Tax Manager

DUGGAN BERTSCH, LLC•Chicago, IL

2d•$145,000 - $160,000•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’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, and deliver strategic tax planning—not just compliance. This is a high-visibility position with real influence, offering a clear path for continued advancement.

Requirements

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 Microsoft Office Suite

Nice To Haves

Experience with CCH

Responsibilities

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
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
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
Build strong, long-term relationships with UHNW clients
Provide insight on complex financial decisions, investments, and transactions
Deliver a proactive, concierge-level client experience
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