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 strategy
Partner with firm leadership to drive growth, innovation, and operational excellence
Represent DBTA in high-level client, community, and industry engagements
Client Advisory & Relationship Management
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
Technical Expertise & Quality Oversight
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
Team Development & Culture
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
Qualifications
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
Core Skills
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
Why DBTA?
Collaborative, entrepreneurial culture that values innovation and growth
Opportunity to shape the future of a rapidly expanding firm
Exposure to a high-caliber UHNW client base and complex, rewarding work
Comprehensive benefits package, including: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
Ongoing professional development and a dynamic, inclusive environment
Paid holidays and unlimited PTO
Hybrid/Remote work flexibility
The salary range for this position is $210,000 – $270,000 annually, commensurate with experience and qualifications.
#DBTA
Apply To This Job
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 strategy
Partner with firm leadership to drive growth, innovation, and operational excellence
Represent DBTA in high-level client, community, and industry engagements
Client Advisory & Relationship Management
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
Technical Expertise & Quality Oversight
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
Team Development & Culture
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
Qualifications
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
Core Skills
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
Why DBTA?
Collaborative, entrepreneurial culture that values innovation and growth
Opportunity to shape the future of a rapidly expanding firm
Exposure to a high-caliber UHNW client base and complex, rewarding work
Comprehensive benefits package, including: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
Ongoing professional development and a dynamic, inclusive environment
Paid holidays and unlimited PTO
Hybrid/Remote work flexibility
The salary range for this position is $210,000 – $270,000 annually, commensurate with experience and qualifications.
#DBTA
Apply To This Job