Tax Partner

About DB Tax & Accounting (DBTA) What truly sets DBTA apart is our entrepreneurial culture, commitment to our people, and focus on long-term professional growth. We are a team of highly skilled accounting professionals who value collaboration, curiosity, and continuous learning. At DBTA, your career trajectory is not limited—your ideas matter, your development is supported, and your success is celebrated.DBTA is a full-service accounting firm dedicated to serving the complex needs of Private Clients, including ultra-high-net-worth (UHNW) and emerging-wealth individuals—entrepreneurs, athletes, entertainers, and business owners. We provide sophisticated tax services across a wide range of areas, including:Trust, Corporate, Individual, Estate & Gift, Captive Insurance, Partnership, Private Foundation, and International Taxation.Job Summary: Tax Partner 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.Key Responsibilities Firm Leadership Provide strategic leadership in developing and executing the firm's tax vision and overall business strategyPartner with firm leadership to drive growth, innovation, and operational excellenceRepresent DBTA in high-level client, community, and industry engagementsClient Advisory & Relationship Management Serve as a trusted advisor to UHNW clients on complex tax and wealth planning mattersLead sophisticated engagements involving multi-entity structures, international taxation, estate planning, business transactions, and succession planningBuild, maintain, and expand strong client relationships through proactive, high-touch serviceTechnical Expertise & Quality Oversight Ensure all tax planning, compliance, and advisory services meet the highest professional and ethical standardsStay current on evolving tax laws and guide firm-wide technical directionReview and approve complex tax strategies, structures, and compliance deliverablesTeam Development & Culture Mentor and develop tax professionals, fostering a collaborative and growth-oriented environmentProvide coaching and leadership to Managers and Senior staffSupport recruiting efforts to attract and retain top talentQualifications Bachelor's degree in Accounting, Taxation, or related fieldActive CPA license required12–15+ years of progressive tax experience, with significant focus on UHNW and Private ClientsProven leadership experience within a public accounting or advisory firmDemonstrated success managing complex engagements and leading high-performing teamsExceptional relationship management skills and ability to advise sophisticated clientsEntrepreneurial mindset with a strong interest in firm growth and leadershipCore Skills Deep expertise in federal, state, and international tax lawStrong ability to design and implement advanced tax strategiesExcellent communication and interpersonal skillsProven leadership and team-building capabilitiesAbility to manage multiple high-level priorities in a fast-paced environmentWhy DBTA? Collaborative, entrepreneurial culture that values innovation and growthOpportunity to shape the future of a rapidly expanding firmExposure to a high-caliber UHNW client base and complex, rewarding workComprehensive benefits package, including: Medical, Dental, and Vision insuranceImmediate 401(k) participation with 100% vested match after 1 yearCompany-paid life and long-term disability insuranceHSA, HRA, and FSA optionsOngoing professional development and a dynamic, inclusive environmentPaid holidays and unlimited PTOHybrid/Remote work flexibilityThe salary range for this position is $210,000 – $270,000 annually , commensurate with experience and qualifications. #DBTAPowered by JazzHR