More jobs:
Tax Client Coordinator
Job in
Mendota Heights, Dakota County, Minnesota, USA
Listing for:
DSB Rock Island Wealth Management, LLC
Full Time
position
Listed on 2026-11-07
Job specializations:
-
Accounting
Tax Accountant, Accounting & Finance
Job Description & How to Apply Below
JOIN A TOP 25 TWIN CITIES CPA FIRM THAT TRULY INVESTS IN YOU!
DSB Rock Island is hiring a Tax Client 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 DSB Rock Island?
- Supportive, collaborative team
- Meaningful client interaction
- Clear processes rooted in EOS
- A culture built on integrity, mastery & service
What You’ll Do
- 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
- Prepare simple individual tax returns
- Follow up on missing information and support deadlines
- Assist with engagement letters, onboarding & client messaging
What We’re Looking For
- 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
- EA preferred
We give clear direction, provide the right tools, communicate openly, meet with you quarterly, and recognize your contributions.
Hourly Rate
$24.00 - $29.00 (depending on education and experience)
Apply today and grow your career where your work truly matters.
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