Tax Partner

DUGGAN BERTSCH, LLC•Chicago, IL

2d•$210,000 - $270,000•Hybrid

About The Position

DBTA is seeking an experienced and dynamic Tax Partner to join our leadership team. This role is highly strategic, with responsibility for overseeing tax operations, leading complex 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 relationship-building, mentorship, and firm leadership. This is an opportunity to join a rapidly growing firm where partnership is not symbolic—it is influential, collaborative, and entrepreneurial.

Requirements

Bachelor’s degree in Accounting, Taxation, or related field
Active CPA license required
12–15+ years of progressive tax experience, with significant focus on UHNW and Private Clients
Proven leadership experience within a public accounting or advisory firm
Demonstrated success managing complex engagements and leading high-performing teams
Exceptional relationship management skills and ability to advise sophisticated clients
Entrepreneurial mindset with a strong interest in firm growth and leadership
Deep expertise in federal, state, and international tax law
Strong ability to design and implement advanced tax strategies
Excellent communication and interpersonal skills
Proven leadership and team-building capabilities
Ability to manage multiple high-level priorities in a fast-paced environment

Responsibilities

Provide strategic leadership in developing and executing the firm’s tax vision and overall business strategy
Partner with firm leadership to drive growth, innovation, and operational excellence
Represent DBTA in high-level client, community, and industry engagements
Serve as a trusted advisor to UHNW clients on complex tax and wealth planning matters
Lead sophisticated engagements involving multi-entity structures, international taxation, estate planning, business transactions, and succession planning
Build, maintain, and expand strong client relationships through proactive, high-touch service
Ensure all tax planning, compliance, and advisory services meet the highest professional and ethical standards
Stay current on evolving tax laws and guide firm-wide technical direction
Review and approve complex tax strategies, structures, and compliance deliverables
Mentor and develop tax professionals, fostering a collaborative and growth-oriented environment
Provide coaching and leadership to Managers and Senior staff
Support recruiting efforts to attract and retain top talent