Tax Manager
$145k - $160kDUGGAN BERTSCH, LLC
Tax Manager
At DB Tax & Accounting (DBTA), we're not your traditional accounting firm—we're entrepreneurs, advisors, and problem-solvers. What sets us apart is simple:
- A people-first culture that invests deeply in your success
- An entrepreneurial environment where your ideas are valued
- A commitment to accelerated career growth and continuous learning
We serve an elite client base of ultra-high-net-worth and emerging-wealth individuals—including entrepreneurs, athletes, entertainers, and business owners—providing sophisticated, high-touch advisory services across: Trust, Corporate, Individual, Estate & Gift, Partnership, Private Foundation, Captive Insurance, and International Taxation If you're looking to do meaningful, complex work in a collaborative and forward-thinking firm—this is it.
The Opportunity: Tax Manager
We're looking for an experienced Tax Manager to lead complex tax engagements and serve as a trusted advisor to our UHNW clients. In this role, you'll:
- Own high-impact client relationships
- Lead and develop a growing team
- Partner directly with firm leadership
- Deliver strategic tax planning—not just compliance
What You'll Do
Lead & Develop Talent
- Mentor and coach tax professionals in a high-performance, team-first environment
- Partner with leadership on onboarding, training, and team development
- Foster a culture of accountability, collaboration, and growth
Own Complex Tax Engagements
- Review and manage sophisticated returns across individual, trust, partnership, corporate, and international structures
- Ensure compliance across federal, state, and global tax regulations
- Oversee multiple engagements while maintaining exceptional quality
Drive Strategic Tax Planning
- Design and implement tailored tax strategies aligned to client wealth goals
- Advise on estate, gift, and captive insurance planning strategies
- Proactively identify planning opportunities throughout the year
Be a Trusted Client Advisor
- Build strong, long-term relationships with UHNW clients
- Provide insight on complex financial decisions, investments, and transactions
- Deliver a proactive, concierge-level client experience
Partner on Firm Strategy
- Stay ahead of evolving tax laws and industry trends
- Advise firm leadership on technical and planning matters
- Contribute to the continued growth and innovation of DBTA
Qualifications
- Bachelor's degree in Accounting, Taxation, or related field
- CPA required
- 5+ years of tax experience, including leadership experience
- Proven experience working with ultra-high-net-worth clients
- Deep expertise in federal, state, and international tax
- Strong leadership and team development skills
- Ability to simplify and communicate complex tax concepts
- High-level client relationship management
- Experience with CCH (preferred) and Microsoft Office Suite
Why DBTA?
- Unlimited PTO + paid holidays
- Hybrid/remote flexibility
- Medical, dental & vision coverage
- 401(k) with fully vested match after 1 year
- Company-paid life & long-term disability insurance
- HSA, HRA, and FSA options
And most importantly:
- Direct access to Partners who invest in your growth
- A culture where your voice genuinely matters
- Exposure to complex, high-value client work
- Real opportunities to advance quickly
The salary range for this position is between $145,000 – $160,000 annually
Vacancy posted 2 days ago
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