Senior Tax Associate

DSB Rock Island Wealth Management, LLC; Mendota Heights (MN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

DSB Rock Island Wealth Management, LLC in Mendota Heights, MN, is seeking a Senior Tax Associate to join its tax team. In a client-facing role, you’ll advise high-net-worth individuals, private businesses, and investment entities while mentoring the next generation of tax professionals.

Expect leadership in complex returns, proactive planning, and strong client relationships as you contribute to quality, timelines, and profitable engagements.

Qualifications

• Bachelor’s degree in Accounting; Master’s in Taxation preferred.
• CPA or EA preferred.
• 3+ years of tax experience reviewing complex returns for high-net-worth clients, investment entities, and privately held businesses

Responsibilities

• Provide tax compliance and advisory services to high-net-worth individuals, families, private businesses, and investment entities.
• Review complex individual, partnership, S-corporation, C-corporation, and multi-state tax returns.
• Manage client engagements, ensuring quality, timelines, risk management, and profitability.
• Deliver proactive tax planning and insights to clients.
• Build strong internal and external client relationships.
• Stay current on tax law changes and serve as a resource to the team.
• Participate in training, CPE, and firmwide development initiatives.
• Lead, coach, and mentor staff to support their growth and alignment with DSBRI’s values

Skills

Leadership

Relationship-building

Project management

Education

Bachelor’s degree in Accounting

Master’s in Taxation

Job description

Advance your tax career with a Top 25 Twin Cities firm that invests in your growth, values your expertise, and supports real work–life balance.

DSB Rock Island (DSBRI) is hiring a Senior Tax Associate to join our high-performing Tax team. In this client-facing role, you’ll leverage your technical expertise to advise high-net-worth individuals, private businesses, and investment entities—while mentoring the next generation of tax professionals.

What You'll Do

• Provide tax compliance and advisory services to high-net-worth individuals, families, private businesses, and investment entities
• Review complex individual, partnership, S-corporation, C-corporation, and multi-state tax returns
• Manage client engagements, ensuring quality, timelines, risk management, and profitability
• Deliver proactive tax planning and insights to clients
• Build strong internal and external client relationships
• Stay current on tax law changes and serve as a resource to the team
• Participate in training, CPE, and firmwide development initiatives
• Lead, coach, and mentor staff to support their growth and alignment with DSBRI’s values

What We’re Looking For

• Strong leadership, relationship-building, and project management skills
• Ability to manage multiple complex engagements with urgency and accuracy
• Collaborative, proactive, and committed to high-quality work

Education & Experience

• Bachelor’s degree in Accounting (Master’s in Taxation a plus)
• CPA or EA preferred
• 3+ years of tax experience reviewing complex returns for high-net-worth clients, investment entities, and privately held businesses
• Proficiency across individual, partnership, and corporate taxation

Salary Range

$70,000 to $90,000 (depends on experience, credentials, and qualifications)

How We Operate EOS®

Clear expectations. Ongoing support. Strong communication. Ownership and accountability. At DSB Rock Island, we believe people do their best work when they have the tools, direction, and encouragement to grow.

DSB Rock Island is an equal opportunity employer.