination findings.</li><li>Track and manage exceptions to maintain audit-ready operations.</li><li>Develop and implement fraud prevention and risk mitigation strategies to protect client assets and ensure regulatory compliance.</li></ul><p><strong>Process Optimization & Technology Enhancement (15%)</strong></p><ul><li>Regularly review and optimize operational workflows, recommending technology improvements to enhance quality, efficiency, and control.</li><li>Build business cases for automation or system enhancements; coordinate training and change management during rollouts.</li><li>Collaborate with stakeholders for approval and integration of process improvements.</li><li>Anticipate and plan for technology needs to drive future client experience and operational efficiency.</li></ul>
<p>Client Service Associate</p><p>Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.</p><p>Key Responsibilities</p><p>· Enter and maintain accurate client information in firms systems.</p><p>· Review new business, renewals, and endorsements for accuracy.</p><p>· Respond to client inquiries promptly and professionally.</p><p>· Assist with rating new business and providing marketing recommendations.</p><p>· Prepare proposals to help clients understand their options.</p><p>· Follow up on outstanding items and manage open activities.</p><p>· Identify cross-selling and up-sale opportunities.</p><p>· Report and monitor claims, ensuring proper follow-up per procedures.</p><p>· Maintain up-to-date knowledge of policies.</p><p>· Build strong relationships with 3rd parties, producers, and teammates.</p><p>Qualifications</p><p>· Preferred Experience: Client support in financial services with insurance industry experience.</p><p>· Licensing: State insurance license (or willingness to obtain).</p><p>· Technical Skills: Proficiency with systems, Microsoft Office, and data entry.</p><p>· Soft Skills: Strong communication, customer service focus, and organizational abilities.</p><p>This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.</p><p>Ready to Apply? Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click the application link to get started!</p><p><br></p>
<p><strong>Overview:</strong></p><p>Our company is seeking a detail-oriented and proactive Medical Customer Service Representative / Coordinator to join our healthcare administration team. In this vital role, you will facilitate medical record retrieval by contacting provider offices, hospitals, and healthcare facilities on behalf of Medicare, Medicaid, and ACA. You’ll play a crucial part in ensuring records are retrieved efficiently and provider relationships are maintained with a high level of professionalism.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Make a minimum of 60 outbound calls daily to schedule medical record retrieval appointments.</li><li>Meet and exceed retrieval metrics and performance goals.</li><li>Professionally communicate with healthcare providers, hospitals, and facilities to coordinate retrieval efforts.</li><li>Accurately document all interactions and appointment details within internal systems.</li><li>Maintain and strengthen productive working relationships with provider offices.</li><li>Consistently achieve and uphold a quality standard of 90% or higher in all aspects of your work.</li></ul><p><br></p>
<p>We are currently seeking a dedicated and experienced Customer Service Representative based in Blaine, Minnesota, United States. This role provides an opportunity to join our team in a dynamic and fast-paced environment. The primary function of this role is to manage a wide variety of customer inquiries, disputes, and complaints while acting as a liaison within the organization to ensure we exceed customer expectations.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Process and manage a diverse range of customer inquiries related to transactions, products, and services</p><p>• Handle disputes and customer complaint resolution effectively and professionally</p><p>• Coordinate with various internal departments such as engineering, procurement, production, quality, sales, and shipping to ensure timely delivery of products</p><p>• Serve as a liaison for technical support and provide basic technical assistance pertaining to products and services</p><p>• Receive order information via various means such as phone, web portals, email, regional sales, and enter required information into the operating system</p><p>• Follow up as needed to clarify order information, pricing, and shipping methods</p><p>• Manage documentations efficiently</p><p>• Use Microsoft Office Suite (Word, Excel, Outlook) proficiently for various tasks</p><p>• Prioritize and multitask numerous daily activities effectively</p><p>• Display excellent interpersonal, verbal, and written communication skills</p><p>• Handle technical problems and offer solutions</p><p>•Spanish language skills as needed for customer service is a plus.</p>
<p>We are seeking a Licensing Coordinator for a role based in Monticello, Minnesota. This onsite role offers a contract to hire employment opportunity.</p><p><br></p><p>The objective of this role is to ensure the agent contracting process is as smooth and efficient as possible for our agents from start to finish. As a licensing specialist, you will execute professionalism while providing top notch customer service and work to find and create efficiencies<em>. </em>This is an amazing opportunity to join our team in a much-needed position. </p><p> </p><p>Whether you are familiar with the insurance background or not, your enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate. </p><p>We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><ul><li>Generate and process contracting applications and other required forms for submission on all new and existing agents and agencies within Simplicity.</li><li>Completes routine follow-up on submitted agent contracting paperwork to ensure proper processing.</li><li>Assist with agent updates, contract changes, while proactively looking for ways to streamline the process to make it as smooth as possible for the agent.</li><li>Applies sound insurance knowledge regarding products and services, troubleshooting issues, and working to resolve in the quickest and most efficient way to best meet agent needs.</li><li>Provide professional correspondence via email and phone</li><li>Work efficiently to meet all service level agreements</li><li>Understand carrier workflows and maneuver carrier websites</li><li>Work closely with team members to meet common goals and assist when able</li></ul><p> </p><p><strong>Qualifications / Requirements: </strong></p><ul><li>Minimum of a High school diploma / GED </li><li>Strong computer skills; able to type 50+ words per minute </li><li>Proficiency in Microsoft Office (Word, Excel) </li><li>Experience with G Suite and Salesforce preferred, not required</li><li>Experience in related position preferred, not required</li></ul><p><strong> </strong></p><p><strong>Core Competencies:</strong></p><ul><li>Ability to provide exceptional customer service</li><li>Effective time management skills</li><li>Ability to prioritize and multitask in a fast-paced environment, and utilize multiple programs simultaneously</li><li>Capable of working both independently and in a team environment</li><li>Excellent organizational skills, attention to detail is a must</li><li>Ability to react to change in a productive and positive manner</li></ul><p><br></p><p><br></p><p><br></p><ul><li>Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <u>roberthalf.gobenefits.net</u> for more information.</li></ul>
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 looking for a dedicated Customer Service Representative with strong dispatching skills to join our team in Plymouth, Minnesota. In this role, you will focus on coordinating service calls, managing schedules, and ensuring smooth communication between customers and technicians. This is a long-term contract position offering an opportunity to work in a fast-paced and dynamic environment.<br><br>Responsibilities:<br>• Handle incoming customer calls, including urgent situations, follow-ups, and service inquiries.<br>• Schedule and coordinate service calls to ensure timely responses.<br>• Generate and manage dispatch tickets for service requests.<br>• Assign service technicians to specific calls and provide post-call debriefs.<br>• Update technician schedules and availability in the system.<br>• Maintain and organize the dispatch board to track daily activities.<br>• Anticipate and plan workloads to optimize team efficiency.<br>• Provide technicians with relevant information and support as needed.<br>• Monitor and update new and existing service tickets within the system.
<p>We are seeking a proactive and detail-oriented Customer Service Representative with technology support experience to join our team. You will provide top-tier customer service while assisting clients with basic technology issues and navigating digital platforms.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Respond to customer inquiries via phone, email, or chat, delivering exceptional service and timely solutions.</li><li>Troubleshoot basic technology or system issues, guide users through CRM platforms, and escalate complex technical concerns as needed.</li><li>Support AI and automation initiatives and contribute to process improvements across customer service operations.</li><li>Maintain accurate and thorough documentation of customer interactions.</li><li>Collaborate with cross-functional teams to resolve issues and enhance the customer experience.</li></ul><p><br></p><p><br></p>
We are looking for a highly motivated and independent Customer Support Specialist to join our team in Blaine, Minnesota. This long-term contract position requires a proactive and detail-oriented individual capable of managing high volumes of customer inquiries, scheduling installations efficiently, and maintaining organized workflows. The ideal candidate will possess strong administrative skills and a commitment to delivering exceptional customer service.<br><br>Responsibilities:<br>• Schedule installation appointments to ensure timely and efficient project completion.<br>• Monitor and manage pending installations, verifying product delivery and labor readiness.<br>• Oversee the installation pipeline, updating and closing jobs daily to maintain accuracy.<br>• Prepare installation crews by organizing all necessary paperwork and ensuring readiness for scheduled tasks.<br>• Assign installation crews to projects based on their relevant experience and expertise.<br>• Maintain inventory records and provide timely updates on product arrivals to stakeholders.<br>• Address and resolve customer concerns to uphold high satisfaction levels.<br>• Process payments and manage funding for completed jobs in compliance with company standards.<br>• Utilize industry-specific software, including Microsoft Dynamics CRM, to manage operations and data effectively.<br>• Perform additional administrative duties as required to support team goals.
<p>We are looking for a detail-oriented Medical Receptionist to join our team in Minneapolis, Minnesota on a part-time basis. As a Patient Care Coordinator, you will play a pivotal role in ensuring a seamless experience for patients while supporting clinic operations. This is a Contract position within the healthcare industry, offering a dynamic and collaborative work environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and check in patients for clinic and radiology appointments, ensuring a friendly and efficient experience.</p><p>• Provide clear instructions to patients regarding required forms and documentation.</p><p>• Collect and verify demographic and insurance information, entering details accurately into the NextGen system for billing purposes.</p><p>• Process patient payments, including co-pays, swiftly and accurately.</p><p>• Prepare daily charts for scheduled appointments to maintain efficient clinic operations.</p><p>• Assist patients in scheduling follow-up appointments and provide guidance on the patient portal.</p><p>• Coordinate interpreter services for patients requiring language assistance.</p><p>• Update and maintain the provider database within NextGen to ensure accurate tracking of referring providers.</p><p>• Keep the front office area tidy and organized, including restocking supplies and maintaining a welcoming environment.</p><p>• Collaborate with clinic staff to support smooth workflows and continuity of care for patients.</p>
<p>We are seeking a <strong>bilingual (Spanish/English), customer-focused Customer Service Representative</strong> to join our team in the St. Paul, Minnesota area. This role is ideal for an attentive professional who enjoys problem-solving, supporting customers, and working collaboratively across departments. This is a <strong>contract-to-permanent opportunity</strong> offering growth potential in a fast-paced, team-oriented environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Respond promptly and professionally to customer inquiries related to transactions, products, and services.</li><li>Resolve customer disputes and complaints with a focus on accuracy, professionalism, and customer satisfaction.</li><li>Communicate effectively in <strong>both Spanish and English</strong>, verbally and in writing.</li><li>Collaborate with internal teams including engineering, procurement, production, quality, sales, and shipping to ensure timely and accurate service.</li><li>Serve as a liaison for basic technical support, providing general guidance and escalating issues as appropriate.</li><li>Review, verify, and clarify order details, pricing, and shipping information to ensure accuracy.</li><li>Maintain organized and accurate documentation related to customer interactions and transactions.</li><li>Utilize Microsoft Office applications (Word, Excel, Outlook) to manage daily responsibilities.</li><li>Prioritize multiple tasks while meeting deadlines in a fast-paced environment.</li><li>Identify, troubleshoot, and assist with resolving customer issues as they arise.</li></ul><p><br></p>
<p>Join our company as a Remote Spanish Bilingual Customer Service Representative, supporting customers in both English and Spanish across a variety of channels. We are seeking adaptable, detail-oriented professionals who excel in fast-paced, remote environments and are committed to delivering outstanding service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, and chat in both Spanish and English</li><li>Resolve questions, concerns, and issues efficiently while maintaining a positive attitude</li><li>Document all customer interactions clearly and accurately</li><li>Collaborate with team members and other departments to ensure high customer satisfaction</li><li>Uphold company values, policies, and standards of service</li><li>Meet or exceed individual and team metrics for productivity and quality</li></ul>
<p>We are working with a client who is seeking an experienced HR Coordinator to join our team on a contract basis in Plymouth, Minnesota. In this role, you will play a vital part in ensuring smooth onboarding, maintaining employee records, and providing support for HR systems and processes. This position requires someone with strong attention to detail, excellent communication skills, and the ability to adapt to a dynamic work environment. Work model is onsite for training then transition to hybrid or remote.</p><p><br></p><p>Responsibilities:</p><p>• Lead onboarding processes, including orientation sessions and benefits overviews, to provide a welcoming experience for new hires.</p><p>• Manage employee documentation, including I-9 verification and E-Verify compliance, ensuring accuracy and confidentiality.</p><p>• Provide support and guidance to employees using ADP Workforce Now, addressing inquiries and resolving issues.</p><p>• Maintain accurate and confidential employee files, adhering to compliance and audit standards.</p><p>• Assist new employees with general inquiries and foster positive employee relations during their initial employment phase.</p><p>• Generate detailed reports from HR systems for audits, compliance checks, and workforce analytics.</p><p>• Support payroll processes and compliance, including compensation adjustments, department changes, and offboarding tasks.</p><p>• Communicate clearly and effectively in written and verbal formats, ensuring a customer-focused approach to HR support.</p><p>• Coordinate offboarding communication and related administrative tasks.</p><p>• Demonstrate problem-solving skills and work efficiently both independently and collaboratively in a fast-paced/changing environment.</p><p>• Other tasks as assigned.</p>
<p>We are looking for a dedicated Tax Manager to join our team in Western, Wisconsin. In this role, you will work closely with individuals, families, and small businesses, providing expert tax and accounting services. This position offers the opportunity to foster meaningful client relationships while delivering high-quality financial solutions.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file accurate tax returns for individuals and businesses, ensuring compliance with current regulations.</p><p>• Develop proactive tax strategies to help clients achieve long-term financial goals.</p><p>• Consult with clients on business structure, operational strategies, and financial planning to enhance profitability and stability.</p><p>• Maintain accurate bookkeeping records and oversee payroll processing with adherence to regulatory requirements.</p><p>• Provide guidance on budgeting, forecasting, and cash flow management to support client growth.</p><p>• Collaborate with clients to design tax-efficient frameworks tailored to their unique needs.</p><p>• Ensure timely and precise completion of tax filings while minimizing liabilities.</p><p>• Build trusted relationships with clients by delivering clarity and peace of mind in all financial engagements.</p>
<p>We are looking for a contract to to hire, dedicated and detail-oriented Member Services Representative to join our team in St. Paul, Minnesota. This role involves delivering excellent customer experiences in a fast-paced call center environment. As part of a long-term contract position, you will play a vital role in assisting customers and maintaining high service standards.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming customer inquiries efficiently and courteously, ensuring customer satisfaction.</p><p>• Provide accurate information about services and resolve issues in a timely manner.</p><p>• Utilize computer systems to document customer interactions and update records.</p><p>• Maintain high typing accuracy to meet operational requirements.</p><p>• Collaborate with team members to improve service delivery and share best practices.</p><p>• Adapt to a fast-paced work environment while managing multiple tasks simultaneously.</p><p>• Uphold company policies and procedures in all customer interactions.</p><p>• Assist with escalated concerns, ensuring proper resolution and follow-up.</p><p>• Monitor and report customer feedback to help identify areas for improvement.</p>
<p>A position has opened up for an Accounts Payable Clerk at a company in St. Paul. The Accounts Payable Clerk role offers an exciting opportunity to make an indispensable contribution to the success of the company. This department offers prospects of career growth and advancement. The Accounts Payable Clerk will be required to match and batch, code, resolve A/P issues, process expense reports, update and reconcile sub-ledger to G/L, and process checks. The Accounts Payable Clerk is a long-term contract opening.</p><p> </p><p>Responsibilities:</p><p>- Carry out a full-cycle A/P</p><p>- Provide internal and external audit assistance as required</p><p>- Organize, register, scan, and file invoices, checks, and other documents</p><p>- Perform special projects as assigned</p><p>- Assist the AP/Finance Department with administrative tasks</p><p>- Assist internal business partners with any customer services needs</p><p>- Perform daily processes and controls correctly and punctually, ensuring company policies are followed</p><p>- Manage department mail by opening, sorting, and distributing it on a daily basis</p><p>- Verify, log and mail checks, including expediting special handling</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 offering an exciting opportunity for an Audit Manager - Public in Golden Valley, Minnesota, United States. The primary function of this role is to manage and oversee audit engagements, ensure compliance with accounting standards, and provide excellent client service. The role also involves business development and team management activities.<br><br>Responsibilities:<br>• Manage the execution and completion of audits, emphasizing internal controls and compliance testing<br>• Formulate audit strategies and ensure audit activities comply with relevant standards<br>• Identify potential audit risks and devise audit programs to address these risks<br>• Review and approve audit workpapers, reports, and financial statements to ensure accuracy and completeness<br>• Maintain quality and client service standards by ensuring audits are completed within budget and timelines<br>• Stay current with updates in governmental auditing standards, regulations, and accounting pronouncements, ensuring that audits comply with the latest requirements<br>• Build and maintain strong client relationships, understanding their audit needs, addressing questions, and effectively communicating findings and recommendations<br>• Assist in business development efforts, including proposals and networking within the government sector<br>• Provide ongoing feedback, training, and career development support to audit team members<br>• Ensure compliance with all Firm wide and local office policies and procedures.
We are looking for a skilled and experienced Tax Manager to join our team in the Northwest Suburbs. This role is ideal for someone who is detail-oriented, thrives in a collaborative environment, and is passionate about delivering exceptional tax and accounting services. As part of our team, you will play a key role in assisting clients with tax planning and compliance, ensuring accuracy and timeliness in financial reporting. <br> Responsibilities: Handle the preparation and review of advanced tax filings across business entities, individuals, and trusts, ensuring accuracy and completeness. Build trusted client relationships by offering clear guidance and consistently high-quality service. Analyze nuanced tax questions and present practical recommendations to both clients and internal leadership. Partner with senior team members on assurance engagements to support thorough, well-executed deliverables. Lead annual tax provision work and monitor compliance with applicable reporting requirements. Leverage professional tax and workflow software to enhance accuracy, organization, and productivity. Coordinate multiple concurrent assignments, balancing timelines while upholding strong quality standards. Contribute to outreach and growth efforts aimed at attracting new business. Mentor entry level team members through coaching, training, and day-to-day support. Adhere to professional guidelines and regulatory expectations in all work performed.
<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>
<p>We are looking for a detail-oriented Sales Support team member to join our client in the south metro, Minnesota area. In this long-term contract position, you will play a vital role in assisting the sales team by managing administrative tasks, maintaining customer relationships, and ensuring seamless sales operations. This role offers an excellent opportunity to contribute to the success of a dynamic and collaborative environment. Responsibilities:</p><ul><li>Provide post-sales support to ensure customer satisfaction and resolve issues promptly.</li><li>Assist with inbound and outbound sales activities, including responding to inquiries and reaching out to potential clients.</li><li>Prepare accurate and timely quotes for customers based on their specific requirements.</li><li>Manage order entry processes and ensure all records are updated and maintained accurately.</li><li>Collaborate with the sales team to support operations and projects.</li><li>Utilize Microsoft Word, Excel, and Outlook to create reports, manage schedules, and communicate effectively.</li><li>Monitor and maintain the organization of sales-related documentation and infrastructure.</li><li>Identify opportunities to enhance customer experience and drive sales efficiency.</li><li>Contribute to the continuous improvement of sales procedures and processes.</li><li>Support the team in navigating and leveraging data center environments effectively.</li></ul>
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.
<p><strong>Estimator & Project Coordinator | $75-110K Base Salary + Eligible for Commission | Full Benefits Package </strong></p><p><br></p><p>We are looking for an experienced Estimator to manage bids and support construction projects from start to finish. This role involves close coordination with clients, suppliers, and internal teams to ensure accuracy in pricing, clarity in scope, and excellence in delivery. Experience interpreting architectural drawings and preparing competitive estimates is essential, as is the ability to maintain positive client relationships throughout the project lifecycle.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare accurate estimates for projects, reviewing architectural plans, specifications, and bid requests to scope materials and costs effectively.</li><li>Analyze past projects, product costs, manufacturer pricing, and competitive market data to determine pricing strategies and maintain price holds for long-term bids.</li><li>Provide complete, detailed estimates with clear documentation of discrepancies, qualifications, or substitution opportunities.</li><li>Communicate with clients on bid requests, job follow-up, market insights, and collaborative business growth opportunities.</li><li>Submit bids on schedule and conduct timely follow-up, gathering job tracking intelligence to support future pricing and strategy.</li><li>Project coordinate material procurement and delivery, managing timelines and ensuring consistent client communication throughout project execution.</li><li>Track and analyze metrics related to estimating, sales volume, and gross margin to drive profitability.</li><li>Build and maintain strong client relationships through proactive engagement, regular account visits, and strategic touchpoints.</li><li>Participate in business development initiatives; role eligible for commission based on sales and project growth.</li></ul>
<p>We are looking for a detail-oriented and approachable 2ND SHIFT (3pm-pm) Receptionist to join our team at a non-profit organization in Minneapolis, Minnesota. This long-term contract position involves creating a welcoming environment for students and visitors while delivering exceptional customer service. If you thrive in a front-facing role and enjoy connecting with people, this opportunity is ideal for you.</p><p><br></p><p>Responsibilities:</p><p>• Greet students and visitors warmly, ensuring they feel welcomed upon arrival.</p><p>• Provide accurate information about room locations, including performance halls, classrooms, restrooms, and studios.</p><p>• Handle incoming calls efficiently, using a multi-line phone system to address inquiries.</p><p>• Offer assistance to guests with questions or concerns in a courteous and detail-oriented manner.</p><p>• Use Microsoft Suite and Teams to manage administrative tasks and communications.</p><p>• Maintain a tidy and organized reception area to uphold a detail-oriented image.</p><p>• Collaborate with team members to ensure seamless daily operations.</p><p>• Represent the organization positively by being friendly, approachable, and attentive.</p><p>• Assist with scheduling and room reservations when needed.</p><p>• Uphold confidentiality and integrity in all interactions.</p>
<p>We are looking for a dedicated Contract Administrator to join our client's team in Ramsey, Minnesota. In this long-term contract position, you will oversee and manage the entire lifecycle of contracts, ensuring accuracy and compliance while collaborating with multiple departments. This role requires someone with strong attention to detail who thrives in a dynamic environment and is capable of driving process improvements.</p><p><br></p><p>Responsibilities:</p><p>• Manage the complete lifecycle of contracts, including creation, execution, and renewal, ensuring all documentation meets company standards.</p><p>• Utilize specialized tools such as Service Cloud to track and resolve contract-related inquiries efficiently.</p><p>• Collaborate with cross-functional teams, including Pricing, IT, and Customer Service, to streamline contract administration processes.</p><p>• Act as a subject matter expert for internal systems, providing insights and guidance on contract changes and implementation.</p><p>• Identify areas for process improvement and develop solutions to enhance contract management efficiency.</p><p>• Maintain updated tracking systems to ensure accurate record-keeping and reporting of contract statuses.</p><p>• Provide training and support to team members, assisting with onboarding and ensuring understanding of contract procedures.</p><p>• Ensure compliance with company policies and procedures throughout contract administration.</p><p>• Respond to stakeholder inquiries in a timely and thorough manner, delivering excellent customer service.</p><p>• Participate in team meetings to share feedback and contribute to continuous improvement initiatives.</p>
