Tax Practice Leader (CPA) for High‑Net‑Worth Clients

DSG CAPITAL ADVISORS, LLC; Minneapolis (MN); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Annual bonus (growth-based)

401(k) match

Health/dental/vision coverage

PTO

CPE & licensing renewals

Job summary

DSG Capital Advisors, LLC is building an in-house tax practice in Minneapolis to deliver integrated multi-family office tax planning for high-net-worth clients. We seek an experienced CPA to lead the tax services as Manager, shaping workflows, choosing technology, and growing the practice while maintaining deep client relationships and coordinating with estate attorneys.

The role offers annual bonus tied to practice growth, full-time in-office work, and benefits including 401(k) match and

Qualifications

• Bachelor’s Degree in Accounting
• Active CPA license
• 7+ years of progressive tax compliance and planning experience in public accounting
• Proven expertise preparing and reviewing complex 1065, 1120-S, 1041, and high-net-worth 1040 returns with multistate filings
• Experience preparing and reviewing trust, estate and gift returns
• Comfortable working directly with clients and coordinating with attorneys and other advisors
• Experience with professional tax software and tax automation tools
• An entrepreneurial mindset and the desire to build something unique

Responsibilities

• Help build the tax practice from the ground up, including overseeing team members, providing mentorship, organizing workflows and technology, establishing client service standards
• Prepare, review, and sign complex individual (1040), partnership (1065), S corporation (1120-S), fiduciary (1041), gift (709) and estate (706) returns
• Deliver proactive, year-round tax planning and structuring advice to business owners and high-net-worth families
• Participate in new client meetings and calls to provide an overview of the tax services offering
• Collaborate with our team and clients' estate attorneys on planning that spans investments, entities, and multi-generations
• Serve as the primary tax contact for client families, building long-term relationships and trust
• Have a say in selecting and implementing tax software and automation tools
• Hire and lead support staff as the practice grows

Skills

CPA license

Public accounting

Tax planning

Client relationships

Mentorship

Education

Bachelor’s Degree in Accounting

Tools

Tax software

Automation tools

Job description

DSG Capital Advisors, LLC is building an in-house tax practice in Minneapolis to deliver integrated multi-family office tax planning for high-net-worth clients. We seek an experienced CPA to lead the tax services as Manager, shaping workflows, choosing technology, and growing the practice while maintaining deep client relationships and coordinating with estate attorneys.

The role offers annual bonus tied to practice growth, full-time in-office work, and benefits including 401(k) match and