Tax Director

DUGGAN BERTSCH, LLC; Chicago (IL); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Unlimited PTO + paid holidays

Hybrid/remote flexibility

Medical, dental & vision coverage

401(k) with fully vested match after 1

Company-paid life & long-term disabled

HSA, HRA, and FSA options

Job summary

DB Tax & Accounting (DBTA) is seeking a Tax Director to lead UHNW tax compliance and planning, overseeing a team of professionals and driving complex engagements. You’ll shape tax strategies, manage client relationships, and stay current on federal, state, and international tax developments, with strong leadership opportunities in a collaborative, entrepreneurial firm.

Join a people-first culture that values growth, learning, and exposure to high-value client work, with hybrid/remote flexibility

Qualifications

• Bachelor’s degree in Accounting, Taxation, or related field.
• CPA required.
• Master’s in Taxation or JD/LLM preferred.
• 8+ years of tax experience, including leadership experience.
• Proven experience with ultra-high-net-worth clients.
• Deep expertise in federal, state, and international tax.
• Strong leadership and team development skills.
• High-level client relationship management skills.
• Experience with CCH and Microsoft Office Suite.

Responsibilities

• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance work environment.
• Partner with DBTA leadership on recruitment, training, and professional development of tax staff.
• Manage the preparation and review of tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities.
• Ensure compliance with federal, state, and international tax regulations.
• Develop and implement tax strategies that align with clients’ financial goals and mitigate tax liabilities.
• Build and maintain strong relationships with UHNW clients, understanding their unique financial situations and objectives.
• Provide expert advice on year-end planning, estate and gift tax planning, and captive insurance planning.
• Advise clients on tax implications of various financial decisions, including investments, business transactions, and estate planning.

Skills

Leadership

Team development

Client relationship mgmt

Strategic advisory

UHNW tax expertise

Tax planning

Education

Bachelor’s degree in Accounting, Taxation, or related field

CPA

Master’s in Taxation or JD/LLM

Tools

CCH

Microsoft Office Suite

Job description

Tax Director | 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:

• 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 Director

We are seeking a motivated and experienced Tax Director to join our growing team. In this role, you will be responsible for overseeing the firm’s tax compliance and planning services for our UHNW clients. This role includes leading a team of tax professionals, managing complex tax engagements, and providing strategic tax advisory services. The ideal candidate will have extensive experience in tax planning and compliance, particularly with UHNW clients.

What You’ll Do

Leadership and Management

• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance work environment
• Partner with DBTA leadership on recruitment, training, and professional development of tax staff

Tax Compliance and Planning

• Manage the preparation and review of tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities
• Ensure compliance with federal, state, and international tax regulations
• Develop and implement tax strategies that align with clients’ financial goals and mitigate tax liabilities

Client Engagement

• Build and maintain strong relationships with UHNW clients, understanding their unique financial situations and objectives
• Provide expert advice on year-end planning, estate and gift tax planning, and captive insurance planning
• Act as the primary point of contact for clients, addressing tax-related concerns and questions

Strategic Advisory

• Stay abreast of the latest tax laws and regulations, ensuring DBTA practices remain current and compliant
• Advise clients on the tax implications of various financial decisions, including investments, business transactions, and estate planning

Qualifications

• Bachelor’s degree in Accounting, Taxation, or a related field
• CPA required
• Master’s in Taxation or JD/LLM preferred
• 8+ 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
• High-level client relationship management skills
• Experience with CCH (preferred) and Microsoft Office Suite

Why DBTA?

We offer:

• Unlimited PTO + paid holidays
• Hybrid/remote flexibility
• Medical, dental & vision coverage
• 401(k) with a 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 $175,000 – $200,000 annually _

#DBTA