Tax Manager

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.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid time off
• Vision insurance

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

• Bachelor’s degree in Accounting or a related field; a Master’s 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.