<p>Our client is working with Robert Half to identify a results-driven Financial Analyst to join a forward-thinking Financial Planning & Analysis (FP& A) team. This position plays an integral role in budgeting, forecasting, financial modeling, and performance analysis across multiple business areas. The ideal candidate is comfortable with data, technology, and automation, and is eager to translate financial trends into actionable insights that inform business strategy.</p><p>This role offers exposure to senior leadership, cross-functional collaboration, and the opportunity to make a tangible impact in a fast-paced, evolving organization. Candidates must be based in the Minneapolis–St. Paul area; relocation assistance is not available. A flexible hybrid work model is offered, with in-office presence required on an as-needed basis.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Forecasting & Planning</strong></p><ul><li>Partner with finance and business leaders to develop and refine monthly, quarterly, and annual forecasts and budgets.</li><li>Analyze revenue and expense trends and identify key performance drivers.</li></ul><p><strong>Reporting & Analysis</strong></p><ul><li>Conduct variance analysis and highlight insights vs. plan, forecast, and prior periods.</li><li>Collaborate with corporate teams to deliver reports and forecasts using financial systems and planning tools.</li></ul><p><strong>Tool Building & Automation</strong></p><ul><li>Develop and maintain scalable models and reporting templates using Excel, NetSuite, and BI platforms (e.g., Power BI, Tableau).</li><li>Identify opportunities for process automation using low-code tools, macros, or scripts.</li></ul><p><strong>Month-End Support</strong></p><ul><li>Contribute to monthly and quarterly close activities through preparation of reports, dashboards, and variance summaries.</li><li>Ensure consistency and accuracy across performance tracking tools.</li></ul><p><strong>Ad Hoc Projects</strong></p><ul><li>Support strategic initiatives such as cost analysis, pricing, scenario modeling, and profitability assessments.</li><li>Create impactful presentations for leadership, combining data storytelling and visualizations.</li></ul><p><br></p><p><br></p><p><br></p>
<p><strong>Investment Operations Analyst</strong></p><p>Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an alternative investment firm in the Twin Cities, is seeking a detail-oriented <strong>Investment Operations Analyst</strong> to join their team and make an impact in structured security products.</p><p>This role covers end-to-end responsibilities in the operational trade lifecycle, including data flow, trade confirmations, reconciliation, and monitoring. If you’re a motivated self-starter with strong problem-solving and collaboration skills, this opportunity could be the perfect fit.</p><p><strong>Key Responsibilities</strong></p><ul><li>Ensure accuracy in <strong>daily investment operational tasks</strong>, including reporting, trade settlements, and resolving trade breaks or fails.</li><li>Provide <strong>trade confirmation</strong> for structured security product trades and associated derivatives.</li><li>Conduct <strong>cash reconciliation</strong>, including handling lifecycle events such as monthly P& I payments.</li><li>Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively.</li><li>Perform <strong>weekly and monthly reconciliations</strong> of investment positions and activity across holdings while investigating and resolving discrepancies.</li><li>Support ad-hoc analysis and assist in process improvement initiatives.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>0–3 years of experience</strong> in financial operations or a related role within financial services or a trading firm.</li><li><strong>Bachelor’s degree</strong> in Finance, Accounting, or a related field.</li><li>Advanced proficiency in Microsoft Excel; VBA knowledge is a plus.</li><li>Prior experience with <strong>structured securities products</strong> is advantageous.</li><li>Strong written and verbal communication skills, with an ability to manage competing priorities effectively.</li><li>Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure.</li></ul><p><strong>Why Apply?</strong></p><p>This is a unique opportunity to make an immediate impact, contribute to operational excellence, and work within an environment that appreciates initiative and fosters professional development.</p><p><strong>Take the next step in your career journey!</strong> Contact Douglas Rickart at <strong>612-249-0330</strong>, connect with him on LinkedIn, or click <strong>apply now</strong> to express your interest today!</p><p><br></p>
<p>We are looking for an experienced Senior Technical Recruiter to join our team on a long-term contract. In this role, you will play a critical part in identifying, attracting, and hiring top talent for high-tech engineering roles. This position offers the opportunity to leverage your expertise in technical recruiting and applicant tracking systems to support business growth.</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute innovative recruitment strategies to attract top-tier candidates for technical roles.</p><p>• Manage the full recruitment lifecycle, including sourcing, screening, interviewing, and onboarding candidates.</p><p>• Utilize platforms such as CareerBuilder and Workday to identify talent and maintain organized candidate pipelines.</p><p>• Build strong relationships with hiring managers to understand their staffing needs and provide tailored recruitment solutions.</p><p>• Conduct targeted outreach and cold calling to engage passive candidates and expand the candidate pool.</p><p>• Collaborate with cross-functional teams to ensure alignment on hiring goals and timelines.</p><p>• Stay current on industry trends and market conditions to effectively position job opportunities.</p><p>• Maintain accurate records in the applicant tracking system to ensure compliance and streamline recruitment processes.</p><p>• Provide guidance and feedback to candidates throughout the hiring process to enhance their experience.</p>
<p><strong>Compliance Analyst</strong></p><p>Join a compliance team as a <strong>Compliance Analyst</strong>, where you'll play a vital role in managing business risks and executing a robust compliance program. This high-visibility position works closely with employees across the firm, including senior-level managers and external advisors.</p><p><strong>Key Responsibilities:</strong></p><p>· Support the team in executing the compliance program.</p><p>· Manage the compliance program, including brokerage account oversight, daily monitoring, and reporting.</p><p>· Coordinate compliance certifications and review pre-trade requests and personal trading issues.</p><p>· Maintain the firm's restricted list and assist with regulatory filings to ensure deadlines are met.</p><p>· Conduct compliance assessments and contribute to quarterly compliance reviews.</p><p>· Serve as a resource for staff on compliance matters and provide backup support for the compliance team.</p><p>· Perform special projects and assist with improvements to compliance processes as needed.</p><p><strong>Qualifications:</strong></p><p>· 1+ years of compliance, financial services, or audit experience preferred.</p><p>· Bachelor's degree in a business-related field.</p><p>· Exceptional attention to detail, analytical skills, and proficiency in Microsoft Excel.</p><p>· Strong communication skills with the ability to relay complex information effectively.</p><p>· Self-motivated, resourceful, and eager to learn in an entrepreneurial environment.</p><p>· Ability to manage workload and meet deadlines. </p><p>This is an excellent opportunity for someone looking to grow in a dynamic role within a collaborative and fast-paced environment.</p><p><strong>Contact:</strong></p><p>Douglas Rickart at 612-249-0330 or connect on LinkedIn. Click the application link to apply today!</p>
We are looking for an experienced and strategic financial leader to join our team as the VP/Director of Finance in Roseville, Minnesota. This position offers a dynamic mix of hands-on financial management and accounting duties, paired with opportunities to lead and drive organizational growth. As part of a private equity-backed company, you will play a critical role in shaping financial strategies, analyzing market data, and presenting insights to key stakeholders.<br><br>Responsibilities:<br>• Lead and oversee the organization’s financial operations, including budgeting, forecasting, and cash flow management.<br>• Prepare and present financial reports to private equity stakeholders, ensuring accuracy and strategic alignment.<br>• Conduct detailed market analysis and manage large datasets to support business decision-making.<br>• Develop and implement financial models to optimize organizational performance.<br>• Supervise full-cycle accounting processes and ensure compliance with regulatory standards.<br>• Guide the team in leveraging tools such as Oracle and Power BI to enhance financial reporting and analytics.<br>• Collaborate with leadership to establish annual forecasts and long-term financial plans.<br>• Build and grow the finance team by recruiting and mentoring additional staff to support expanding operations.<br>• Drive improvements in controllership and internal financial processes.<br>• Provide strategic insights to support organizational growth and expansion.
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.
We are looking for an experienced and strategic Director of Finance to join our team in Saint Bonifacius, Minnesota. This role offers the opportunity to lead financial operations for a higher education nonprofit, managing budgets, financial reporting, and grant administration while collaborating closely with organizational leadership. If you thrive in a hybrid work environment and are passionate about driving impactful financial strategies, this position could be a great fit for you.<br><br>Responsibilities:<br>• Oversee and direct financial operations, including budgeting, forecasting, and reporting to ensure organizational goals are met.<br>• Manage the month-end close process to deliver accurate financial statements and insights.<br>• Develop and maintain effective budget processes, ensuring alignment with strategic objectives.<br>• Lead cash flow forecasting to optimize financial resources and ensure sustainability.<br>• Administer grant accounting and compliance for foundation, government, and federal grants.<br>• Collaborate with organizational leadership to align financial strategies with institutional goals.<br>• Supervise and mentor finance team members, fostering growth and development.<br>• Ensure adherence to financial regulations and best practices in all accounting processes.<br>• Analyze financial performance and provide actionable recommendations for improvement.<br>• Maintain relationships with external auditors and stakeholders to ensure transparency and accountability.
<p>We are looking for a Middle Office Portfolio Analyst to join our client's firm in the Twin Cities. In this role, you will play a pivotal part in managing the operational aspects of a diverse credit investment portfolio, ensuring smooth execution of financial transactions and maintaining high standards of accuracy. This is an exciting opportunity to collaborate with cross-functional teams and contribute to the success of a leading financial services organization.</p><p><br></p><p><strong>Summary of Responsibilities:</strong></p><p><strong> </strong></p><p>Responsibilities:</p><p>Collaborate with investment professionals, legal, tax, treasury, and capital markets teams to facilitate the closing new investment transactions. </p><p>Oversee future funding and financing processes.</p><p>Review and analyze monthly reports across the portfolio to ensure accuracy and compliance.</p><p>Coordinate transaction exit activities to support efficient financial operations.</p><p>Establish new illiquid investment structures by entering deal attributes into systems or coordinating with administrators.</p><p>Record investment transaction data and prepare requests for cash movements between entities.</p><p>Manage cash flow activities for investment relationships. </p><p>Provide oversight and support for operational partners.</p><p>Prepare and coordinate periodic and ad hoc reports related to illiquid investments.</p><p>Collaborate with the global team to enhance investment data management and reporting processes, working closely with service providers to improve workflows.</p><p><strong> </strong></p><p><strong>If you are interested, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided</strong></p><p><br></p>
<p>This role is 1 day a week in office, possibly 100% remote. Must have grant accounting experience, ideally at the 5-year level or more. </p><p><br></p><p>We are looking for a dedicated Grants Accounting Manager to join our team in Minneapolis, Minnesota. This role is pivotal in overseeing the financial management of grants from federal, state, and private sources, ensuring compliance with all regulatory and grant-specific requirements. The ideal candidate will lead budgeting efforts, supervise accounting staff, and collaborate with various teams to optimize financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage the allocation, spending, and reporting of grant funds to ensure compliance with financial regulations and grant-specific requirements.</p><p>• Supervise a team of Grants Accountants, providing guidance and oversight on financial reporting for government, corporate, and foundation grants.</p><p>• Lead budget preparation initiatives, including reviewing match requirements and supporting program reforecasting and new grant planning.</p><p>• Ensure accurate revenue reporting and maintain net asset balances in alignment with organizational standards.</p><p>• Oversee audits and financial monitoring processes to ensure timely and accurate reporting.</p><p>• Collaborate with program and finance teams to streamline grant accounting processes and improve operational efficiency.</p><p>• Approve and submit financial reports for grants, ensuring accuracy and adherence to deadlines.</p><p>• Conduct special projects and tasks as assigned to support organizational goals.</p>
Job Summary<br>As the Accounting Manager you are responsible for managing all accounting functions, maintaining relationships with banks, auditors and other lenders, and providing accurate financial information to the management team. The accounting department includes 3 staff members to support you with the execution of the department’s responsibilities. <br><br>Schedule: 40 – 45 hours Monday thru Friday <br><br>What You’ll Do<br>• Work with your team of 3 employees to ensure the timely and accurate execution of daily accounting tasks<br>• Issue timely and complete financial statements<br>• Approve and process credits<br>• Manage lease renewals<br>• Assist with preparation of annual budget & forecasts<br>• Provide financial analyses for investments, pricing, contracts and other management activities<br>• Coordinate and provide requisite information for annual audit & other auditing firms<br>• Monitor company debts, covenants and other liabilities<br>• Comply with local, state and federal tax filings such as use & sales tax, 1099s etc.<br>• Update & maintain sales tax centers in our system<br>• Maintain relationship with banks, lending institutions, accounting firm, credit card processors, collection agencies and misc. other vendors.<br><br>The Talents You’ll Need to Be Successful<br>• Knowledge of GAAP and corporate accounting<br>• Knowledge of budget control methods, policies, and procedures<br>• Bachelor’s degree in Accounting, or Finance from an accredited college or university<br>• 5+ years of accounting experience for a small – mid-size company<br>• Supervision experience
<p>Robert Half is seeking a Global Consolidations an Financial Reporting Manager for the northern suburbs. This individual will be responsible for international operations and foreign consolidations. This is 75% of the role with 25% domestic. Ideal candidate will have public and industry with over 7+ years of experience. CPA/MBA preferred. Preferred NetSuite or MS Dynamics experience. </p><p>Participate and partner with the VP of Finance on key business initiatives such as working capital improvement and indirect spend analysis and cost reductions. Partner with the VP of Finance and Financial Accounting team to manage the external audit and ensure a clean and timely year-end audit with no material adjustments. This is a hybrid model. Salary up to $170k with bonus. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690. </p>
<p>Robert Half in Minneapolis is seeking an Accounts Payable Specialist! The Accounts Payable Specialist will be expected to handle high volume matching, batching and coding invoices. Other responsibilities include processing expense reports, updating and reconciling sub-ledger to the general ledger and processing checks. </p>
<p><strong>Job Title: Accounting Supervisor </strong></p><p><strong>Position Overview</strong></p><p>The Accounting Supervisor position is an individual contributor role, managing the accounting processes, not people. This role plays a vital role in supporting the mission of our client by ensuring accurate, timely, and compliant financial and operational processes. This role is responsible for managing the firm’s accounting functions, billing, payroll, benefits administration, and supporting human resources and facilities management. It is a central position that promotes financial integrity, operational efficiency, and organizational compliance across departments. This role will be 3 days/MONTH onsite in Minneapolis.</p><p><br></p><p><strong>Core Responsibilities</strong></p><p><strong>Financial Management & Accounting</strong></p><ul><li>Oversee cash flow, banking operations, and accounts payable activities</li><li>Perform monthly reconciliations of operating and IOLTA trust accounts</li><li>Prepare monthly and year-end financial reports (Trial Balance, Balance Sheet, Income Statement)</li><li>Lead month-end and year-end close processes</li><li>Maintain and troubleshoot financial software, including system updates</li><li>Record cash-related transactions</li><li>Allocate monthly credit card expenses to the general ledger</li><li>Develop, monitor, and report on annual budgets</li><li>Prepare and distribute Partner entitlements and related reports</li><li>Ensure compliance with tax filings and regulatory financial requirements</li><li>Maintain IOLTA trust accounting in accordance with legal standards</li></ul><p><strong>Billing & Invoicing</strong></p><ul><li>Develop and maintain monthly billing schedules</li><li>Generate, review, and finalize monthly pre-bills and invoices</li><li>Issue monthly client statements and address billing inquiries</li><li>Enter time entries daily and maintain accurate billing data</li><li>Manage billing rates for timekeepers and clients</li><li>Track and process costs from USPTO, foreign associates, and annuity providers</li><li>Produce monthly billing and timekeeping reports</li></ul><p><strong>Payroll & Benefits Administration</strong></p><ul><li>Process biweekly payroll and maintain employee compensation and PTO records</li><li>Administer employee benefits programs (health, dental, HSA, STD/LTD, COBRA)</li><li>Oversee 401(k) and retirement plans, and commuter benefits (parking, transit)</li><li>Manage Workers’ Compensation insurance and coordinate audit responses</li><li>Ensure compliance with federal and state payroll and benefits regulations</li></ul><p><br></p>
<p>Our client is looking to add a Tax and Accounting Manager to their small CPA firm. Busy seasons are 55 hours and Fridays off Memorial Day through Labor Day. Great firm that works primarily with small businesses doing all their taxes and accounting. Bachelors degree required. CPA or EA highly preferred. If you are interested, please reach out on LinkedIn @Jennifer Exsted.</p>
<p>Our client is looking for an Accounting Manager with strong accounting and month end skills. In this role, you will be involved with operational accounting and inventory. Public accounting candidates are welcome to apply as well as straight industry candidates. Bachelors in Accounting is a must. Please reach out to me on LinkedIn @Jennifer Exsted.</p>
<p>We are looking for an experienced Accounting Manager/Supervisor to join our team in Bloomington, Minnesota. This Contract-to-Permanent position offers an excellent opportunity for a detail-oriented individual to lead and oversee key accounting functions. The ideal candidate will thrive in a dynamic environment and bring expertise in financial management, reporting, and process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee all aspects of the accounting cycle, including accounts payable, accounts receivable, and payroll for 12 employees on a bi-weekly basis.</p><p>• Prepare and analyze income statements, cash flow statements, and other financial reports to ensure accuracy and compliance with GAAP.</p><p>• Supervise month-end close procedures and ensure timely reporting of financial results.</p><p>• Monitor daily cash flow activities and provide strategic recommendations to optimize financial operations.</p><p>• Utilize advanced Excel functions, such as pivot tables and VLOOKUP, to analyze and manage complex datasets.</p><p>• Support the team by stepping into various roles during peak periods or employee absences.</p><p>• Drive improvements in accounting processes and systems, including ERP platforms such as Oracle or NetSuite.</p><p>• Ensure compliance with internal controls and auditing standards while maintaining accurate financial records.</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.
<p>Robert Half is seeking a Principal Cost Accountant for our client in the NW metro. This is a hybrid model and offers great growth opportunity with a very large organization. Manufacturing and operations experience is ideal with 6+ years of experience. Salary up to $125K plus bonus potential. If you are interested, please reach out to Rick Harrison on LinkedIn or call Rick at 612.888.9862. </p>
We are looking for an experienced Director of Accounting to lead and manage the financial operations of our organization in Minneapolis, Minnesota. This role is ideal for someone with a strong background in accounting, particularly within the non-profit sector, who is eager to make a meaningful impact. As a key member of the leadership team, you will oversee financial reporting, compliance, and strategic planning, ensuring the organization's financial health and sustainability.<br><br>Responsibilities:<br>• Provide strategic leadership to the accounting department, ensuring compliance with nonprofit accounting principles and regulations.<br>• Oversee general ledger activities, including journal entries, month-end and year-end closings, account reconciliations, and bank reconciliations.<br>• Manage subsidiary ledgers for pledges and grants, ensuring accuracy and alignment with the general ledger.<br>• Coordinate accounts payable reviews, distributions, and reporting processes.<br>• Consolidate foundation accounting information into general ledger and detailed fund worksheets.<br>• Plan and execute annual audits, including preparing confirmations, audit workpapers, and reviewing consolidated financial statements.<br>• Oversee tax preparation tasks, including planning, creating tax workpapers, and reviewing tax returns.<br>• Handle donor-related activities such as selling stock gifts, maintaining records, and addressing donor inquiries promptly.<br>• Prepare and present quarterly and annual financial reports, including variance analyses and consolidated statements for external stakeholders.<br>• Collaborate on special projects as needed to support organizational goals and leadership initiatives.
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.
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 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 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.
