Tax Director

DUGGAN BERTSCH, LLC•Chicago, IL

2d•$175,000 - $200,000•Hybrid

About The Position

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, and 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. We are seeking a motivated and experienced Tax Director to join our growing team. In this role, you will be responsible for overseeing the firm’s tax compliance and planning services for our UHNW clients. This role includes 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.

Requirements

Bachelor’s degree in Accounting, Taxation, or a related field
CPA required
8+ 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
High-level client relationship management skills
Experience with Microsoft Office Suite

Nice To Haves

Master's in Taxation or JD/LLM preferred
Experience with CCH (preferred)

Responsibilities

Lead and mentor a team of tax professionals, fostering a collaborative and high-performance work environment
Partner with DBTA leadership on recruitment, training, and professional development of tax staff
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
Develop and implement tax strategies that align with clients’ financial goals and mitigate tax liabilities
Build and maintain strong relationships with UHNW clients, understanding their unique financial situations and objectives
Provide expert advice on year-end planning, estate and gift tax planning, and captive insurance planning
Act as the primary point of contact for clients, addressing tax-related concerns and questions
Stay abreast of the latest tax laws and regulations, ensuring DBTA practices remain current and compliant
Advise clients on the tax implications of various financial decisions, including investments, business transactions, and estate planning