DUGGAN BERTSCH, LLC
Seasonal Tax Professional
Remote - Seasonal
About DB Tax & Accounting (DBTA)
What truly sets DBTA apart is our entrepreneurial culture, commitment to 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 and emerging-wealth individuals—entrepreneurs, athletes, entertainers, and business owners. We handle a wide range of tax matters, including:
Trust, Corporate, Individual, Estate & Gift, Captive Insurance, Partnership, Private Foundation, and International taxation.
Job Summary: Seasonal Tax Professional
DBTA is seeking a motivated and experienced Seasonal Tax Professional to join our expanding team. In this role, you will manage tax compliance and planning engagements for our UHNW clients while leading and mentoring a team of tax professionals. The ideal candidate brings significant technical expertise, strong leadership capabilities, and a passion for providing strategic, high-touch service.
This is an opportunity to join a firm where your voice has impact, your career can accelerate quickly, and you will work closely with Partners who are truly invested in your growth.
Responsibilities
Tax Compliance & Planning
Qualifications
Skills
Why DBTA? The Benefits of Growing Your Career With Us
#DBTA
What truly sets DBTA apart is our entrepreneurial culture, commitment to 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 and emerging-wealth individuals—entrepreneurs, athletes, entertainers, and business owners. We handle a wide range of tax matters, including:
Trust, Corporate, Individual, Estate & Gift, Captive Insurance, Partnership, Private Foundation, and International taxation.
Job Summary: Seasonal Tax Professional
DBTA is seeking a motivated and experienced Seasonal Tax Professional to join our expanding team. In this role, you will manage tax compliance and planning engagements for our UHNW clients while leading and mentoring a team of tax professionals. The ideal candidate brings significant technical expertise, strong leadership capabilities, and a passion for providing strategic, high-touch service.
This is an opportunity to join a firm where your voice has impact, your career can accelerate quickly, and you will work closely with Partners who are truly invested in your growth.
Responsibilities
Tax Compliance & Planning
- Manage and review complex tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities.
- Ensure full compliance with federal, state, and international tax regulations.
- Develop and implement tax strategies aligned with clients’ personal and financial goals.
- Build strong relationships with UHNW clients, understanding their unique financial situations.
- Provide insightful guidance on year-end planning, estate and gift strategies, and captive insurance planning.
- Stay current on evolving tax laws and industry changes, ensuring DBTA delivers the highest standard of expertise.
- Advise Partners on the tax implications of investments, business deals, wealth planning, and major financial decisions.
Qualifications
- Bachelor’s degree in Accounting, Taxation, or related field.
- CPA required.
- Experience in tax planning and compliance experience serving UHNW clients.
Skills
- Deep knowledge of federal, state, and international tax law.
- Demonstrated ability to manage complex tax matters and deliver strategic advice.
- Strong leadership, communication, and relationship-building skills.
- Proficiency in Microsoft Office Suite; experience with CCH preferred.
Why DBTA? The Benefits of Growing Your Career With Us
- Dynamic, inclusive culture where your ideas and development truly matter.
- Significant opportunities for professional growth and continuous learning.
- A workplace that values balance, well-being, and long-term career success.
- Hybrid/Remote work available.
#DBTA
