DB Tax & Accounting, LLC · 6 hours ago
Tax Partner
DB Tax & Accounting (DBTA) is a full-service accounting firm dedicated to serving the complex needs of Private Clients. They are seeking an experienced Tax Partner to oversee tax operations, guide high-level client engagements, and contribute to the growth of their Private Client practice.
AccountingBookkeeping and PayrollConsultingFinancial ServicesProfessional ServicesTax Preparation
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
Qualification
Required
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
Benefits
Medical, Dental, and Vision insurance.
Immediate 401(k) participation with 100% vested match after 1 year.
Company-paid life and long-term disability insurance.
HSA, HRA, and FSA options.
Dynamic and inclusive culture with ongoing professional development.
Paid holidays and unlimited PTO.
Hybrid work available.
Company
DB Tax & Accounting, LLC
Join DB Tax & Accounting, LLC (DBTA) and become part of a dynamic team that thrives on tackling complex tax challenges.
Funding
Current Stage
Early StageCompany data provided by crunchbase