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Prepare and review complex individual, partnership, multistate, corporate, and other tax returns; perform tax computations, workpapers, estimates, and year-end planning. Respond to tax authority notices, research technical issues, manage engagement workflows, coordinate client data, communicate with clients and firm leadership, identify tax planning opportunities, and supervise junior staff.

The Assurance Manager leads audit, review, compilation, and attestation engagements; develops plans, manages budgets and timelines, reviews financial statements and workpapers, resolves accounting issues, assesses risk, and ensures quality client service. The role builds client relationships, supports business development, and mentors engagement teams through coaching, delegation, and performance feedback. Work occurs in the office and at client locations across the Twin Cities Metro Area.

Performs audits, reviews, compilations, and attestation services; supports engagement planning, risk assessment, testing, financial statement preparation, and technical accounting research. Reviews associate work, monitors project progress, manages client communications, identifies process improvements, and supports staff development through coaching and supervision. Maintains engagement documentation, schedules, time reporting, and client records while staying current on accounting standards and professional requirements.

Lead audit, review, compilation, and attestation engagements; oversee planning, staffing, budgets, timelines, testing, workpaper and financial statement review. Research accounting issues, assess risks, advise clients, and ensure quality deliverables. Supervise, coach, and mentor associates and senior associates while collaborating with managers and partners. Maintain expertise in GAAP, auditing standards, accounting developments, and continuing education requirements.

Performs outsourced accounting activities for multiple clients, including reconciliations, accounts payable and receivable, payroll, inventory, accruals, fixed assets, tax filings, 1099s, and financial statements. Maintains accounting records, supports month-end and year-end close, ensures reporting compliance, identifies risks, explains processes to clients, and collaborates with internal teams on projects and deadlines.

The Senior Wealth Advisor delivers personalized financial guidance, manages client relationships, develops wealth strategies, and contributes to business growth through identifying client opportunities.

The Senior Financial Planner supports financial planning services by preparing client financial plans, managing relationships, and offering tailored recommendations while collaborating with advisors.

Lead tax compliance and planning for individuals, partnerships, and corporations: review returns and workpapers, research technical issues, manage year-end planning and quarterly estimates, respond to tax notices, supervise junior staff, and coordinate cross-departmental engagements and client communications.