Senior Financial Analyst

3 weeks ago


Minneapolis, Minnesota, United States Oakwood Capital Full time

About Oakwood Capital

A comprehensive financial solutions provider empowering individuals, families, and businesses with tailored advice and support.

We offer a holistic approach to financial planning, investment management, tax strategies, and insurance services designed to meet the unique needs of our clients.

For small to mid-sized businesses, we serve as a trusted advisor, delivering expert guidance in accounting, tax preparation, IRS audit, payroll, business formation, qualified retirement plans, financial reporting, and cash flow management.

Our team brings a wealth of knowledge and experience to each partnership, guiding clients toward financial security and lasting peace of mind.

At Oakwood Capital, we are committed to providing stability and confidence for our clients' financial futures.

About the Role

  • Ongoing opportunities for professional growth and advancement within a fast-growing organization
  • Negotiable salary based on experience and potential for career progression
  • Bonus potential tied to overall profitability and personal performance
  • Comprehensive benefits package, including health, dental, and eye care, life insurance, disability insurance, paid time off, and more
  • Eligibility for 401(k) with company match after 12 months
  • Flexible and semi-remote work schedule during off-tax season
  • Current openings in Fort Myers, Florida, and Minneapolis, Minnesota offices

Key Responsibilities

  • Reporting directly to the Senior Vice President of Accounting & Taxation
  • Building and maintaining relationships with corporate and individual clients
  • Preparing tax returns for individuals and corporations, ensuring accuracy and recommending tax-saving strategies
  • Providing financial reporting and bookkeeping services as needed
  • Corresponding with federal and state taxing authorities as required
  • Contribution to special projects driving organizational growth
  • Collaboration with wealth management financial advisors
  • Potential sponsorship for financial securities tests, leading to increased compensation

Requirements

  • Willingness to work in Fort Myers, Florida (33907), or Minneapolis, Minnesota office during tax season and client appointments; flexible hours and occasional remote work acceptable after April 30th
  • Highly motivated candidates with a desire to advance within the organization
  • College or advanced degree in accounting, preferably
  • Certified Public Accountant (CPA) or Enrolled Agent certification, or earned within the first year
  • Minimum two years of experience in accounting and taxation
  • Strong understanding of tax planning advice and ability to build trusted relationships
  • Proficiency in preparing tax returns for various entities
  • Ability to apply Generally Accepted Accounting Principles to financial statements
  • Professional demeanor, friendly, and ability to work well with others
  • Excellent written, verbal, and interpersonal skills
  • Self-motivated, detail-oriented, and organized individual
  • Ability to multitask and work in a fast-paced environment
  • Experience with Intuit QuickBooks Desktop and Online versions
  • Preferred experience with Intuit ProSeries and ProConnect
  • Proficiency in Microsoft 365, Adobe, and other business-related software


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