Job

Description

About Us: We are a full-service CPA and advisory firm providing tax, accounting, and consulting services to privately held businesses, high-net-worth individuals, and family offices. Our team combines deep technical expertise with a proactive, relationship-driven approach that helps clients achieve meaningful financial results. We pride ourselves on a culture that values collaboration, mentorship, and flexibility—creating a place where talented professionals can grow long-term while maintaining a balanced lifestyle.

The Position: We’re seeking a Tax Senior Associate or Supervisor to join our expanding tax team. This role is ideal for a motivated professional with broad experience in individual, partnership, and corporate taxation who is ready to take the next step in their career. You’ll take ownership of client engagements, review complex returns, and provide strategic tax support while working closely with managers and principals in a collaborative, growth-minded environment.

Tax Senior Associate / Tax Supervisor

Irvine, CA | Full-Time | Hybrid Schedule

What You’ll Do

• Prepare and review complex tax returns for HNW, individuals, partnerships, S-corps, and C-corps.
• Assist in tax planning, research, and compliance for HNW individuals and closely held businesses.
• Communicate directly with clients to resolve questions and provide proactive guidance.
• Supervise and mentor junior staff, reviewing work for accuracy and providing feedback.
• Support multi-state and entity structuring, estimated payments, and year-end planning.
• Participate in process improvement and contribute to firm initiatives to enhance efficiency.
• Collaborate with senior leadership on client service excellence and team development.

What You Need (Qualifications)

• CPA or actively pursuing CPA licensure required.
• Bachelor’s degree in Accounting or related field; Master’s in Taxation a plus.
• Minimum 4+ years of public accounting experience with at least four busy seasons.
• Strong generalist tax background including HNW, partnerships, S-corps, and C-corps.
• Proven ability to manage multiple client engagements and meet deadlines.
• Excellent communication, problem-solving, and client service skills.
• Desire to grow within a collaborative, mentorship-driven environment.

What’s Offered (Competitive Full Package – National)

• Salary: $90,000-115,000/year (DOE)
• Annual performance-based bonus opportunities
• Comprehensive Full Benefits: Medical, Dental, Vision
• 401(k) with company match
• Generous PTO, holidays, and personal time
• Flexible hybrid schedule (in-office collaboration & flexibility)
• Continuing education and professional development support
• Team-oriented, supportive culture with strong growth 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.

Explore More Active Opportunities: We encourage you to visit our Careers Page at BancroftSP.com/Careers/ to explore additional active opportunities.

• Follow Bancroft Staffing Partners on LinkedIn for real-time updates on new roles, industry insights, and recruiter tips.

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.