Tax Client Concierge — Individual Tax
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Finance & Banking
Tax Advisor, Accounting & Finance -
Accounting
Tax Advisor, Accounting & Finance
Job Description & How to Apply Below
DSB Rock Island Wealth Management, LLC in Minnesota 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.
Responsibilities include serving as the first point of contact for individual tax clients, collecting documents, organizing in CCH and internal systems, and preparing prep packages and simple returns.
Step into the Tax Client Concierge — Individual Tax Support role at DSB Rock Island Wealth Management, LLC in Mendota Heights, MN, United States and grow with us.
As a Tax Client Concierge — Individual Tax Support, you will play an important part at DSB Rock Island Wealth Management, LLC in Mendota Heights, MN, United States.
We invite applications for the Tax Client Concierge — Individual Tax Support position located in Mendota Heights, MN, United States.
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