Tax Manager in Chicago, Illinois at DUGGAN BERTSCH, LLC

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
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