DUGGAN BERTSCH, LLC
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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 #DBTA
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