Job Description
Job Description
Tax Manager / Senior Tax Manager – Estates & Trusts
Location:
Orange County, CA
Schedule:
Hybrid | 2–3 Days In-Office Weekly | Flexible Work Environment
Compensation:
$130,000 – $200,000+ (DOE)
About Us:
We are a highly respected and relationship-driven public accounting firm known for delivering sophisticated tax, advisory, and wealth-planning solutions to high-net-worth individuals, families, closely held businesses, and fiduciaries. Our team is recognized for technical excellence, long-standing client partnerships, and a collaborative culture that values flexibility, mentorship, and professional growth. We invest heavily in our people and provide the resources, leadership access, and autonomy needed to build a long-term and rewarding career.
The Position:
We are actively seeking an experienced
Tax Manager or Senior Tax Manager
with deep expertise in
Estate, Gift, and Trust taxation
to join our growing practice. This is an excellent opportunity for a technically strong tax professional who enjoys working closely with high-net-worth clients, fiduciaries, family offices, and estate planning teams in a collaborative and advisory-focused environment. This role offers a flexible hybrid schedule, strong leadership support, a high-quality client base, and significant opportunity for advancement within a stable and growth-oriented firm.
What You’ll Do
Manage and review complex estate, gift, fiduciary, trust, individual, and related tax returns
Advise high-net-worth individuals, trustees, executors, and family entities on estate and trust tax matters
Prepare and review year-end tax planning strategies and projections
Conduct advanced tax research involving fiduciary, estate, and gift tax regulations
Serve as a primary client contact and maintain strong client relationships
Collaborate with attorneys, wealth advisors, and internal tax teams on planning strategies
Mentor, train, and develop tax staff and senior associates
Manage multiple engagements simultaneously while ensuring deadlines and quality standards are met
Participate in practice development and process improvement initiatives
Assist with engagement management, billing, and workflow oversight
Qualifications
8-10+ years of total experience in public accounting, coming from a reputable CPA firm
4+ years of recent experience focused on
Estate & Trust taxation
required
3+ years of experience at the Manager level within public accounting
Strong background in preparing and reviewing estate, gift, fiduciary, and high-net-worth individual tax returns
Active CPA, EA, or JD required
Bachelor’s degree in Accounting, Tax, Finance, or related field
Strong technical research and analytical skills
Excellent client communication and relationship management abilities
Ability to manage deadlines, prioritize workflow, and lead engagements independently
Experience with CCH Axcess or similar tax software platforms is a plus
Collaborative mindset with a passion for mentoring and team development
What’s Offered
Competitive base salary ranging from
$130,000 – $200,000+ (DOE)
Bi-annual bonus opportunities
Flexible hybrid work schedule
Comprehensive Medical, Dental, and Vision coverage
401(k) with 4% employer match
5 weeks PTO plus 10+ paid holidays annually
The entire week of Thanksgiving paid off
Additional floating holidays and paid time off offerings
Career advancement opportunities within a highly respected tax practice
Strong leadership, accessibility, and a mentorship culture
Collaborative and supportive team environment with long-term stability
Apply Today:
Apply directly to this job posting with your updated resume for immediate and confidential consideration. You may also email your resume directly to the recruiter listed below for prompt review.
[email protected]Explore Active Opportunities:
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LinkedIn – Bancroft Staffing Partners
Equal Opportunity Statement: Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity & are committed to creating an inclusive environment for all employees & candidates, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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