Tax Partner

Tax Partner

DBTA is seeking an experienced and dynamic Tax Partner to join our leadership team. This role is highly strategic, with responsibility for overseeing tax operations, leading complex client engagements, and shaping the continued growth of our Private Client practice.

The ideal candidate brings deep technical expertise, a strong UHNW advisory background, and a passion for relationship-building, mentorship, and firm leadership. This is an opportunity to join a rapidly growing firm where partnership is not symbolic—it is influential, collaborative, and entrepreneurial.

Key Responsibilities

Firm Leadership

• Provide strategic leadership in developing and executing the firm's tax vision and overall business strategy
• Partner with firm leadership to drive growth, innovation, and operational excellence
• Represent DBTA in high-level client, community, and industry engagements

Client Advisory & Relationship Management

• Serve as a trusted advisor to UHNW clients on complex tax and wealth planning matters
• Lead sophisticated engagements involving multi-entity structures, international taxation, estate planning, business transactions, and succession planning
• Build, maintain, and expand strong client relationships through proactive, high-touch service

Technical Expertise & Quality Oversight

• Ensure all tax planning, compliance, and advisory services meet the highest professional and ethical standards
• Stay current on evolving tax laws and guide firm-wide technical direction
• Review and approve complex tax strategies, structures, and compliance deliverables

Team Development & Culture

• Mentor and develop tax professionals, fostering a collaborative and growth-oriented environment
• Provide coaching and leadership to Managers and Senior staff
• Support recruiting efforts to attract and retain top talent

Qualifications

• Bachelor's degree in Accounting, Taxation, or related field
• Active CPA license required
• 12–15+ years of progressive tax experience, with significant focus on UHNW and Private Clients
• Proven leadership experience within a public accounting or advisory firm
• Demonstrated success managing complex engagements and leading high-performing teams
• Exceptional relationship management skills and ability to advise sophisticated clients
• Entrepreneurial mindset with a strong interest in firm growth and leadership

Core Skills

• Deep expertise in federal, state, and international tax law
• Strong ability to design and implement advanced tax strategies
• Excellent communication and interpersonal skills
• Proven leadership and team-building capabilities
• Ability to manage multiple high-level priorities in a fast-paced environment

Why DBTA?

• Collaborative, entrepreneurial culture that values innovation and growth
• Opportunity to shape the future of a rapidly expanding firm
• Exposure to a high-caliber UHNW client base and complex, rewarding work
• Comprehensive benefits package, including:
• Medical, Dental, and Vision insurance
• Immediate 401(k) participation with 100% vested match after 1 year
• Company-paid life and long-term disability insurance
• HSA, HRA, and FSA options
• Ongoing professional development and a dynamic, inclusive environment
• Paid holidays and unlimited PTO
• Hybrid/Remote work flexibility

The salary range for this position is $210,000 – $270,000 annually, commensurate with experience and qualifications.

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