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Tax Client Coordinator
Job in
Mendota Heights, Dakota County, Minnesota, USA
Listed on 2026-01-02
Listing for:
DSB Rock Island Wealth Management, LLC
Full Time
position Listed on 2026-01-02
Job specializations:
-
Accounting
Tax Accountant -
Finance & Banking
Tax Accountant
Job Description & How to Apply Below
Start your accounting career with a Top 25 Twin Cities firm that truly invests in you.
DSB Rock Island (DSBRI) is hiring a Tax Coordinator to support our individual tax practice. If you’re detail-oriented, enjoy client communication, and thrive in an organized, fast-paced environment—this role is a great fit.
Why DSBRI?- Supportive, collaborative team
- Meaningful client interaction
- Clear processes rooted in EOS®
- A culture built on integrity, mastery & service
- Serve as first point of contact for individual tax clients
- Request, collect & track client tax documents
- Organize, scan & upload documents in CCH and internal systems
- Assign returns to tax team and monitor progress
- Prepare complete “prep packages” for tax preparers
- Follow up on missing information and support deadlines
- Assist with engagement letters, onboarding & client messaging
- Associate’s or Bachelor’s in Accounting, Business, or related field
- 1–3 years administrative or accounting support experience
- Experience in public accounting or tax environment preferred
- Strong organization, accuracy & communication skills
We give clear direction, provide the right tools, communicate openly, meet with you quarterly, and recognize your contributions.
Apply today and grow your career where your work truly matters.
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