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48 results for Portfolio Manager in Minneapolis, MN

Tax Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 110000.00 - 130000.00 USD / Yearly
  • <p><strong>Tax Manager – Greater Minneapolis-St Paul area</strong></p><p>Our client, an impressive asset management firm is seeking a Tax Manager to join a collaborative tax team This firm works with a wide range of clients, including family-owned businesses, trusts, and investment entities. This role offers the chance to work with experienced tax professionals in a stable, rewarding environment, with competitive compensation and a comprehensive benefits package.</p><p><strong>Responsibilities:</strong></p><p>·        Manage tax compliance workflows for diverse client portfolios</p><p>·        Serve as primary point of contact for assigned clients, ensuring outstanding service and communication</p><p>·        Mentor, train, and review the work of junior tax staff</p><p>·        Oversee the preparation and review of federal, state, and local tax workpapers and returns</p><p>·        Lead complex tax planning projects and research technical tax issues</p><p>·        Prepare clear and concise research memoranda and provide guidance to clients</p><p>·        Collaborate regularly with senior management and other stakeholders</p><p><strong>Ready to take the next step?</strong></p><p><strong>Connect with Douglas Rickart on LinkedIn, call 612-249-0330, or apply using the provided link.</strong></p><p><br></p>
  • 2026-02-26T20:48:42Z
Financial Analyst/Manager
  • Plymouth, MN
  • onsite
  • Permanent
  • 110000.00 - 180000.00 USD / Yearly
  • We are looking for a skilled Financial Analyst/Manager to join our team in Plymouth, Minnesota. In this role, you will serve as a strategic partner to the Electrophysiology R& D division, providing critical financial insights and guidance to support decision-making and business growth. This position offers a unique opportunity to contribute to groundbreaking healthcare advancements while collaborating with cross-functional teams to drive financial excellence.<br><br>Responsibilities:<br>• Develop and manage financial planning processes, including data collection, entity submission, and preparation of summaries for leadership review.<br>• Analyze monthly R& D performance metrics, update financial models, and create detailed reports to inform business decisions.<br>• Collaborate with marketing, operations, and other departments to evaluate financial impacts of new product developments, including ROI and NPV analysis.<br>• Prepare presentations for portfolio reviews and leadership meetings, ensuring clear communication of financial insights.<br>• Coordinate strategic planning initiatives for R& D, maintaining data models and templates while aligning with organizational goals.<br>• Conduct detailed variance analysis and provide actionable recommendations to address financial discrepancies.<br>• Partner with leadership to advocate for investments in R& D as strategic growth opportunities.<br>• Manage ad hoc financial requests, delivering timely and accurate analysis to support evolving business needs.<br>• Utilize advanced financial modeling techniques to forecast performance and evaluate business strategies.<br>• Work closely with cross-functional teams to ensure alignment on financial priorities and strategic objectives.
  • 2026-02-18T23:34:04Z
Sr. Finance Manager
  • Forest Lake, MN
  • onsite
  • Permanent
  • 150000.00 - 175000.00 USD / Yearly
  • We are looking for an experienced Sr. Finance Manager to oversee financial operations for the regional office and contribute to global finance initiatives. This role requires strategic leadership, strong analytical skills, and the ability to drive financial excellence within a manufacturing environment. Based in Columbus, Minnesota, this position offers the opportunity to lead a dynamic finance team while ensuring compliance, improving processes, and supporting business decisions.<br><br>Responsibilities:<br>• Manage all financial activities for the regional office, including oversight of multiple legal entities and manufacturing sites.<br>• Serve as a trusted finance partner to the regional leadership team, providing guidance on operational decisions, investments, and performance enhancements.<br>• Prepare and oversee consolidated financial statements for the regional office, ensuring alignment with group standards and deadlines.<br>• Lead annual budgeting, rolling forecasts, and long-term financial planning, including sensitivity and scenario analyses.<br>• Drive financial excellence in manufacturing operations, including cost accounting, margin analysis, and inventory valuation.<br>• Optimize working capital and cash flow by focusing on inventory management, receivables, and payables.<br>• Coordinate tax, treasury, insurance, and risk management functions in collaboration with external advisors.<br>• Oversee statutory and group audits for the regional office, ensuring timely completion and addressing any findings.<br>• Review and approve capital investment proposals while monitoring post-investment outcomes.<br>• Develop and mentor the finance team, fostering a culture of accountability and technical expertise.
  • 2026-03-02T21:18:44Z
Financial Planning & Analysis Manager
  • Bloomington, MN
  • onsite
  • Permanent
  • 96500.00 - 150000.00 USD / Yearly
  • <p>Our client in Bloomington is looking for an FP& A Manager to handle marketing analytics. Bachelors in Accounting or Finance required along with 5+ years financial analysis experience. Great opportunity in a large organization to grow and be involved in the largest business unit. No previous supervisory experience required. If you are interested, please reach out confidentially @JenniferExsted.</p>
  • 2026-03-02T23:13:40Z
Finance Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • We are looking for an experienced Finance Manager to join our team in Minneapolis, Minnesota. In this role, you will oversee key financial operations, including grant management, budgeting, forecasting, and audits, ensuring compliance with regulations and accuracy in reporting. This position requires strong leadership skills, as you will supervise and mentor a dedicated accounting team while driving process improvements.<br><br>Responsibilities:<br>• Manage the preparation and submission of cost-reimbursement invoices, adhering to strict funding deadlines.<br>• Collaborate with program directors to monitor budgets, identify trends, and address anomalies to prevent overspending.<br>• Maintain and reconcile accounts receivable, review aging reports, and follow up with funders to ensure timely payments.<br>• Conduct regular meetings with program staff to gain insight into grant-specific requirements and operational nuances.<br>• Oversee financial monitoring activities for government grants, assigning tasks and serving as the primary fiscal contact during reviews.<br>• Prepare journal entries and lead efforts to identify and implement process improvements across financial operations.<br>• Reconcile bank accounts and oversee the month-end close process to ensure accuracy and efficiency.<br>• Assist in the development of annual budgets and provide critical data for ongoing revenue forecasting for programs.<br>• Prepare monthly financial statements, including variance analyses, and present findings to the finance committee.<br>• Coordinate annual fiscal audits, including the Single Audit and 990 filings, ensuring timely and accurate completion while liaising with external auditors.
  • 2026-03-02T21:48:43Z
Investment Middle Office Analyst/Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 90000.00 - 130000.00 USD / Yearly
  • <p>We are looking for a dedicated and detail-oriented Middle Office Analyst/Manager to join our dynamic team in Minneapolis, Minnesota. In this role, you will play a pivotal role in transaction management within the financial services industry, primarily focusing on real estate debt transactions. The ideal candidate will thrive in a fast-paced environment, balancing multiple priorities while demonstrating exceptional organizational and problem-solving skills.</p><p> </p><p>Responsibilities:</p><p>• Oversee the due diligence and loan acquisition processes by coordinating with vendors and external parties.</p><p>• Ensure seamless execution of transactions independently while adhering to high standards of organization and accuracy.</p><p>• Manage all aspects of transaction logistics, including vendor timelines, risk assessments, and counterparty communication.</p><p>• Collaborate with internal finance teams to address liquidity requirements for loan closings.</p><p>• Supervise third-party loan valuation processes associated with acquisitions.</p><p>• Facilitate the post-closing process to ensure accurate onboarding of loans into the internal database.</p><p>• Partner with internal teams and affiliates to review and approve draw requests and capital calls.</p><p>• Provide support leadership on various initiatives and ad hoc projects as needed.</p>
  • 2026-02-13T14:24:21Z
Financial Analyst/Manager
  • Eagan, MN
  • onsite
  • Permanent
  • 96500.00 - 150000.00 USD / Yearly
  • <p>Our client is looking for a Finance Manager with strong analytics, budgeting/forecasting and supervisory experience. Experience with SaaS a strong plus. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out confidentially on LinkedIn @JenniferExsted.</p>
  • 2026-03-02T23:18:40Z
Cost Accounting Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 130000.00 - 140000.00 USD / Yearly
  • We are looking for a skilled and strategic Cost Accounting Manager to join our team in Minneapolis, Minnesota. In this role, you will oversee product costing, inventory valuation, and cost of goods sold, ensuring accurate and timely accounting practices that support operational goals. This position is critically important in driving cost efficiency, supporting decision-making processes, and partnering with leadership across operations, supply chain, and finance.<br><br>Responsibilities:<br>• Develop and implement a comprehensive cost accounting strategy to align with business growth and increased manufacturing complexity.<br>• Maintain and enhance cost accounting systems and internal controls to ensure precise tracking of product costs, inventory, and overhead.<br>• Analyze and report product costs, including labor, materials, and overhead, while providing actionable insights to optimize pricing and margin management.<br>• Collaborate with operations, supply chain, and finance teams to assess cost drivers and identify opportunities for structural improvements and capital investments.<br>• Prepare and present detailed financial results related to cost performance, trends, and risks to management on a regular basis.<br>• Ensure compliance with organizational policies and internal controls related to manufacturing accounting and inventory.<br>• Lead inventory control processes across manufacturing and distribution centers, ensuring accuracy and integrity.<br>• Work closely with operational leaders to identify cost reduction initiatives and evaluate the financial impact of key decisions.<br>• Build and manage a team of inventory and cost accounting professionals, fostering growth and excellence.<br>• Oversee the annual cost accounting budget, ensuring effective resource allocation and alignment with strategic objectives.
  • 2026-02-02T13:08:43Z
Financial Analyst/Manager
  • Bloomington, MN
  • onsite
  • Permanent
  • 123200.00 - 164100.00 USD / Yearly
  • <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>
  • 2026-02-25T02:33:44Z
Credit & Collections Manager
  • Bloomington, MN
  • onsite
  • Temporary
  • 43.54 - 50.41 USD / Hourly
  • <p>We are looking for a dedicated Credit & Collections Manager to join our team. In this long-term contract position, you will play a key role in managing accounts receivable processes, driving strategic initiatives, and ensuring smooth customer interactions. This role requires an analytical mindset and the ability to independently tackle challenges while collaborating with a team to improve processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage and resolve customer disputes related to accounts receivable, credit, invoicing, and statements.</p><p>• Translate accounts receivable balance statements and reconcile payments, reductions, and open balances.</p><p>• Collaborate with external teams to drive cash application processes and oversee collections efforts.</p><p>• Establish and monitor key performance indicators, ensuring processes align with organizational goals.</p><p>• Conduct strategic planning and project management to address AR cleanup and process improvements.</p><p>• Build and maintain relationships with key accounts, focusing on high-touch customer interactions.</p><p>• Identify issues with customer payments lacking invoice details and create actionable solutions.</p><p>• Utilize SAP software to analyze accounts receivable data and generate accurate reports.</p><p>• Develop advanced Excel tools, including pivot tables and vlookups, to streamline data analysis.</p><p>• Work independently while contributing to team efforts to optimize AR and credit processes.</p>
  • 2026-02-02T20:28:36Z
Cost Accounting Manager
  • Saint Paul, MN
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • We are looking for a skilled Cost Accounting Manager to join our team in Saint Paul, Minnesota. This role is integral to ensuring precise financial reporting, strategic planning, and compliance across multiple locations. The ideal candidate possesses a strong background in cost accounting and data analysis, and thrives in environments requiring the management of extensive data records.<br><br>Responsibilities:<br>• Act as the subject matter expert on job costs, core gross margins, and related system data.<br>• Develop and oversee operational procedures to ensure accurate measurement of job cost activities and month-end cutoffs.<br>• Provide guidance to locations to address deviations from standard practices and ensure consistent processes.<br>• Support month-end close processes by assisting locations in meeting deadlines and posting essential transactions.<br>• Conduct ad-hoc analyses of job cost and margin data to fulfill management requests.<br>• Lead efforts to calculate and manage recovery cost rates for multiple locations.<br>• Assist in audit preparations and ensure compliance across all covered locations.<br>• Serve as a key lead in accounting system integrations, acting as a subject matter expert.<br>• Mentor and develop individuals across various locations to enhance expertise in cost accounting.<br>• Deliver actionable insights to executive leadership regarding profitability, risk, and growth opportunities.
  • 2026-02-18T02:23:49Z
Cost Accounting Manager
  • Blaine, MN
  • onsite
  • Permanent
  • 120000.00 - 175000.00 USD / Yearly
  • We are looking for an experienced Cost Accounting Manager to oversee and optimize cost accounting operations across multiple global manufacturing facilities. This role is essential in ensuring accurate product costing, inventory valuation, and variance analysis while driving process improvements and maintaining robust internal controls. The ideal candidate will collaborate with cross-functional teams to enhance profitability and operational efficiency.<br><br>Responsibilities:<br>• Manage and oversee cost accounting processes across multiple global manufacturing locations.<br>• Develop and update standard costs and lead the annual cost roll processes.<br>• Ensure accurate inventory valuation, manage reserves, and reconcile accounts to the general ledger.<br>• Oversee month-end close activities related to inventory, cost of goods sold, and manufacturing variances.<br>• Analyze and report on labor, overhead, and production variances to identify trends and opportunities.<br>• Partner with plant controllers and site finance teams to ensure consistent costing methodologies.<br>• Establish and enforce global cost accounting policies and best practices across all operations.<br>• Support budgeting, forecasting, and long-term financial planning processes.<br>• Drive process improvements and automation in cost reporting and data analysis.<br>• Lead and mentor a team of cost accountants, fostering collaboration and continuous improvement.
  • 2026-02-26T20:04:19Z
Finance Manager
  • Arden Hills, MN
  • onsite
  • Permanent
  • 130000.00 - 165000.00 USD / Yearly
  • <p>Seeking a hands-on finance leader to support manufacturing operations through budgeting, forecasting, cost accounting, inventory oversight, and month-end close. This role partners closely with operations leadership to drive performance, support capital investments, and ensure strong financial controls and GAAP compliance. Ideal for a strategic business partner who thrives in a fast-paced manufacturing environment.</p><p><br></p><p>This opportunity comes with Medical, dental/vision, life insurance, 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><br></p>
  • 2026-02-24T17:48:41Z
Accounting Manager/Supervisor
  • Bloomington, MN
  • onsite
  • Permanent
  • 115000.00 - 165000.00 USD / Yearly
  • <p>Our publicly-traded client is looking for an Accounting Manager with public accounting (Big 4 strongly preferred), strong accounting experience, and supervisory experience. You will be responsible for month end close, special projects, and mentoring employees. Great work/life balance, flex time, and family feel in this group. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out on LinkedIn @JenniferExsted.</p>
  • 2026-02-27T14:28:45Z
Internal Audit Manager/Director
  • Bloomington, MN
  • onsite
  • Permanent
  • 140000.00 - 160000.00 USD / Yearly
  • <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>
  • 2026-02-20T14:58:44Z
Internal Audit Manager/Director
  • Bloomington, MN
  • onsite
  • Permanent
  • 140000.00 - 160000.00 USD / Yearly
  • <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>
  • 2026-02-20T14:58:44Z
Accounting Manager/Supervisor
  • Bloomington, MN
  • onsite
  • Permanent
  • 137800.00 - 239300.00 USD / Yearly
  • <p>Our publicly-traded client is looking for an Accounting Manager with public accounting (Big 4 strongly preferred), strong accounting experience, and supervisory experience. You will be responsible for month end close, special projects, and mentoring employees. Great work/life balance, flex time, and family feel in this group.  Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out on LinkedIn @JenniferExsted.</p>
  • 2026-02-27T14:28:45Z
Accounting Manager/Supervisor
  • Bloomington, MN
  • onsite
  • Permanent
  • 96500.00 - 128700.00 USD / Yearly
  • <p>Our client is looking for an Accounting Manager. Bachelor's degree in Accounting required, 7+ years of experience, and supervision with at least 1 direct report. Candidates will have strong general ledger and month end skills. Public accounting experience a plus. Great manager and company! Must reside in Minnesota. Please reach out confidentially on LinkedIn @Jennifer Exsted.</p>
  • 2026-02-20T21:18:45Z
Client Relationship Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 55000.00 - 70000.00 USD / Yearly
  • <p>We are looking for an experienced Client Relationship Manager to join our team in Greater Twin Cities area in Minnesota. In this role, you will support Financial Advisors by providing client support, ensuring smooth operations and excellent client service. This position is ideal for someone with strong problem-solving skills and a passion for delivering exceptional support in a dynamic, growth-oriented environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee all operational aspects related to client management, including paperwork processing and execution of client requests.</li><li>Deliver high-quality service by understanding clients’ individual needs and responding promptly.</li><li>Work closely with Financial Advisors to ensure compliance with company policies and procedures.</li><li>Provide backup coverage for other support staff during periods of high volume or absence.</li><li>Utilize internal computer systems to support client service and drive business efficiency.</li><li>Serve as the main operational resource and first contact for Financial Advisors’ operational needs.</li><li>Maintain strict confidentiality at all times.</li><li>Research, resolve, and follow through on complex client account issues until resolution is achieved.</li></ul><p>If you are interested in joining a growing firm please contact Douglas Rickart on LinkedIn, call Doug at 612-804-2132 or apply through the link provided. </p>
  • 2026-02-26T12:54:02Z
Accounting Manager/Supervisor
  • Minneapolis, MN
  • onsite
  • Permanent
  • 88800.00 - 110000.00 USD / Yearly
  • <p>We are seeking an experienced Accounting Manager to oversee financial reporting, general ledger operations, audits, and much more. This role ensures accurate and timely financial data, strengthens internal controls, drives process improvements, and leads and develops accounting staff while partnering cross-functionally to support organizational goals.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 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>
  • 2026-03-03T01:58:41Z
Audit Manager - Public
  • Saint Paul, MN
  • onsite
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • 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
  • 2026-02-20T14:48:44Z
Director of Tax
  • Minneapolis, MN
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p>Our team is seeking a strategic, tax professional to join a high-performing investment management firm. This individual will play a vital role in shaping financial strategy and operations, supporting the launch and growth of a new tax-focused business entity within the organization. The ideal candidate is passionate about providing actionable financial insight, navigating complex tax matters, and supporting effective business decisions.</p><p><br></p><p>What This Opportunity Offers:</p><ul><li>Strategic Influence: Partner with company leadership to direct accounting functions, tax planning, and financial forecasting that drive business success.</li><li>Growth Potential: Take an integral role in building a new tax service entity from the ground up—perfect for candidates motivated by entrepreneurial opportunities and interested in making a significant impact.</li><li>Analytical Leadership: Identify trends, assess risks and opportunities, and present clear financial insights to support confident decision-making.</li><li>Diverse Financial Impact: Deliver strategic and operational support across multiple audiences within the organization, including advisors and end clients.</li><li>Integrity & Precision: Lead fiscal reporting, audit processes, and ensure accuracy, compliance, and fiscal strength.</li><li>Central Financial Stewardship: Oversee key financial functions that enable organizational growth and long-term stability.</li></ul>
  • 2026-02-26T12:44:03Z
Client Relationship Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 85000.00 - 110000.00 USD / Yearly
  • <p>We are looking for a dedicated Client Relationship Manager to join our client's team in Twin Cities. In this role, you will play a key part in supporting our advisors by providing planning and operational support interacting with clients. This position requires a proactive and detail-oriented individual who can manage account tools effectively and deliver exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Become the first point of contact for key clients of the firm</p><p>• Utilize financial planning software to support retirement, education, tax, charitable, estate, or insurance planning.</p><p>• Prepare and manage documentation for client onboarding, transfers, and money movement, ensuring timely submission to custodians.</p><p>• Monitor account activities to confirm proper transfer and tracking of business operations.</p><p>• Develop expertise in custodial platforms to enhance operational efficiency.</p><p>• Handle tasks to effectively support financial operations.</p><p>• Utilize CRM to document tasks and maintain accurate records.</p><p>• Perform various other duties that contribute to the success and growth of the firm.</p>
  • 2026-02-20T14:58:44Z
Tax Manager - Public
  • Maple Grove, MN
  • onsite
  • Permanent
  • 80000.00 - 140000.00 USD / Yearly
  • 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.
  • 2026-01-30T15:38:43Z
Tax Manager - Public
  • New Richmond, WI
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • <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>
  • 2026-02-13T14:24:21Z
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