Tax Services Manager: Build High-Net-Worth Planning

Mncpa; Edina (MN); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Annual bonus

401(k) match

Health insurance

PTO

CPE and licensing renewals

In-office

Job summary

DSG Capital Advisors is expanding its in-house tax practice to offer clients a fully integrated multi-family office tax planning experience. We seek an experienced CPA to lead the tax services, build workflows, select technology, and grow the practice from the ground up.

You will oversee staff, manage client service standards, and deliver proactive tax planning for owners and high-net-worth families while maintaining a reasonable busy-season workload.

Qualifications

• Bachelor’s Degree in Accounting.
• Active CPA license.
• 7+ years of progressive tax compliance and planning experience in public accounting.
• Experience preparing and reviewing complex 1065, 1120-S, 1041 and high-net-worth 1040 returns with multi-state filings.
• Experience with trusts, estates and gift returns.
• Comfortable working directly with clients and coordinating with attorneys.

Responsibilities

• Lead the tax practice build, mentor staff, organize workflows and technology.
• Prepare, review, and sign complex returns (1040, 1065, 1120-S, 1041, trusts/gifts).
• Deliver year-round tax planning and structuring advice for business owners and high-net-worth families.
• Lead new client meetings to present tax services offering.
• Collaborate with estate attorneys on planning across investments and generations.
• Serve as primary tax contact building long-term client relationships.

Skills

Leadership

Mentorship

Client communication

Tax planning

Public accounting

Education

Bachelor’s Degree in Accounting

Job description

DSG Capital Advisors is expanding its in-house tax practice to offer clients a fully integrated multi-family office tax planning experience. We seek an experienced CPA to lead the tax services, build workflows, select technology, and grow the practice from the ground up.

You will oversee staff, manage client service standards, and deliver proactive tax planning for owners and high-net-worth families while maintaining a reasonable busy-season workload.