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Tax Manager

DUGGAN BERTSCH, LLC
Posted 3 months ago, valid for 16 days
Location

Chicago, IL 60678, US

Salary

$145,000 - $160,000 per year

Contract type

Full Time

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Sonic Summary

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  • DB Tax & Accounting (DBTA) is seeking an experienced Tax Manager to lead complex tax engagements for ultra-high-net-worth clients.
  • Candidates should have a minimum of 5 years of tax experience and a CPA certification, along with strong leadership and team development skills.
  • The role involves mentoring staff, managing sophisticated returns, and driving strategic tax planning while ensuring compliance with tax regulations.
  • The position offers a salary range of $145,000 to $160,000 annually, along with benefits such as unlimited PTO and hybrid work flexibility.
  • DBTA promotes a people-first culture and provides opportunities for accelerated career growth and direct access to firm leadership.
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



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