Tax Manager at DUGGAN BERTSCH, LLC – Chicago, Illinois

About DB Tax & Accounting (DBTA):
DBTA is a full-service accounting firm that specializes in the needs of the Private Client.  Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). The taxation practice of DBTA include preparation for the following tax returns:

Trust, Corporate, Individual, Estate & Gift, Captive Insurance, Partnership, Private Foundation, and International

We are a group of talented entrepreneurial accounting professionals who care about culture.

Job Summary:
We are seeking a motivated and experienced Tax Manager to join our growing team. In this role, you will be responsible for managing the firm’s tax compliance and planning services for our UHNW clients.  This role involves leading a team of tax professionals, managing complex tax engagements, and providing strategic tax advisory services.  The ideal candidate will have extensive experience in tax planning and compliance, particularly with UHNW clients.

Responsibilities:
Leadership and Management

• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance work environment.
• Work with DBTA Partners in recruitment, training, and professional development of tax staff.

Tax Compliance and Planning

• Manage the preparation and review of tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities.  
• Ensure compliance with federal, state, and international tax regulations.
• Implement tax strategies that align with clients’ financial goals and mitigate tax liabilities.  

Client Engagement

• Communicate with UHNW clients, understanding their unique financial situations and objectives.
• Provide advice on year-end planning, estate and gift tax planning, and captive insurance planning.

Strategic Advisory

• Stay abreast of the latest tax laws and regulations, ensuring DBTA practices are current and compliant.
• Advise DBTA Partners on tax implications of various financial decisions, including investments, business transactions, and estate planning.

Qualifications:
Bachelor's degree in accounting, taxation, or a related field; CPA required.
Minimum of 8 years of experience in tax planning and compliance, with at least 1 year in a leadership role serving UHNW clients. 
Skills:
In-depth knowledge of federal, state and international tax laws and regulations.
Proven ability to manage complex tax situations and provide strategic tax advice.
Strong leadership, communication, and interpersonal skills.
Proficient in Microsoft Office Suite (Word, Excel, Outlook).
Tax preparation software proficiency (CCH) a plus.

Benefits:

• Medical, Dental, and Vision insurance 
• Immediate participation in 401(k) and 100% vested match after 1 year of service  
• Company paid life and long-term disability insurance 
• HSA, HRA and Flex Spending Account options 
• Dynamic and diverse work environment 
• Opportunities for professional growth and development. 
• Paid holidays and unlimited PTO

The salary for this position is $145,000 - $160,000 annually

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