Tax Manager at DUGGAN BERTSCH, LLC – Chicago, Illinois

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 Manager
DBTA is seeking a motivated and experienced Tax Manager to join our expanding team. In this role, you will manage tax compliance and planning engagements for our UHNW clients while leading and mentoring a team of tax professionals. The ideal candidate brings significant technical expertise, strong leadership capabilities, and a passion for providing strategic, high-touch service.

This is an opportunity to join a firm where your voice has impact, your career can accelerate quickly, and you will work closely with Partners who are truly invested in your growth.

Responsibilities
Leadership & Management

• Lead, coach, and mentor a team of tax professionals in a supportive, high-performance environment.
• Collaborate with DBTA Partners on recruitment, training, and ongoing professional development initiatives.

Tax Compliance & Planning

• Manage and review complex tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities.
• Ensure full compliance with federal, state, and international tax regulations.
• Develop and implement tax strategies aligned with clients’ personal and financial goals.

Client Engagement

• Build strong relationships with UHNW clients, understanding their unique financial situations.
• Provide insightful guidance on year-end planning, estate and gift strategies, and captive insurance planning.

Strategic Advisory

• Stay current on evolving tax laws and industry changes, ensuring DBTA delivers the highest standard of expertise.
• Advise Partners on the tax implications of investments, business deals, wealth planning, and major financial decisions.

Qualifications

• Bachelor’s degree in Accounting, Taxation, or related field.
• CPA required.
• Minimum 8 years of tax planning and compliance experience, including at least 1 year in a leadership role serving UHNW clients.

Skills

• Deep knowledge of federal, state, and international tax law.
• Demonstrated ability to manage complex tax matters and deliver strategic advice.
• Strong leadership, communication, and relationship-building skills.
• Proficiency in Microsoft Office Suite; experience with CCH preferred.

Why DBTA? The Benefits of Growing Your Career With Us

• 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, inclusive culture where your ideas and development truly matter.
• Significant opportunities for professional growth and continuous learning.
• A workplace that values balance, well-being, and long-term career success.
• Paid holidays and unlimited PTO.
• Hybrid/Remote work available.

The salary range for this position is between $145,000 – $160,000 annually
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