Job Description
Job Description
Tax Partner – Estate & Trust
Full-Time | Hybrid Schedule
Southern California (Long Beach | Los Angeles | Irvine)
About Us: We are a nationally recognized, growth-oriented public accounting and advisory firm with a premier estate and trust practice serving ultra-high-net-worth individuals, families, and closely held entities. Our team delivers sophisticated tax planning and fiduciary advisory services across wealth transfer, charitable giving, and trust administration. With deep technical expertise and a collaborative, cross-functional environment spanning nonprofit, international, and business advisory services, we provide clients with forward-thinking, relationship-driven solutions. Our culture emphasizes mentorship, innovation, and long-term career growth within a high-performing, team-oriented environment.
The Position: We are seeking a Tax Partner – Estate & Trust to lead and expand a sophisticated fiduciary tax practice across Southern California. This is a high-impact leadership role for a seasoned advisor with deep technical expertise and strong relationship-building capabilities. You will oversee complex client engagements, drive strategic estate and trust planning initiatives, and play a key role in firm growth, while mentoring teams and collaborating across service lines.
What You’ll Do
- Serve as a trusted advisor to ultra-high-net-worth individuals, families, trustees, and executors on complex estate, gift, and fiduciary tax matters
- Lead advanced tax planning strategies focused on wealth transfer, estate preservation, charitable giving, and multi-generational planning
- Oversee and review complex tax filings, including Forms 1041, 706, and 709, ensuring accuracy and compliance
- Interpret estate planning documents and advise on tax implications and planning opportunities
- Manage and lead client service teams across consulting, compliance, and tax controversy engagements
- Represent clients in IRS audits, appeals, and other tax authority matters
- Drive business development through networking, thought leadership, and relationship cultivation to expand revenue and market presence
- Collaborate with partners and cross-functional teams (nonprofit, international, and advisory) to deliver integrated client solutions
- Mentor, coach, and develop high-performing tax professionals, building the next generation of leaders
- Stay ahead of legislative and regulatory changes impacting estate, gift, and trust taxation
What You Need (Qualifications)
- 12+ years of experience in estate, gift, and fiduciary taxation within a public accounting or a law firm environment
- Bachelor’s degree in Accounting, Finance, or related field required; advanced degree (JD, MST, MBT, or LLM) preferred
- Active CPA or JD required
- Deep technical expertise in fiduciary accounting, estate planning strategies, and federal/state tax regulations
- Proven leadership experience managing complex client engagements and developing high-performing teams
- Strong business development track record with the ability to grow client relationships and generate revenue
- Excellent communication, analytical, and interpersonal skills with the ability to influence clients and internal stakeholders
- Entrepreneurial mindset with demonstrated collaboration across service lines and innovation in service delivery
What’s Offered (Competitive Full Package – National)
- Salary: $300,000 – $350,000 (DOE)
- Equity ownership opportunity
- Annual and performance-based bonus opportunities
- Comprehensive Full Benefits: Medical, Dental, Vision
- 401(k) with company match
- Generous PTO, holidays, and personal time
- Flexible hybrid work schedule
- Professional development, continuing education, and licensure support
- Collaborative, nationally recognized firm with strong growth trajectory and leadership opportunities
Apply Today: Apply directly to this posting with your updated resume, then email it to ian.kerr@BancroftSP.com for prompt review and confidential consideration.
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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.