Tax Manager

DUGGAN BERTSCH, LLC; United States; Sur place; USD 145 000 - 160 000; Plein temps

Avantages offerts par ce poste

Unlimited PTO

Hybrid/remote flexibility

Health coverage

401(k) match

Life insurance

Disability insurance

HSA/HRA/FSA

Résumé du poste

DB Tax & Accounting (DBTA) is seeking a Tax Manager to lead complex engagements for UHNW clients, delivering strategic tax planning beyond compliance.

You will own high-impact client relationships, build and mentor a growing team, and partner with firm leadership to shape our tax advisory services. This role offers hybrid/remote flexibility and opportunities to work with an elite client base.

Qualifications

• Bachelor’s degree in Accounting, Taxation, or related field.
• CPA required.
• 5+ years of tax experience with leadership.
• Experience with ultra-high-net-worth clients.
• Strong knowledge of federal, state, and international tax.
• Proven leadership and team development skills.
• Excellent client relationship management.
• Ability to simplify complex tax concepts.

Responsabilités

• Own high-impact client relationships.
• Lead and develop a growing tax team.
• Partner with firm leadership on strategy.
• Deliver strategic tax planning, not just compliance.
• Review and manage complex returns across multiple structures.
• Ensure compliance with federal, state, and international tax regulations.
• Stay ahead of evolving tax laws and industry trends.

Connaissances

Leadership

Tax planning

Communication

Client relations

Team development

Strategic advising

CCH knowledge

Microsoft Office

Formation

Bachelor’s degree in Accounting/Taxation

CPA certification

Outils

CCH

Microsoft Office

Description du poste

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:

• 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?

We offer:

• 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 #DBTA