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Employment

CPA and Entry Level Staff Accountant Hot CPA Job

Posted: Tuesday, August 09, 2022

Tax preparers

We are a growing CPA firm that is based in six different locations - Willmar, MN, Starbuck, MN, Melrose, MN, Paynesville, MN, St. Joseph, MN and Redwood Falls, MN.

Our firm is seeking a few highly motivated Tax Preparers to work in any one of our six locations. Must have 3-5 years of tax experience in the tax, accounting and consulting needs of individuals and businesses. We offer a competitive salary and benefits package. Please submit your cover letter, resume and references to Anfinson Thompson & Company, P.A., Attn: Tami Ruf-PO BOX 5 - Willmar, MN 56201 or email truf@anfinsonthompson.com.

Posted: Monday, August 01, 2022

Finance Director and Treasurer Bush Foundation

The Bush Foundation - Finance Director and Treasurer
Headquartered in St. Paul, Minnesota, the Bush Foundation was founded in 1953 by Archibald Granville Bush, an American businessman at 3M, and his wife, Edyth Bassler Bush. The Foundation was established to advance “scientific, educational and charitable purposes” and today supports a range of initiatives, including leadership development, community problem solving, Native nation building, student-centered learning and the arts. bushfoundation.org .

Ideal Candidate Profile
A strategic and experienced financial leader with a strong accounting and audit background, a belief in the power of philanthropy to transform communities and an appreciation for the importance of aligning the Foundation’s finance activities with the organization’s mission and programming. To learn more, please click here .

To Apply
The Bush Foundation has prepared a video recording to provide background, available after August 8, 2022, at https://www.bushfoundation.org/job-opportunities . Please send your resume to Heidi.Westlind@DoranLeadership.com up until September 12, 2022.

Posted: Monday, August 01, 2022

Industry Opportunity

Interested in a career as a financial executive in industry? Contact, Richard D. Ahern Consulting Services, LLC., 1084 Sunrise Dr., North Mankato, MN 56003. 507-382-8969 (voice and text), rdahern70@gmail.com.

Posted: Thursday, July 28, 2022

Controller

Mayville State University is now accepting applications for the position of Controller. This position has responsibility for the accuracy, integrity, oversight, compliance and maintenance of MSU financial records. Additionally, this position is responsible for analyzing and directing all functional related activities within the financial component of the PeopleSoft/Oracle system and supervision of the Business Office staff. If interested, please apply at https://www.mayvillestate.edu/about-msu/employment/.

Posted: Monday, July 25, 2022

Financial Planner

We are hiring a full-time Financial Planner to partner with our Wealth Managers to provide clients with timely, high-quality comprehensive financial planning advice.

They will prepare meeting materials, including tax and cash flow projections (with Holistiplan and MoneyGuidePro). They will review tax returns, summarize recommendations, help clients pursue strategies that optimize their tax situation, and keep wealth managers abreast of law changes.

This is an expert/technical position. It may lead to a technical career track of Financial Planner II, Sr. Financial Planner, Director of Financial Planning. Alternatively, they may pursue a Wealth Manager career track of Associate Wealth Manager, Wealth Manager, Senior Wealth Manager.

Abilities:

  • High initiative, drive, dedication, desire to learn.
  • Ability to interpret financial information and understand financial and economic terminology and concepts.
  • Excel, Word, Outlook skills. Tamarac, Salentica CRM, MoneyGuidePro experience preferred.
Education/experience:
  • 5+ years in financial planning industry.
  • Tax planning experience preferred.
  • Bachelor’s degree with 3.5+ GPA in financial planning, finance, economics, business, or accounting.
  • CFP Certification in process or obtained.
  • CPA or tax credential a plus.
  • Series 65 or Series 7 or willing to obtain Series 65.
Compensation/benefits:
  • Anticipated salary of $75,000-$90,000, based on experience.
  • Team bonuses.
  • Health insurance; HSA contribution.
  • Disability and life insurance.
  • 401(k) with immediately vested company contribution.
  • Workday flexibility.
  • Hybrid schedule possible after six months.
  • Tuition reimbursement for approved courses.
  • Company paid licensing and credentialing.
About us:

Laurel Wealth Planning is a fee-only, fiduciary firm specializing in women decision-makers and couples.

Sixty percent of clients invest with an ESG focus. We have had a growth rate over 25% the last three years, with a goal to triple AUM in eight years. This growth can offer our team members valuable career opportunity.

We keep a low team-member-to-client ratio to give high attention, truly know our clients, be proactive and communicate often. We are guided by our values, to which we publicly commit.

To apply, email Anne Ward, anne.ward@laurelwealthplanning.com.

For more information about job posting visit, https://laurelwealthplanning.com/careers/.

Posted: Wednesday, July 20, 2022

Join Our Team

We’re smart. We’re caring. We’re hiring a Tax Advisor and a Senior Tax Advisor.

Enjoy a hybrid work environment that promotes balance and proactive tax planning throughout the year. At Carlson Capital Management, tax colleagues work collaboratively with financial advisors to provide clients with a fully integrated wealth management experience. Learn more by reaching out to careers@carlsoncap.com or apply online, carlsoncap.com/careers.

Posted: Monday, July 11, 2022

Tax supervisor

Minnetonka CPA tax and consulting firm with $700K gross income and 700 clients, needs a CPA to supervise the review of returns, prepare business, personal, and estate/trust returns, and perform tax consulting/planning. Small office, casual environment, flexible hours, even work from home possibility. Report to only one owner, who will be retiring within three years. Current full-time staff is one non-CPA assistant and one office administrator.

Salary and benefits flexible to meet qualifications; salary range - $85,000-$130,000. This position has high upward potential.

To apply, email resume to dianne@paulstrot.com.

Posted: Thursday, June 30, 2022

CPA wanted

Foreman and Airhart is a middle-market CPA firm in Bloomington, MN. Our staff of 10 services clients in several states and across various industries. We are seeking a CPA or CPA candidate to join our firm and contribute to our growth. Contact Mark Foreman at mforeman@foremanairhart.com or 612-385-3362.

Posted: Wednesday, June 29, 2022

Tax Professional

PrairieView Partners, LLC, an established St. Paul-based “fee-only” financial planning and wealth management firm seeks a tax professional with 5+ years of experience who is also interested in personal financial planning. We are seeking a talented tax expert to use his or her tax knowledge as a basis to provide cross-disciplinary financial advice in a collaborative environment. We are a collegial 17-person firm serving over 350 interesting and successful clients with investment wealth in excess of $800 million. We have been located downtown since 2007. See our website at PrairieViewPartners.com for more information about this position. Submit your resume and letter of interest by email to PrairieViewHire@gmail.com.

Posted: Wednesday, June 01, 2022

Office Space

Edina office space available

Flexible office space available in Edina. If you are looking for an affordable private. co-working or virtual office in stylish, locally-owned executive suites with full amenities, we'd love to share our space. Learn more at www.collaborativeallianceinc.com or email ron@ousky.com.

Posted: Wednesday, June 29, 2022

Practice for Sale/Wanted

FOR SALE: Three metro accounting and tax practices

Revenue ranges from $135K to $665K. Sellers retiring. Call Peggy Scheeler, 612 270-3235, Opportunities in Business.

Posted: Wednesday, July 27, 2022

Selling your Practice?

Owners of CPA and tax practices! If you prefer cash at closing rather than future earnouts in the sale of your business then we should talk. Sunbelt Business Advisors generates buyers that pay market-based sale prices AND pay cash at closing. Multiple buyers put you, the Seller, in a position of strength while Sunbelt’s confidential and competitive process ensures a timely closing. 10 buyer leads guaranteed in the first 90 days or cancel at no cost. Eleven Minnesota practices sold and closed since January 2021 Contact Dan Mulvaney, CPA, Inactive at dan@mulvaneysun.com or 612-860-0047 for a confidential discussion.

Posted: Wednesday, June 01, 2022

Wanted: accounting practice

Established expanding CPA firm specializing in small business accounting, payroll and taxes is looking to acquire accounting and tax practices in the metro area. Currently have 4 metro locations and a Rochester location. Have done many successful mergers/acquisitions. Please call Gary Haworth at 952-484-4343 or email ghaworth@haworthco.com.

Posted: Sunday, May 01, 2022

Volunteer Opportunities

Minnesota Trauma Recovery Institute seeks board member with financial background

Minnesota Trauma Recovery Institute (MN-TRI) is dedicated to building systemic capacity to heal traumatic stress experienced by people involved in the criminal justice system. Many families experience a recursive cycle of trauma, addiction, and criminal justice involvement. Interrupting these cycles requires healing the legacy of trauma and supporting systems of care that transform social structures to promote well-being.

Our vision: Heal the legacy of traumatic stress in families involved in the criminal justice system.

Our mission: To strengthen families involved in the criminal justice system by:
● Providing high quality systemic therapeutic services to individuals and families healing from traumatic stress and addiction.
● Providing training and education to equip systems of care to interrupt the cycle of trauma, addiction, and criminal justice involvement.
● Researching best practices for healing traumatic stress and addiction using applied, community-based research strategies.

Our values: Rooted in social and racial justice, we strive to embody fairness, collaboration, sustainability, competence and growth in human potential.

MN-TRI is seeking passionate, energetic, individuals to share our vision and mission. Experience with finance, development and/or personal life experience with criminal justice, recovery and/or mental health systems is preferred, but not required.

Some responsibilities of a board member include:

• Collaborative strategic planning for how MN-TRI will carry out its mission while maintaining financial stability
• Establishing policies for effective management of the organization
• Serving as an advocate and ambassador for MN-TRI
• Supervising and supporting the executive director
• Attending monthly board meetings and appropriate committee meetings
• Actively serve on at least one committee. Current committees: Governance, Finance, Fundraising

This board is made up of volunteers. No position on the board is paid.

If this opportunity resonates with you, please contact me.

Terri Karis, MN-TRI board member
karist@uwstout.edu
612.718.5113

Posted: Friday, July 22, 2022

MN AmeriCorps Program Seeking Member Tax Advice

MN AmeriCorps is looking into some options to increase our AmeriCorps member benefits. As we consider different options, one thing we'd like to consider is the potential tax implications (i.e. pushing members into a higher tax bracket) of adding additional compensation like a rent stipend. We're looking for someone to take a look at the numbers and advise us around this as we work to make decisions about additional benefits in the next couple weeks. Please email Emily Anderson at eanderson@mnyouth.net if you are available!

Posted: Friday, July 22, 2022

Volunteers needed for consultations with arts orgs and artists

Artists face a unique array of financial, bookkeeping and accounting challenges. Springboard for the Arts has helped artists and creative organizations with professional development for thirty years, by providing educational resources and connecting artists with financial professionals who specialize in working with individual artists, small businesses and nonprofits, through clinics, workshops, consultations, educational cohorts and one-on-one technical assistance. We are looking for volunteer accountants and bookkeepers across Minnesota to join our roster. Please be in touch at legal@springboardforthearts.org to learn more!

Posted: Wednesday, July 20, 2022

Use your financial skills to help preserve affordable housing

CommonBond Communities is recruiting professionals with finance backgrounds, interested in learning more about affordable housing, to join our Community Advisory Boards. CommonBond is one of the largest affordable housing organizations in the state. Our mission to build stable homes, strong futures, and vibrant communities is important now more than ever.

Community Advisory Board members help to advance the goal of creating and sustaining homes for all. Board meetings are a unique opportunity to connect with CommonBond staff, residents, and other community members to learn firsthand about the successes and challenges our housing communities are facing.

As a board member, you will review the financial audit for a housing community and attend the annual meeting. The enrollment process consists of an application and phone interview.

Commitment is to a two-year term with additional volunteer opportunities available.

To learn more, visit our website or email volunteer@commonbond.org.

Posted: Wednesday, May 18, 2022

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