RESAN PARTNERS, LLC

Staff Accountant

Minneapolis, MN

Resan Partners is the family office for George Hicks and Marcia Page, Co-Founders and Executive Chairs of Värde Partners. Marcia is also the Founder and Chief Executive Officer of MPowered Capital.

The Resan team provides a wide range of advisory services to meet the unique and ever-changing needs of the families that it serves. This includes strategic advice and custom-tailored solutions in the areas of estate planning, tax strategy, financial and investment planning, legal and governance, liquidity planning, and lifestyle services.

We believe that incorporating varied perspectives, experiences and backgrounds leads to better decisions and, ultimately, more value for our employees and clients. We are intentional about creating a consciously inclusive environment by fostering an open and innovative ecosystem in which our employees are encouraged to bring their ideas to life. We consistently align our actions with our commitments, and we hold ourselves to high standards in everything we do.

Our employees are rewarded for their contributions, especially their passion, expertise, and ideas. The work environment at Resan is fast-paced and challenging, and all employees are empowered to contribute to the success of the firm, and by extension to Värde Partners and to MPowered Capital.

Opportunity

Resan Partners is looking for a motivated individual with a background in Accounting and Tax, including experience serving High Net Worth Individuals and/or Business Owners. The successful applicant will have the opportunity to:

• Work in a fast-paced environment that serves a highly entrepreneurial client base
• Interact with principals, investment professionals, and business professionals.
• Participate in an environment that prides itself on integrity and professionalism and rewards independent thinking, strong business judgement and the ability to bring tasks to completion in a timely manner.

Summary of Responsibilities

• Work closely with Resan team to provide efficient service delivery and responsiveness to clients.
• Manage tax and accounting processes across client base (individuals, partnerships, trusts) and the Resan business unit (e.g. monitor tax deadlines, prepare P&L and balance sheet statements, prepare 1099s, etc.)
• Identify and resolve tax and other financial planning questions, including performing research and analysis as needed.
• Assist with collection and review of annual tax documentation for all clients, including the tracking of charitable contributions, deductible interest, Schedule C income and expenses, etc.
• Prepare quarterly portfolio review materials and maintain Resan’s internal CRM system. Includes working through detailed reporting, for import into the CRM and for preparation of deliverables.
• Responsible for organizing and maintaining all client records, to ensure that administrative tasks for entities are monitored and completed (e.g. annual business renewals, invoice payments, etc.).
• Administer the treasury management function for client entities and the Resan business unit (e.g. incoming/outgoing wires, confirmation of banking instructions, etc.)
• Review and coordinate property and casualty insurance renewals, including payment of premiums and ongoing assessment of coverage limits
• Assist in liaising with external advisor relationships: tax preparers, trust and estate attorneys, bankers, investment advisors, insurance brokers, etc.
• Perform ad hoc duties as requested, with a no task too big or too small mindset.
• Ability to work in-office 3 days per week.

Qualifications

• 3-5 years of combined public accounting and/or financial services industry experience
• Bachelor’s Degree in Accounting, Finance or related discipline required, CPA certification a plus
• Strong analytical and critical thinking skills and ability to understand complex financial information
• Experience with individual, trust, and entity taxation preferred
• Effective time management and organizational skills, and the ability to work under pressure to meet tight deadlines and to manage multiple priorities
• Excellent computer skills using MS Office Suite
• Personal characteristics of self-confidence, resourcefulness, initiative, detail orientation, strong problem resolution skills, self-motivation, discipline, demonstrated ability to assume responsibility for decisions, and to deal effectively with people in a variety of relationships and situations
• All positions require core competencies of communication, leadership, ability to drive change and improve processes, innovative outlook and problem analysis
• The successful applicant for this position must be authorized to work in the United States without sponsorship