Senior Tax Manager - UHNW - (HYBRID / REMOTE)

Senior Tax Manager – Ultra High Net Worth (UHNW)

Locations: Irvine | Los Angeles | Lehi, UT | Dallas, TX | Denver

Flexible Schedule: Remote + Hybrid (2 days in weekly) if local) - Preferred Hybrid

About Us: We are a nationally recognized public accounting and advisory firm serving a sophisticated client base across a wide range of industries and wealth profiles. Our team is known for delivering exceptional client service, technical excellence, and strategic tax planning solutions while fostering a collaborative, people-first culture. We offer professionals the opportunity to work alongside respected industry leaders, advise complex clients, and build meaningful long-term careers.

The Position: We are seeking an experienced Senior Tax Manager – Ultra High Net Worth (UHNW) to join our growing tax practice and offices in Irvine, Los Angeles, Lehi, UT, Dallas, & Denver - Flexible for in-office 2 days weekly on a Hybrid schedule( preferred) or Remote. This is a highly visible leadership opportunity focused on advising high-net-worth individuals, families, family offices, closely held businesses, trusts, estates, and investment entities on complex tax matters. This role offers significant client interaction, mentorship opportunities, technical leadership responsibilities, and a clear path for continued advancement. You'll work closely with Partners and executive leadership while serving as a trusted advisor to an elite client portfolio with sophisticated tax planning and compliance needs.

What You'll Do

• Lead tax compliance and consulting engagements for ultra-high-net-worth individuals, families, family offices, trusts, estates, partnerships, and closely held businesses.
• Serve as a primary client advisor on complex tax planning strategies and wealth preservation initiatives.
• Review complex individual, fiduciary, partnership, LLC, and corporate tax returns.
• Provide guidance on estate, gift, trust, and succession planning matters.
• Identify tax-saving opportunities and proactive planning strategies for clients.
• Research and analyze federal, state, and local tax issues affecting high-net-worth clients.
• Manage multiple client engagements while ensuring quality, accuracy, and timely delivery.
• Develop and maintain strong client relationships through exceptional service and trusted advisory support.
• Mentor, develop, and review the work of Tax Seniors, Supervisors, and Managers.
• Collaborate with Partners and firm leadership on client service strategies and business development initiatives.
• Participate in client meetings, presentations, and strategic planning discussions.
• Stay current on evolving tax laws, regulations, and industry developments impacting UHNW taxpayers.

Qualifications:

*Required:

• Bachelor's degree in Accounting, Taxation, or related field.
• CPA license required.
• 8+ years of public accounting tax experience.
• Extensive experience serving ultra-high-net-worth individuals and closely held businesses.
• Strong technical expertise in individual, partnership, trust, estate, and gift taxation.
• Experience managing complex tax engagements and client relationships.
• Proven ability to review tax returns and provide strategic tax planning advice.
• Strong leadership, communication, and project management skills.

Preferred:

• Master's in Taxation (MST) or related advanced degree.
• Experience working with family offices and multi-generational wealth planning.
• Business development and client growth experience.
• Experience mentoring and leading high-performing tax teams.

What's Offered - (Compensation + Benefits):

• Salary: $155,000 – $200,000 (DOE)
• Bonsues
• Full Benefits & Perks
• Annual performance bonuses
• Competitive Medical, Dental & Vision coverage
• 401(k) with company match
• Generous PTO and paid holidays
• Hybrid work flexibility
• Professional development and continuing education support
• CPA and certification reimbursement programs
• Leadership development opportunities
• Clear advancement path into senior leadership
• Exposure to sophisticated UHNW clients and complex tax planning work
• Collaborative and highly supportive team environment
• Additional wellness, employee recognition, and firm-sponsored programs

Apply Today: Apply directly to this opportunity with your updated resume for immediate and confidential consideration.

Then email your resume directly to: ian.kerr@BancroftSP.com for immediate review.

Explore More Opportunities: We encourage you to continue exploring active opportunities and industry updates through Bancroft Staffing Partners (BSP)

• BancroftSP.com/Careers
• LinkedIn: Bancroft Staffing Partners (BSP)

Equal Opportunity Statement: Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and candidates regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.