Danielle Lucia

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About Danielle

Danielle has spent 8+ years specializing in accounting and finance recruiting. Danielle strives to bring her clients success by partnering with them to fill their tough searches and assisting candidates in finding career-defining opportunities that meet their goals.

Open Positions

You'll manage a team of tax professionals, modernize processes and technology, implement new systems, and partner directly with financial advisors to deliver a more integrated, proactive tax planning experience. This role blends tax expertise, operational leadership, strategic planning, and business development, offering significant autonomy and visibility with leadership. It's an ideal opportunity for someone who enjoys building, influencing change, and creating lasting impact while helping shape a service offering that will continue to grow for years to come.

Want to learn more? Please apply to this job posting or reach out to Danielle Lucia directly at Danielle.Lucia@ambrion.com for a quick and confidential conversation!

Responsibilities:

• Lead tax season operations across nearly 1,000 client households
• Manage a team of tax professionals and oversee seasonal staff
• Evaluate current processes and implement long-term improvements
• Build scalable workflows, templates, and quality control processes
• Partner with financial advisors on year-round tax planning strategies
• Serve as a tax subject matter expert for complex client situations
• Establish pricing strategies, service tiers, and capacity planning models
• Support future business development and advisor education initiatives

Qualifications:

• Bachelor's degree in accounting, finance, or a related field
• 6+ years of experience preparing and reviewing complex individual tax returns
• CPA required
• Leadership experience managing teams or tax processes

Compensation and Benefits:

• Salary Range: $150,000–$180,000
• This role is also eligible for various benefits, including: Medical Insurance

Actual base salary will be determined based on an individual's experience, skills, education, certifications, credentials, special skills, accomplishments, and other factors relevant to the position.

Job Reference # 10139…

It's an excellent fit for someone who enjoys variety, wants to expand their skill set, and is excited by the opportunity to learn areas like cash flow forecasting, treasury operations, and tax while building strong cross-functional relationships throughout the business.

Want to learn more? Please apply to this job posting or reach out to Danielle Lucia directly at Danielle.Lucia@ambrion.com for a quick and confidential conversation!

Responsibilities:

• Monitor bank account balances across multiple entities, forecast cash needs, and ensure the organization has enough liquidity to pay bills, invest in growth initiatives, and meet financial obligations
• Execute wires, ACH transactions, and intercompany transfers while following established internal controls and approval processes
• Track loans, lines of credit, and debt schedules, monitor borrowing capacity, and help leadership understand the company's financial commitments
• Compare bank activity with accounting records, investigate discrepancies, and ensure all cash transactions are recorded accurately
• Administer online banking access, maintain fraud controls, assist with covenant reporting, and coordinate with banking partners as needed
• Work closely with external tax advisors to gather documentation, track filing deadlines, and ensure tax returns and filings are completed accurately and on time
• Support tax calculations, document book-to-tax differences, and help answer technical tax questions
• Prepare account reconciliations, assist with journal entries, and provide support during internal and external audits
• Identify opportunities to streamline treasury, tax, and accounting processes while strengthening controls and increasing efficiency
• Assist with legal entity management, acquisitions, integrations, and system implementations that help the company scale

Qualifications:

• Bachelor's degree in accounting, finance, or a related field
• 3+ years of accounting experience

Compensation and Benefits:

• Salary Range: $75,000–$95,000
• This role is also eligible for various benefits, including: Medical Insurance, Dental Insurance, Vision Insurance

Actual base salary will be determined based on an individual's experience, skills, education, certifications, credentials, special skills, accomplishments, and other factors relevant to the position.

This role is based in the Twin Cities. Applicants must currently reside in Minnesota or are planning to relocate to Minnesota in the near future.

Job Reference # 10138…

The accounting team is collaborative, approachable, and energetic, creating an environment where you'll have strong mentorship and the opportunity to learn quickly. With continued growth, leadership changes bringing fresh ideas, and ongoing investments across the organization, this role offers a clear path for future advancement.

It's an excellent fit for someone early in their career, whether coming from public accounting or industry, who is eager to develop specialized accounting expertise, gain exposure to large-scale capital projects, and build a long-term career with a stable, innovative organization. Beyond the work itself, employees enjoy a modern headquarters with exceptional amenities, a flexible hybrid schedule (four days in-office with remote Fridays), strong retirement benefits through both an ESOP and 401(k) match, and unique employee discounts across several well-known retail and restaurant brands.

Want to learn more? Please apply to this job posting or reach out to Danielle Lucia directly at Danielle.Lucia@ambrion.com for a quick and confidential conversation!

Responsibilities:

• Review capital spending requests to verify proper documentation and approvals
• Advise teams on basic capital versus expense accounting rules
• Design internal control workflows to protect company property and equipment
• Track open projects to ensure accurate fixed asset placement
• Work with project managers to monitor spending against active budgets
• Flag potential cost overruns before active projects exceed approved limits
• Match the fixed asset subledger to the general ledger monthly
• Post depreciation entries, asset transfers, and equipment retirements regularly
• Update monthly tracking schedules for fixed assets and lease accounts
• Coordinate property tax calculations, monthly accruals, and vendor payments
• Handle lease accounting adjustments according to current corporate compliance standards
• Gather audit-ready workpapers for internal and external accounting reviews

Qualifications:

• Bachelor's degree in accounting, finance, or a related field
• 2+ years of accounting (public or industry) experience

Compensation and Benefits:

• Salary Range: $65,000–$70,000
• This role is also eligible for various benefits, including: Medical Insurance

Actual base salary will be determined based on an individual's experience, skills, education, certifications, credentials, special skills, accomplishments, and other factors relevant to the position.

This role is based in the Twin Cities. Applicants must currently reside in Minnesota or are planning to relocate to Minnesota in the near future.

Job Reference # 10137…

This is a hands-on HR Manager role with real ownership across onboarding, benefits, and compliance for a workforce that includes both full-time staff and high-volume seasonal employees. This is a great fit for someone who enjoys being the operational backbone of HR and keeping everything running smoothly in a fast-moving, smaller company environment. You'll experience a unique mix of HR (70%) and office operations (30%), get exposure to ACA reporting, leave administration, and work with compliance items (certifications, licensing, seasonal eligibility tracking). This is an opportunity to partner closely with Operations leadership and have visibility across the business. Get autonomy, ownership, and a chance to have a voice and a seat at the table!

Want to learn more? Please apply to this job posting or reach out to Danielle Lucia directly at Danielle.Lucia@ambrion.com for a quick and confidential conversation!

Responsibilities:

• Support day-to-day HR operations across a large employee group
• Handle onboarding activities and organize required employment documents
• Manage employee data, records, and various compliance tasks
• Address escalated employee relations concerns professionally and discreetly
• Partner with leaders on corrective actions and documentation needs
• Assist with benefits administration and open enrollment activities
• Maintain consistent HR processes aligned with company policies
• Support managers in applying HR guidelines and procedures
• Help reinforce expectations around communication channels and escalation paths
• Participate in projects that strengthen culture and team effectiveness
• Collaborate with an external HR consultant on ongoing HR needs
• Provide guidance on HR questions while maintaining confidentiality
• Contribute to improving HR workflows and employee experience

Qualifications:

• 4+ years of HR experience in a generalist or similar role
• Ability to work independently with minimal daily oversight

Compensation and Benefits:

• Salary Range: $60,000–$100,000
• This role is also eligible for various benefits, including: Medical Insurance

Actual base salary will be determined based on an individual's experience, skills, education, certifications, credentials, special skills, accomplishments, and other factors relevant to the position.

This role is based in the Twin Cities. Applicants must currently reside in Minnesota or are planning to relocate to Minnesota in the near future.

Job Reference # 9824

What People Say "

"Danielle Lucia was an excellent guide during my recruitment process. I felt understood and supported throughout."

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