Finance Manager/CPA

The Well
Edina, MN

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

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