Tax Manager
$145k - $160kFull-time
DUGGAN BERTSCH, LLC
Tax Manager | DB Tax & Accounting (DBTA)
Who We Are
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:
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:
Lead & Develop Talent
#DBTA
Who We Are
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’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
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
- 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
- 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
- Build strong, long-term relationships with UHNW clients
- Provide insight on complex financial decisions, investments, and transactions
- Deliver a proactive, concierge-level client experience
- 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
- 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
- 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
- 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
#DBTA
Vacancy posted more than 2 months ago
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