Tax Manager, Estate & Trust Exp (REMOTE/HYBRID)

Job DescriptionJob Description

About Us: We're a premier, top-tier full-service CPA firm with dynamic Tax, Accounting, Audit, & Assurance teams. Consistently ranked among the Top 30 CPA firms, we're nationally recognized as a Top Workplace and Best of the Best by Inside Public Accounting's Top 500 list.

Our award-winning culture, hybrid flexibility, and uncapped fast-track career growth opportunities set us apart. We invest heavily in our people, personally and professionally. Our average team member works 300–400 fewer hours annually than 95% of public accounting firms, and our collaborative, people-first culture means you'll thrive here for the long term.

About the Opportunity: We're seeking a Tax Manager with deep Estate & Trust expertise to join our growing Bay Area practice.

***REMOTE or Hybrid (CA-Only)*** The role is open to REMOTE candidates within California, or hybrid-flex for local Bay Area professionals.

What You'll Do

• Lead and mentor a team of tax professionals, delivering high-quality, timely tax services for a portfolio of HNW individuals, families, and trusts.
• Strategize and implement effective estate and trust planning solutions while fostering long-term client relationships.
• Oversee review and management of complex tax returns while ensuring compliance and identifying planning opportunities.
• Collaborate across departments and with clients directly to drive forward-thinking, holistic tax strategies.

What You'll Bring:

• Active California CPA license – REQUIRED
• 5+ years of public accounting experience with a focus on Estate & Trust taxation
• Strong experience in Estate, Trusts, HNW, Individuals
• Proven leadership, mentoring, and team development experience
• Strong communication, organizational, and client service skills

What We Offer

• $125,000–$185,000/year base salary (DOE)
• Bi-Annual Bonuses – Highly lucrative ($20K–$25K+ at Manager level)
• A hybrid flex schedule for Bay Area candidates only
• Remote option for California-based candidates only
• 300–400 fewer work hours annually than most firms – actual work-life balance
• Full benefits: Medical, Dental, Vision, 401K
• Strong career trajectory with clear, uncapped promotion paths
• Collaborative, inclusive, and supportive firm culture
  

Unique Opportunity: If you're a high-performing CPA with a passion for complex tax matters focused on Estate & Trust, & high-net-worth clients, this is a rare opportunity to accelerate your career with a forward-thinking firm that prioritizes quality of life without sacrificing professional ambition.

Apply Today: If you're a CA-based CPA Tax Manager/Sr. Manager with strong Estate & Trust experience, we'd love to connect!

• Send your resume to ian.kerr@bancroftsp.com
• Include your availability for a confidential intro call

Explore more openings at: BancroftSP.com/Careers