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Duggan Bertsch, LLC logo

Tax Manager

Duggan Bertsch, LLC
Posted May 27, 2026, 11:13 PM UTC
🇺🇸United States🏠Remote📁Finance
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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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