Tax Manager

Bancroft Staffing Partners (BSP); California (MO); Hybrid; USD 130,000 - 180,000; Full time

Job summary

An award-winning CPA firm is seeking a highly skilled Estate & Trust Tax Manager to lead a specialized tax practice. This dynamic role offers the opportunity to deliver sophisticated solutions for high-net-worth clients while mentoring junior staff. Join a top-ranked workplace that values innovation and growth, providing comprehensive benefits, including health insurance, 401(k) matching, and flexible work arrangements. If you are passionate about tax strategy and client service, this is an exciting opportunity to make a significant impact in a thriving environment.

Benefits

Comprehensive health insurance

Dental insurance

Vision insurance

401(k) with employer matching

Generous PTO and paid holidays

Continuing education support

Flexible remote work environment

Annual performance bonuses

Qualifications

• Active California CPA license is required.
• Minimum 6 years of experience in public accounting.

Responsibilities

• Lead and manage preparation of complex tax returns.
• Provide strategic tax planning for high-net-worth clients.

Skills

Estate & Trust Tax Compliance

Leadership

Technical Expertise in Tax Forms

Client Communication

Tax Software Proficiency

Education

Bachelor’s Degree in Accounting

Master’s in Taxation

Tools

Tax Software Platforms

Job description

2 weeks ago Be among the first 25 applicants

Bancroft Staffing Partners (BSP) provided pay range

This range is provided by Bancroft Staffing Partners (BSP). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$130,000.00/yr - $180,000.00/yr

Direct message the job poster from Bancroft Staffing Partners (BSP)

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)

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
• 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

Referrals increase your chances of interviewing at Bancroft Staffing Partners (BSP) by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Paid maternity leave

Paid paternity leave

Disability insurance

Get notified about new Tax Manager jobs in California, United States.

San Francisco, CA $200,000.00-$235,000.00 6 months ago

Los Angeles, CA $70,000.00-$95,000.00 2 weeks ago

Los Angeles, CA $115,000.00-$155,000.00 3 weeks ago

California, United States $140,000.00-$160,000.00 5 days ago

California, United States $110,000.00-$150,000.00 2 weeks ago

Oakland, CA $120,000.00-$150,000.00 2 days ago

California, United States $120.00-$135.00 4 days ago

Irvine, CA $110,000.00-$150,000.00 2 weeks ago

Santa Maria, CA $120,000.00-$150,000.00 4 days ago

San Jose, CA $120,000.00-$150,000.00 1 week ago

San Francisco, CA $130,000.00-$170,000.00 2 weeks ago

Los Angeles, CA $120,000.00-$135,000.00 2 weeks ago

International Senior Tax Manager/Director

Brea, CA $120,000.00-$135,000.00 4 days ago

Los Angeles, CA $79,000.00-$85,000.00 4 hours ago

Fullerton, CA $120,000.00-$135,000.00 3 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.