At Shire, we are proud and grateful to employ military veterans and thank them for their contributions to our company and our country. See where your military experience can play a role at Shire by using our military skills translator job search tool below:
Description
We're hiring a Staff Accountant for a wealth management firm in the Twin Cities. We need someone with accounting and tax experience, particularly with High-Net-Worth Individuals and/or Business Owners.
The successful candidate will:
Work in a dynamic environment serving entrepreneurial clients.
Interact with principals, investment and business professionals.
Embody integrity, professionalism, independent thinking, strong business judgment, and timely task completion.
Responsibilities include:
Providing efficient service and responsiveness to clients
Managing tax and accounting processes for individuals, partnerships, trusts, and the business unit
Resolving tax and financial planning queries, including research and analysis
Assisting with annual tax documentation collection and review for clients
Preparing portfolio review materials and maintaining internal CRM system
Organizing and maintaining client records, overseeing administrative tasks for entities
Administering treasury management for client entities and the business unit
Reviewing and coordinating property and casualty insurance renewals
Liaising with external advisor relationships
Performing ad hoc duties as requested
Working in-office 3 days per week
If you are interested in joining this top quality firm please message Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided below. REF # 02310-0012833543
Requirements
2+ years of recent and relevant accounting experience
Be detailed, flexible, and organized
Mature organizational, written and verbal communication skills
Working knowledge of spreadsheets and databases
Top notch analytical, quantitative and social skills
Commitment and abilities to meet critical business deadlines
Competent with spreadsheets and databases
Self-starter with efficient time management and organizational skills
Practical knowledge of Critical Thinking
Knowledge of Partnership Tax Returns
Proven knowledge of trust and estate taxes
Experience with research and planning taxes
Family Office experience
Well-founded grasp of General Accounting
General familiarity with analytics
Individual tax experience preferred
tax experience
BA/BS or equivalent in Accounting, Finance or Economics
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .