Job

Description

Tax Principal | Director - Estate, Trust, Gift exp.

Los Angeles | Encinco | Irvine | Phoenix | Salt Lake City

Full Time | Hybrid Schedule (2-days in office weekly, flexible)

About Us: We are a dynamic and people-centric tax and advisory firm built on partnership, deep technical expertise, and a commitment to client service excellence. Our teams tackle complex tax issues for businesses and individuals alike, and we invest in professional growth, collaborative culture, and rewarding career paths.

The Position: We are seeking a high-caliber Tax Principal / Director to join our growing Estate Gift, Trust, HNW tax practice with a focus on Ultra high-net-worth individuals, S-Corporations, and closely-held entities. In this senior role, you’ll lead client relationships, deliver sophisticated tax planning and compliance services, mentor and develop tax staff, and help drive business growth. While deep real estate partnership experience is a significant plus, it is not mandatory.

What You’ll Do

• Oversee and perform technical review and delivery of federal and multi-state income tax compliance for UHNW, estate, trust, gift, individuals, and related entities.
• Lead tax planning engagements, offering proactive strategies for entity structuring, wealth transfer, state & local issues, and transactional tax matters.
• Provide senior-level technical research and correspondence on complex tax issues, including partnership allocations, basis adjustments, and entity-specific considerations.
• Manage and mentor teams of tax professionals, ensuring high-quality work product and professional development.
• Direct engagement workflow, budgets, scheduling, and billing oversight.
• Build and maintain strong client relationships, serving as a trusted advisor and helping expand service opportunities.
• Communicate complex tax concepts clearly with clients and internal teams.

What You Need (Qualifications)

• 10+ years of progressive technical tax experience, ideally with significant exposure to partnerships and flow-through entities.
• Strong experience with Estate, Trust, Gift, UHNW, etc.
• CPA license required
• Demonstrated ability to manage multiple engagements and deliver client solutions with strategic insight.
• Excellent leadership, communication, and analytical skills.
• Proven track record of mentoring, team leadership, and developing talent.

What’s Offered (Competitive Full Package)

• Salary: $185,000– $230,000 / year (DOE)
• Annual performance-based bonus opportunities
• Comprehensive benefits: Medical, Dental, Vision
• 401(k) with employer match
• Generous PTO, personal, and holiday time
• Flexible Hybrid work schedule: 2 days in the office weekly
• Support for professional development and continuing education
• Engaging, collaborative firm culture with opportunities for advancement

Apply Today: Apply directly to this posting with your updated resume, then email it to ian.kerr@BancroftSP.com for a prompt review and confidential consideration.

Explore Active Opportunities: We encourage you to continue checking our Careers Page and following us via LinkedIn. We’re consistently posting new opportunities, market insights, trends, and recruiter tips.

• BancroftSP.com/Careers/
• LinkedIn – Bancroft Staffing Partners

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.