Estate & Trust Tax Manager (REMOTE/HYBRID)

ZipRecruiter; San Francisco (CA); Remote; USD 130,000 - 180,000; Full time

Job summary

A leading company is seeking an experienced Estate & Trust Tax Manager to join their dynamic team. This role involves managing tax compliance for high-net-worth clients, providing strategic planning, and mentoring junior staff. The ideal candidate will have strong technical expertise and a passion for estate taxation, thriving in a collaborative environment.

Benefits

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

Qualifications

• Active California CPA license required.
• Minimum 6 years experience in Estate & Trust tax compliance.

Responsibilities

• Lead preparation and review of complex fiduciary and estate tax returns.
• Provide strategic tax planning for high-net-worth individuals.

Skills

Leadership

Communication

Technical Expertise

Tax Compliance

Education

Bachelor's degree in Accounting

Master's in Taxation

Tools

Tax Software Platforms

Job description

Now Hiring: Estate & Trust Tax Manager

Location: California (Remote or Hybrid)

Work Schedule: Remote or Hybrid Must reside in California

Credential Requirement: Active CPA License

Specialization: Estate & Trust Taxation

About the Opportunity:

We are seeking a highly skilled and motivated Estate & Trust Tax Manager to join our growing and dynamic team. This is a unique opportunity to lead in a specialized tax practice, delivering sophisticated solutions for high-net-worth clients, fiduciaries, and estate planners. If you thrive in a collaborative and forward-thinking environment and have a passion for trust and estate taxation, we want to hear from you.

Qualifications:

• Active California CPA license required
• Bachelor's degree in Accounting or related field; Master's in Taxation
• 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

Actual compensation may vary based on experience, skills, and location within California.

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, religion, gender, sexual orientation, age, disability, genetics, or veteran status.