Tax Associate

DSB Rock Island Wealth Management, LLC; Mendota Heights (MN); On-site; USD 55,000 - 70,000; Full time

Job summary

DSB Rock Island Wealth Management, LLC seeks a Tax Associate in Mendota Heights, MN. In this role, you'll prepare individual and trust tax returns while supporting clients through the tax compliance process. This position is ideal for those looking to grow their accounting careers in a supportive and professional environment.

The firm is committed to continuous learning and exceptional client service. A Bachelor’s degree in Accounting is required, with 0-3 years of related experience preferred. Join a team focused on collaboration and client-focused service.

Qualifications

• Bachelor’s degree in Accounting or a related field required.
• 0-3 years of public accounting, client accounting, or related experience preferred.
• Experience working directly with clients preferred.

Responsibilities

• Prepare individual and trust income tax returns to meet client expectations.
• Assist with tax return extensions and estimated tax payment calculations.
• Communicate professionally with clients regarding tax-related inquiries.

Skills

Strong desire to learn and grow

Strong communication skills

Attention to detail

Ability to manage multiple responsibilities

Education

Bachelor’s degree in Accounting or a related field

CPA license or CPA eligibility

Job description

Build your tax career with a Top 25 Twin Cities CPA firm where learning, collaboration, and client service go hand in hand.

DSB Rock Island is seeking a Tax Associate to join our growing tax team. In this role, you'll work alongside experienced professionals while supporting tax compliance and planning services for individuals and trusts. This is an excellent opportunity for someone early in their public accounting career who is eager to develop technical tax knowledge, strengthen client relationships, and gain hands‑on experience in a collaborative, growth‑focused environment.

What You’ll Do

As a Tax Associate, you will assist with the preparation of individual and trust tax returns while supporting clients and team members throughout the tax compliance process. You'll gain exposure to a variety of tax engagements, participate in ongoing professional development, and work with industry‑leading technology in a paperless environment.

• Prepare individual and trust income tax returns to meet client expectations and filing deadlines
• Assist with tax return extensions and estimated tax payment calculations
• Generate federal and state estimated tax payment documentation for clients
• Participate in tax training and professional development opportunities to expand technical knowledge
• Communicate professionally with clients, advisors, and team members regarding tax‑related inquiries
• Utilize industry‑leading tax software and technology solutions in a paperless environment
• Support special projects and other accounting and tax‑related assignments as needed
• Prioritize multiple responsibilities and meet deadlines in a fast‑paced environment

This role provides a strong foundation for building a successful career in public accounting while working with a team committed to continuous learning, exceptional client service, and professional growth.

What We’re Looking For

• Strong desire to learn, grow, and build a long‑term career in public accounting
• Willingness to ask thoughtful questions, seek feedback, and continuously improve
• Strong communication skills and the ability to collaborate effectively with clients and team members
• Attention to detail and commitment to producing accurate, high‑quality work
• Ability to manage multiple responsibilities and meet deadlines in a fast‑paced environment
• Positive attitude, strong work ethic, and a commitment to exceptional client service

Education & Experience

• Bachelor’s degree in Accounting or a related field required
• CPA license or CPA eligibility preferred
• 0-3 years of public accounting, client accounting, or related experience preferred
• Experience working directly with clients preferred

Salary Range

$55,000 to $70,000 (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.