Responsibilities Leadership & Management - Lead coach and mentor a team of tax professionals in a supportive high-performance environment.
- Collaborate with DBTA Partners on recruitment training and ongoing professional development initiatives.
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.
Client Engagement - 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.
Strategic Advisory - 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 - Bachelors degree in Accounting Taxation or related field.
- CPA required.
- Minimum 8 years of tax planning and compliance experience including at least 1 year in a leadership role 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 - 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 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.
- Paid holidays and unlimited PTO.
- Hybrid work available.
Responsibilities Leadership & Management Lead coach and mentor a team of tax professionals in a supportive high-performance environment. Collaborate with DBTA Partners on recruitment training and ongoing professional development initiatives. Tax Compliance & Planning Manage and review complex tax...
Responsibilities Leadership & Management - Lead coach and mentor a team of tax professionals in a supportive high-performance environment.
- Collaborate with DBTA Partners on recruitment training and ongoing professional development initiatives.
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.
Client Engagement - 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.
Strategic Advisory - 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 - Bachelors degree in Accounting Taxation or related field.
- CPA required.
- Minimum 8 years of tax planning and compliance experience including at least 1 year in a leadership role 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 - 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 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.
- Paid holidays and unlimited PTO.
- Hybrid work available.
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