Tax Partner

Duggan Bertsch•Chicago, IL

41d•$210,000 - $270,000•Hybrid

About The Position

DBTA is seeking an experienced and dynamic Tax Partner to join our leadership team. This is a key strategic role within the firm, focused on overseeing tax operations, guiding high-level 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 building relationships, mentoring professionals, and contributing to the firm's long-term vision. 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.
CPA required.
Minimum 12-15 years of progressive tax experience, with significant UHNW and Private Client expertise.
Demonstrated leadership within a public accounting or advisory firm, including experience managing teams and complex engagements.
Strong relationship-building skills and the ability to advise sophisticated clients.
Entrepreneurial mindset with a desire to influence firm growth and direction.
Expert-level knowledge of federal, state, and international tax law.
Proven ability to develop and implement advanced tax strategies.
Exceptional communication and interpersonal skills.
Strong leadership and team-building capabilities.
Ability to manage multiple high-level priorities in a fast-paced environment.

Responsibilities

Provide strategic leadership in the development and execution of the firm's tax vision and overall business strategy.
Collaborate with fellow Partners to drive firm growth, innovation, and operational excellence.
Represent the firm in high-level client, community, and business engagements.
Serve as a trusted advisor to UHNW clients, providing guidance on complex tax and wealth-planning matters.
Oversee high-stakes engagements involving multi-entity structures, international taxation, estate planning, business transactions, and succession planning.
Maintain and expand strong client relationships through proactive communication and high-touch service.
Ensure the firm's tax planning, compliance, and advisory practices consistently meet the highest professional standards.
Stay informed on evolving tax laws and provide direction on firm-wide technical policies.
Review and sign off on complex tax strategies, structures, and compliance deliverables.
Mentor and develop tax professionals, fostering an environment of continuous learning and collaboration.
Provide coaching, guidance, and leadership to Managers and Senior staff.
Contribute to recruitment efforts to build a strong, diverse, high-performing team.