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Bancroft Staffing Partners

Estate & Trust Tax Manager (REMOTE / HYBRID) (San Francisco)

Bancroft Staffing Partners, San Francisco

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Job Description

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 take the 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
  • Bachelors degree in Accounting or related field; Masters 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

    • 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, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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