Tax Associate Family Office

Dakota Tax Services

Dakota Tax Services is a boutique family office firm relocating to the South Coast. Our business is primarily made up of closely held businesses and high net worth individuals. The firm offers a highly personalized and tailored approach to tax counseling and estate planning.

Full Job Description

As this position has the potential for growth, we are looking for a candidate with at least 3 years of experience in this field, as well as the necessary professional qualifications.


  • Prepare and review federal and state tax returns for individuals, estate, trusts, partnerships and corporations
  • Assist with annual gift strategies and gift tax compliance
  • Create tax planning ideas and strategies for individuals and multi-state corporations and partnerships
  • Prepare and organize tax files and prepare projections
  • Research complex tax issues
  • Respond to IRS and state tax notices
  • Client correspondence


  • EA/CPA or CPA candidate
  • B.S.
  • Ability to handle multiple tasks simultaneously
  • Excellent verbal and written communication skills
  • Proficiency in QuickBooks Accounting Software
  • Ability to manage multiple projects and requests, attention to detail, and a strong work ethic
  • 3-7 years’ tax-focused public accounting experience preferred

Dakota Tax Services is committed to work/life balance and offers a comprehensive compensation and benefits package including:

  • 401k with Company Match
  • 12 Paid Holidays
  • Paid Vacation and Sick Time
  • 50-55 Hours per week busy season (mid-February – April 15)
  • No fall busy season PTO black out
  • Annual bonus program
  • Flexible hours outside of busy season
  • Pay: $55,000.00 – $80,000.00 per year


  • 401(k)
  • 401(k) matching
  • Flexible schedule
  • Paid time off


To apply for this job please visit

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