Tax Partner

Salary :

$210,000 - 270,000 yearly

Company : Duggan Bertsch

Job Type : Full Time

Chicago, Il

Number of Applicants

000+

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Job Description - Tax Partner

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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About the Company

Duggan Bertsch

Our unique multi-disciplinary approach is essential to the comprehensive representation of the Private Client.

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Tax Partner

Job Description - Tax Partner

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