Tax Manager, Estate & Trust Exp. (REMOTE - *CA-based Only)
HIRING: Tax Manager/SR. Manager - Estate & Trust exp.
Location: California (REMOTE) or Bay Area (HYBRID, 2 days in)
• Must-Have, Non-Negotiables:
• Reside in California (CA-Only)
• Active CPA License (CA CPA)
• Estate & Trust Taxation expertise & specialization
About the Company: We are an award-winning, top 30-ranked CPA firm with consistent awards for 'Top Workplaces' & 'Best of the Best CPA firms' year over year. We take pride and invest in our people and culture, ensuring they have the best resources and support to be successful and grow within our firm. We cover an array of diverse and innovative industries that are thriving; a few consist of technology, real estate, VCs, start-ups, Crypto, etc.
About the Opportunity: We're seeking a highly skilled and motivated Estate & Trust Tax Manager to join our growing and dynamic team. This is a unique opportunity to take the lead in a specialized tax practice, delivering sophisticated solutions for high-net-worth clients, fiduciaries, and estate planners.
Qualifications:
• An active California CPA license is required
• Bachelor’s degree in Accounting or related field; Master’s in Taxation preferred
• Minimum 6 years of experience in public accounting with a focus on Estate & Trust tax compliance and consulting
• Strong technical expertise in Form 1041, 706, 709, and estate planning strategies
• Demonstrated leadership experience with the ability to mentor and develop staff
• Proficient in tax software platforms and comfortable navigating technology-driven solutions
• Excellent written and verbal communication skills with the ability to interface directly with clients and professional advisors
• Proven ability to manage multiple priorities and deliver high-quality work in a deadline-driven environment
Key Responsibilities:
• Lead and manage the preparation and review of complex fiduciary, estate, and gift tax returns
• Provide strategic tax planning and advisory services to high-net-worth individuals, fiduciaries, and family offices
• Partner with attorneys, financial advisors, and clients to structure tax-efficient estate plans
• Supervise, coach, and develop junior staff and senior associates within the tax team
• Serve as a technical resource for estate and trust matters, keeping the team informed on new legislation and tax law changes
• Manage client engagements, including scheduling, budgeting, and billing
• Contribute to the growth of the practice through thought leadership, business development, and client relationship management
Compensation & Benefits
• Salary Range (California): $130,000 – $180,000 (DOE)
• Annual performance bonus opportunities
• Comprehensive health, dental, and vision insurance
• 401(k) with employer matching
• Generous PTO and paid holidays
• Continuing education and CPA/license renewal support
• Flexible remote or hybrid work environment
Equal Opportunity Statement: Bancroft Staffing Partners is an Equal Opportunity Employer. We are committed to building a diverse and inclusive team and encourage applications from all qualified individuals, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Apply Now
Apply Now
Location: California (REMOTE) or Bay Area (HYBRID, 2 days in)
• Must-Have, Non-Negotiables:
• Reside in California (CA-Only)
• Active CPA License (CA CPA)
• Estate & Trust Taxation expertise & specialization
About the Company: We are an award-winning, top 30-ranked CPA firm with consistent awards for 'Top Workplaces' & 'Best of the Best CPA firms' year over year. We take pride and invest in our people and culture, ensuring they have the best resources and support to be successful and grow within our firm. We cover an array of diverse and innovative industries that are thriving; a few consist of technology, real estate, VCs, start-ups, Crypto, etc.
About the Opportunity: We're seeking a highly skilled and motivated Estate & Trust Tax Manager to join our growing and dynamic team. This is a unique opportunity to take the lead in a specialized tax practice, delivering sophisticated solutions for high-net-worth clients, fiduciaries, and estate planners.
Qualifications:
• An active California CPA license is required
• Bachelor’s degree in Accounting or related field; Master’s in Taxation preferred
• Minimum 6 years of experience in public accounting with a focus on Estate & Trust tax compliance and consulting
• Strong technical expertise in Form 1041, 706, 709, and estate planning strategies
• Demonstrated leadership experience with the ability to mentor and develop staff
• Proficient in tax software platforms and comfortable navigating technology-driven solutions
• Excellent written and verbal communication skills with the ability to interface directly with clients and professional advisors
• Proven ability to manage multiple priorities and deliver high-quality work in a deadline-driven environment
Key Responsibilities:
• Lead and manage the preparation and review of complex fiduciary, estate, and gift tax returns
• Provide strategic tax planning and advisory services to high-net-worth individuals, fiduciaries, and family offices
• Partner with attorneys, financial advisors, and clients to structure tax-efficient estate plans
• Supervise, coach, and develop junior staff and senior associates within the tax team
• Serve as a technical resource for estate and trust matters, keeping the team informed on new legislation and tax law changes
• Manage client engagements, including scheduling, budgeting, and billing
• Contribute to the growth of the practice through thought leadership, business development, and client relationship management
Compensation & Benefits
• Salary Range (California): $130,000 – $180,000 (DOE)
• Annual performance bonus opportunities
• Comprehensive health, dental, and vision insurance
• 401(k) with employer matching
• Generous PTO and paid holidays
• Continuing education and CPA/license renewal support
• Flexible remote or hybrid work environment
Equal Opportunity Statement: Bancroft Staffing Partners is an Equal Opportunity Employer. We are committed to building a diverse and inclusive team and encourage applications from all qualified individuals, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Apply Now
Apply Now