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Tax Partner

Tax Partner

DUGGAN BERTSCH, LLCChicago, IL, United States
2 days ago
Job type
  • Full-time
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 Partner

DBTA 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.

Responsibilities

Firm 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.

Client Advisory & Relationship Management

  • 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.

    • Technical Expertise & Quality Oversight

  • 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.

    • Team Development & Culture Building

  • 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.

    • Qualifications

  • 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.

    • Skills

  • 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.

    • Why DBTA?

  • 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.

    • The salary range for this position is between $210,000 - $270,000 annually

    #DBTA

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