Tax Manager

2 weeks ago

St Paul, United States DSB Rock Island Full time

At DSB Rock Island, we believe that the essence of tax management goes beyond just numbers; it's deeply rooted in human connections. Our Tax Manager will forge direct partnerships with successful business magnates be it budding entrepreneurs, cherished family enterprises, or burgeoning companies. Our ethos underscores the significance of our bond with those we serve, creating a tapestry where numbers and narratives seamlessly intertwine.

With more than 70+years of experience and active involvement as a Top 25 Accounting firm in the Minneapolis/St. Paul business community, DSB Rock Island's team of financial professionals serve the needs of privately held businesses, their owners, management teams and shareholders in Minnesota and across the United States.

We cherish our team members and cultivate a supportive work environment. Our company operates on EOS (Entrepreneurial Operating System), promoting clear communication, effective delegation, and a culture of continuous improvement. As a member of our team, you'll have the opportunity to contribute to the firm's growth and success, benefit from professional development opportunities, and receive well-deserved recognition.

As a firm

  • We are TRUE to our word
  • We are COMMITTED to mastery
  • We seek first to SERVE

Position Overview:

Seeking a seasoned Tax Manager to anchor our elite tax team. As a linchpin of our tax operations, you will be tasked with guiding high-net-worth individuals and their esteemed enterprises. Your expertise will shape their financial landscapes, ensuring compliance while identifying growth opportunities.

Responsibilities

  • Deliver compliance and consultancy services to high-net-worth clients, their private businesses, and investment entities.
  • Conduct technical reviews of intricate tax returns spanning individual, partnership, S-corp, corp, and state categories.
  • Steer client engagements ensuring risk management, timely billing, and profitability.
  • Harness your entrepreneurial spirit to cultivate relationships, both internal and external.
  • Stay attuned to the shifting sands of the tax world, being a beacon of knowledge for the team.
  • Champion personal and team growth by actively participating in company-driven training, CPE courses, and mentorship initiatives.
  • Lead, guide, and mentor the future of DSB Rock Island, ensuring their growth aligns with our vision.

Qualifications

  • Proven track record in managing client portfolios, budgeting, correspondence, and billing.
  • Demonstrable leadership skills, client-centric approach, sense of urgency, and quality-driven mindset.
  • Proactive, analytical, and highly organized, fostering teamwork and collaboration.

Education | Experience

  • Bachelors degree in Accounting or a related field; a Masters in taxation is a plus.
  • CPA or EA designation is preferred.
  • 5+ years of seasoned experience in tax return review and strategic planning for affluent individuals, their kin, investment vehicles, and private enterprises. This encompasses proficiency in personal, partnership, and corporate taxation.

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