Reports to: Board of Directors

Location: Golden Valley Headquarters

Summary

The CEO of Our Client holds an important leadership role within the their group of companies.  In this capacity you will have oversight of several key critical areas of the entire organization.  Working to support and help the heads of each of the company’s eight business units to grow their individual companies, you will ensure that our client provides the shared resources the business units require in a timely and affordable manner.  Assisting you in this effort will be a support team of accounting, marketing, and human resource staff.

The CEO is responsible for overseeing and enhancing the group of companies’ cash flow while ensuring the organization is in compliance in all financial and legal areas.  You will deliver the proper strategic direction as well as create a vision for success for the management services organization. To thrive in this role, you must be a prudent manager and an inspiring leader. The ideal candidate will have a business mindset, superior financial management skills, and will be able to see the “big picture” in a variety of settings.  In addition, you will have experience with, and a passion for closely-held businesses.

Essential Functions

  • Leadership
    • Oversight of Business Unit Leadership
    • Interacting with owners
    • Business units’ vision, mission & values
    • Growth, profit, and risk optimization
  •  Accounting/Financial
    • Profit Sharing Trust
    • Financial planning, capital and operating budgets
    • Banking relationships
    • Outside audit and auditors
    • Accounting Department management
    • Facilities Management
  • Human Resources
    • Medical Benefits Plan
    • Wage and incentive compensation and administration
    • Social responsibility
    • Employee engagement, development, and leadership planning
  • Legal
    • Legal affairs
    • Real estate partnerships
    • Corporate Secretary duties
  • IT
    • Information Technology
    • Monitoring RRAMAC

Core Competencies

  • Financial governance, budgeting, cash management
  • Decision Making
  • Risk Management
  • Planning
  • Communication/Building effective relationships
  • Customer focus, (Internal & External)

Traits

  • Flexibility
  • Honesty
  • Adaptability to the situation
  • Encourages initiative
  • Value driven decision-making
  • Delegating
  • Integrity
  • Leadership by example

Responsibilities

  • Develop high quality business strategies and plans ensuring their alignment with short-term and long-term objectives
  • Lead and motivate subordinates to advance employee engagement
  • Oversee all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission
  • Make high-quality investing decisions to advance the business and increase profits
  • Enforce adherence to legal guidelines and in-house policies to maintain the company’s legality and business ethics
  • Review financial and non-financial reports to devise solutions or improvements
  • Build trust relations with key partners and stakeholders and act as a point of contact for important shareholders
  • Analyze problematic situations and occurrences and provide solutions to ensure company survival and growth
  • Maintain a deep knowledge of the markets and industry of the company

Skills/Experience

  • Proven experience as CEO, CFO, or in a CPA or financial leadership position
  • Experience in developing profitable strategies and implementing vision
  • Strong understanding of corporate finance and performance management principles
  • Familiarity with diverse business functions such as marketing, PR, finance, IT, etc.
  • In-depth knowledge of corporate governance and general management best practices
  • An entrepreneurial mindset with outstanding organizational and leadership skills
  • Analytical abilities and problem-solving skills
  • Excellent communication and public speaking skills
  • MSc/MA in business administration or CPA

 

For more information, or to submit your Resume/CV in confidence, contact David Dodge, CPC,  dldodge@headwaterssearch.com

We have been retained by a local CPA firm to identify experienced Business Tax Managers to join their leadership team.

As a Tax Manager you will play an important role in both delivering exceptional services to clients, as well as helping develop and mentor internal professional staff.  Our client firm offers team members access to state of the art technology, the finest research tools, and fun, friendly and collaborative cultures.  They are ranked in the top twenty in the Twin Cities and provide great career opportunities for highly experienced tax professionals.

PRIMARY RESPONSIBILITIES

  • Responsible for supervising staff to achieve project profitability, building teams, and developing individuals.
  • Identifies and implements tax planning and consulting opportunities
  • Reviews complex tax returns for small to medium sized business, high net worth individuals, trusts & estates, and foundations
  • Manages client tax relationships and reviews client tax calculations
  • Supervises and develops staff
  • Manages, directs and monitors multiple client engagements as well as serves as a business advisor to clients
  • Identifies and assists with implementation of tax planning and tax savings strategies
  • Researches and consults on complex tax matters
  • Develops and owns client relationships with a variety of clients in various industries
  • Manages multiple teams and provides performance feedback to all members of those teams
  • Anticipates and addresses client concerns and resolves problems as they arise
  • Promotes new ideas and business solutions that result in extended services to existing clients
  • Keeps abreast of latest developments and the firm’s standards and policies
  • Keeps abreast of industry developments and their effects on client’s competitive position
  • Communicates effectively with clients
  • Communicates with engagement leaders regarding open items or other important matters in a timely manner
  • Works within budgets and deadlines

EDUCATION AND WORK EXPERIENCE

  • BS in Accounting required, Masters in Taxation or other advanced degree is a plus
  • Certified Public Accountant (CPA) or Enrolled Agent (EA) required
  • Minimum of six (6) years of progressive experience in public accounting or corporate/public blend

KNOWLEDGE AND SKILLS

  • Work independently and take initiative, anticipating and resolving problems
  • Consolidated C-Corp, partnership, S-Corp, Individual and multi-state experience
  • Ability to develop strong client relationships
  • Possess effective writing, communication and tax research skills
  • Ability to mentor and develop staff
  • Ability to work on multiple projects and meet deadlines
  • Ability to establish and maintain effective working relationships with co-workers and clients
  • Proficient with technology
  • Interest in generating new revenue

BENEFITS

  • Rapid career track potential
  • Competitive salary and bonus plan
  • Generous PTO and healthcare benefits
  • 401(K) with company match
  • Office locations in Minneapolis Suburbs

Our Client is an Equal Opportunity Employer