Job

Description

Tax Partner – Ultra High Net Worth (UHNW)

Dallas–Fort Worth, TX | West Palm Beach, FL

Hybrid Schedule (2 Days In Office Weekly)

About Us: We are a nationally recognized public accounting and advisory firm serving ultra-high-net-worth individuals, family offices, entrepreneurs, private investors, and closely held businesses with sophisticated tax, advisory, and consulting solutions. Our culture is built around collaboration, technical excellence, entrepreneurial thinking, and long-term client relationships. As we continue to grow our Private Client Services practice, we're seeking a dynamic leader who wants to make a lasting impact, build a team, and help shape the future of one of our fastest-growing service lines.

The Position: We are seeking an accomplished Tax Partner – Ultra High Net Worth (UHNW) to lead and expand our private client practice in either the Dallas–Fort Worth or West Palm Beach market. This is a pivotal leadership opportunity designed for an entrepreneurial tax executive who is passionate about serving sophisticated clients while building and mentoring a high-performing team.

You'll work alongside executive leadership to grow an already robust UHNW practice, deepen client relationships, develop future leaders, and help drive the firm's continued national expansion. Whether you're an established Partner or a Senior Tax Leader ready to take the next step, this role offers the platform, resources, and flexibility to build something exceptional.

What You'll Do:

• Lead complex tax planning, consulting, and compliance engagements for ultra-high-net-worth individuals, family offices, trusts, estates, private investors, and closely held businesses.
• Serve as a trusted advisor on sophisticated wealth preservation, estate planning, succession planning, and tax minimization strategies.
• Build, mentor, and lead a growing team of Tax Managers, Seniors, and Staff professionals.
• Drive strategic growth initiatives while expanding and strengthening the firm's UHNW client portfolio.
• Develop and maintain executive-level relationships with clients, attorneys, wealth advisors, investment professionals, and other trusted advisors.
• Review highly complex individual, fiduciary, partnership, LLC, corporate, trust, and estate tax returns.
• Identify planning opportunities that create long-term value for clients and their families.
• Lead business development efforts through networking, referrals, thought leadership, and relationship expansion.
• Partner with executive leadership on practice growth, recruiting, succession planning, and strategic initiatives.
• Ensure technical excellence, quality control, and exceptional client service across all engagements.
• Stay current on emerging tax legislation impacting high-net-worth individuals and private wealth planning.

Qualifications

Required

• Active CPA license required.
• 12+ years of public accounting tax experience.
• Extensive experience serving ultra-high-net-worth individuals, family offices, trusts, estates, and privately held businesses.
• Strong expertise in estate, gift, fiduciary, partnership, and individual taxation.
• Proven leadership experience managing sophisticated client engagements and developing high-performing teams.
• Demonstrated success building long-term client relationships.
• Business development experience and an entrepreneurial mindset.
• Exceptional communication, leadership, and executive relationship management skills.

Preferred

• Existing client relationships or business development network preferred.
• Master's in Taxation (MST), JD, or LLM in Taxation.
• Experience leading or building a UHNW or Private Client Services practice.
• Experience working within a nationally recognized public accounting or advisory firm.
• Interest in long-term practice leadership and continued growth.

What's Offered

• Salary: $225,000 – $350,000+ (DOE)
• Full Benefits & Perks
• Competitive bi-annual performance bonuses
• Partnership Equity and Non-Equity opportunities available
• Comprehensive Medical, Dental & Vision coverage
• 401(k) with company match
• Generous PTO and paid holidays
• Hybrid work schedule with remote flexibility
• Executive leadership platform with significant autonomy
• Opportunity to build and lead your own growing team
• Robust existing UHNW client base with significant growth potential
• Professional development, leadership resources, and continuing education support
• Collaborative, entrepreneurial culture focused on long-term success
• Clear opportunity to influence firm strategy and future growth

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

Email your resume with availability to ian.kerr@BancroftSP.com for prompt review and scheduling.

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.