Tax Client Coordinator

DSB Rock Island

  • Mendota Heights, MN
  • Today
  • $24–$29 Per Hour

Highlights

If you’re detail-oriented, enjoy client communication, and thrive in an organized, fast-paced environment—this role is a great fit. We give clear direction, provide the right tools, communicate openly, meet with you quarterly, and recognize your contributions.

Numbers & Facts

LocationMendota Heights, MN
Salary$24–$29 Per Hour

Description

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
  • Modern workflows + strong training
  • 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

How We Lead (EOS®)

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.

DSBRI is an equal opportunity employer.

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