About DBHW Wealth Partners

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.

Tax & Accounting Manager: Chief Motivator and Organizational Mastermind

Why us?

We are a growing, dynamic, woman owned firm looking to invest in you. We provide many opportunities for you to grow with us and enjoy your day while we get the work done. We know you may spend more time with us than you do with your immediate family, so we provide many opportunities for sharing, collaborating, and fun. Check out our social media sites to see some of our most recent activities! If you’re ready to take your experience to the next level of leadership, this may be your opportunity.

Our Core Values:

Live By the Golden Rule: We treat clients, and each other, the way we would want to be treated.

Translate Mess into Meaning: We don’t talk over clients’ heads but explain financial opportunities in understandable language.

Make us Better: We each have unique gifts so we work collaboratively to find the best solutions.

Bloom Where you are Planted: We strive for long, fulfilling careers with DBHW and invest in your personal and professional development.

Ideal Candidate Characteristics:

• Strong, detail-oriented organizational skills to manage multiple priorities and ensure compliance
• Proactive communicator to keep communication and collaboration flowing
• Motivational and accountability-driven to encourage staff to meet their goals, both professional and personal, and KPIs
• Empathetic leader, skilled at resolving interpersonal issues with tact and fairness, who understands team dynamics and individual motivations

Job Summary:

The Tax & Accounting Manager plays a critical leadership role, overseeing financial reporting, tax compliance, and division operations while guiding a team toward excellence. This position requires a detail-oriented professional with exceptional organizational skills to manage multiple priorities and maintain strict regulatory compliance. As a proactive communicator, the manager fosters transparency and collaboration across departments. They lead with empathy and accountability, motivating team members to achieve both professional goals and key performance indicators. This individual is adept at navigating interpersonal dynamics and resolving issues with fairness and integrity, creating a positive and productive team environment.

Duties/Responsibilities:

• Conduct regular check-ins with staff to set goals, monitor workload, identify training needs, and celebrate achievements.
• Coordinate and oversee staff training and continuing education to support professional development.
• Evaluate and document internal processes, recommending improvements to enhance efficiency and consistency.
• Manage and update client engagements, ensuring timely communication and accurate documentation.
• Build and maintain strong, ongoing relationships with clients to support satisfaction and retention.
• Lead recruitment and hiring efforts for accounting staff, manage time-off requests, and provide constructive performance feedback.

Required Skills/Abilities:

• Proven ability to lead teams, foster collaboration, and drive results.
• Exceptional organizational skills with a keen eye for detail.
• Strong time management skills with the ability to prioritize tasks and meet deadlines.
• Excellent verbal and written communication abilities.
• Proficient in Microsoft Office Suite and a variety of accounting software platforms.

Education, Experience, and Licensing:

• Minimum of 5 years of hands-on experience in accounting and tax preparation.
• Active CPA license required; Enrolled Agent (EA) designation is a plus.
• Prior experience in team leadership or supervisory roles is preferred.
• Experience with UltraTax software is highly desirable

Physical Requirements:

• Prolonged periods sitting or standing at a desk and working on a computer.

Travel Requirements:

• Maximum interstate travel once per quarter.

Benefits

As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year.

We also close our office for 7 holidays, and have a floating holiday available for use as well.