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Finance Manager/CPA
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The Well
Edina, MN (In Person)
$120,000 Salary, Full-Time
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Job Description
Job Description Finance Manager/CPA Position Title:
Finance Manager (CPA Required)Location:
Minneapolis, MN (Hybrid:
3 days in-office / 2 days remote; team-coordinated schedule)Compensation:
$100,000-$140,000 base + $5,000-$15,000 bonus (paid semi-annually) About the Opportunity We're hiring a Finance Manager on behalf of our client-a growing, fee-only wealth management firm based in Minneapolis . This is a newly created role consolidating key internal finance responsibilities that have historically been spread across partners and a non-equity leader. The Finance Manager will own internal accounting/finance operations and provide seasonal support to the firm's tax team during peak filing months. What You'll Do- Own day-to-day internal finance operations, including oversight of core accounting processes
- Manage and streamline AP/AR workflows and internal financial reporting needs
- Partner with leadership on finance-related planning, process improvements, and documentation
- Support tax-season work (Feb-Apr) by assisting with tax preparation support for a limited set of strategic clients
- Collaborate cross-functionally with operations and leadership to ensure finance workflows are accurate and scalable What They're Looking For
- CPA required
- 5+ years of relevant accounting/finance experience
- Strong preference for candidates with:
- Individual tax experience, and
- Small business bookkeeping/accounting exposure (not necessarily "big corporate")
- Organized, detail-oriented, and comfortable owning multiple workflows
- Interested in moving away from traditional public accounting intensity while still leveraging tax expertise seasonally Benefits Snapshot
- 401(k)
- Health insurance
- Disability insurance