DB Tax & Accounting, LLC · 5 hours ago
Seasonal Tax Professional
DB Tax & Accounting (DBTA) is a full-service accounting firm dedicated to serving the complex needs of Private Clients. They are seeking a motivated and experienced Seasonal Tax Professional to manage tax compliance and planning engagements for their UHNW clients while leading and mentoring a team of tax professionals.
AccountingBookkeeping and PayrollConsultingFinancial ServicesProfessional ServicesTax Preparation
Responsibilities
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
Qualification
Required
Bachelor's degree in Accounting, Taxation, or related field
CPA required
Experience in tax planning and compliance experience serving UHNW clients
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
Preferred
Experience with CCH
Benefits
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
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