Tax Manager

DUGGAN BERTSCH, LLC

Chicago, IL

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JOB DETAILS

JOB TYPE

Full-time

SKILLS

Accounting, Certified Public Accountant (CPA), Channel Strategies, Coaching, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Disability Insurance, Entrepreneurship, Flexible Spending Accounts, High Net Worth, Industry/Trade Analysis, Insurance, International Tax, Leadership, Maintain Compliance, Mentoring, Microsoft Office, Onboarding, Problem Solving Skills, Quality Management, State Tax, Strategic Planning, Talent Management, Tax Accounting, Tax Planning, Tax Regulations, Team Building, Team Player

LOCATION

Chicago, IL

POSTED

1 day ago

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

This is a high-visibility position with real influence, offering a clear path for continued advancement.

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

About the Company

DUGGAN BERTSCH, LLC

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Tax Manager

DUGGAN BERTSCH, LLC

Chicago, IL

About the Company

DUGGAN BERTSCH, LLC

Resume Resources

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