Tax Partner
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Overview
Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
Hybrid remote
Compensation
$210,000-$270,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
About DB Tax & Accounting (DBTA)What truly sets DBTA apart is our entrepreneurial culture, commitment to people, and focus on long-term professional growth. We are a team of highly skilled accounting professionals who value collaboration, curiosity, and continuous learning. At DBTA, your career trajectory is not limited—your ideas matter, your development is supported, and your success is celebrated.DBTA is a full-service accounting firm dedicated to serving the complex needs of Private Clients, including ultra-high-net-worth and emerging-wealth individuals—entrepreneurs, athletes, entertainers, and business owners. We handle a wide range of tax matters, including:Trust, Corporate, Individual, Estate & Gift, Captive Insurance, Partnership, Private Foundation, and International taxation.Job Summary: Tax PartnerDBTA is seeking an experienced and dynamic Tax Partner to join our leadership team. This is a key strategic role within the firm, focused on overseeing tax operations, guiding high-level 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 building relationships, mentoring professionals, and contributing to the firm’s long-term vision. This is an opportunity to join a rapidly growing firm where partnership is not symbolic — it is influential, collaborative, and entrepreneurial.ResponsibilitiesFirm Leadership
- Provide strategic leadership in the development and execution of the firm’s tax vision and overall business strategy.
- Collaborate with fellow Partners to drive firm growth, innovation, and operational excellence.
- Represent the firm in high-level client, community, and business engagements.
- Serve as a trusted advisor to UHNW clients, providing guidance on complex tax and wealth-planning matters.
- Oversee high-stakes engagements involving multi-entity structures, international taxation, estate planning, business transactions, and succession planning.
- Maintain and expand strong client relationships through proactive communication and high-touch service.
- Ensure the firm’s tax planning, compliance, and advisory practices consistently meet the highest professional standards.
- Stay informed on evolving tax laws and provide direction on firm-wide technical policies.
- Review and sign off on complex tax strategies, structures, and compliance deliverables.
- Mentor and develop tax professionals, fostering an environment of continuous learning and collaboration.
- Provide coaching, guidance, and leadership to Managers and Senior staff.
- Contribute to recruitment efforts to build a strong, diverse, high-performing team.
- Bachelor’s degree in Accounting, Taxation, or related field.
- CPA required.
- Minimum 12–15 years of progressive tax experience, with significant UHNW and Private Client expertise.
- Demonstrated leadership within a public accounting or advisory firm, including experience managing teams and complex engagements.
- Strong relationship-building skills and the ability to advise sophisticated clients.
- Entrepreneurial mindset with a desire to influence firm growth and direction.
- Expert-level knowledge of federal, state, and international tax law.
- Proven ability to develop and implement advanced tax strategies.
- Exceptional communication and interpersonal skills.
- Strong leadership and team-building capabilities.
- Ability to manage multiple high-level priorities in a fast-paced environment.
- Collaborative, entrepreneurial firm culture that values innovation and growth.
- Opportunity to shape the future of a rapidly expanding practice.
- High-caliber UHNW client base that creates rewarding and complex work.
- Strong 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.
- Dynamic and inclusive culture with ongoing professional development.
- Paid holidays and unlimited PTO.
- Hybrid work available.
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FAQs About Tax Partner Jobs at DUGGAN BERTSCH, LLC
What is the work location for this position at DUGGAN BERTSCH, LLC?
This job at DUGGAN BERTSCH, LLC is located in Chicago, IL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at DUGGAN BERTSCH, LLC?
Candidates can expect a pay range of $210,000 and $270,000 per year.
What employment applies to this position at DUGGAN BERTSCH, LLC?
DUGGAN BERTSCH, LLC lists this role as a Full-time position.
What experience level is required for this role at DUGGAN BERTSCH, LLC?
DUGGAN BERTSCH, LLC is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by DUGGAN BERTSCH, LLC for this role?
DUGGAN BERTSCH, LLC offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Paid Holidays, Flexible/Unlimited PTO, Career Development, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at DUGGAN BERTSCH, LLC?
You can apply for this role at DUGGAN BERTSCH, LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.