About Us: We are a forward-thinking, high-growth CPA firm with a strong foundation in tax, assurance, and advisory services. Our firm serves high-net-worth individuals, families, and privately held businesses with a client-first mindset and a modern approach to technical excellence. We prioritize collaboration, innovation, and long-term relationships—both inside and outside the firm.

About the Opportunity: We are hiring an experienced Trust & Estate Tax Manager to lead and expand a specialized practice area. This is a pivotal hire—ideal for someone who wants to play a key role in building a strategic service line while mentoring junior staff and delivering exceptional service to an elite client base. You will manage complex compliance, provide high-level tax planning, and work directly with clients, attorneys, and wealth advisors.

• Tax Manager, Estate & Trust
• Locations: Reno, NV | Walnut Creek, CA | New York, NY
• Hybrid-Schedule: 2-3 days max in office

Must-Have Qualifications:

• CPA or JD/LLM with a strong estate and trust tax background
• Minimum 6+ years of relevant experience in public accounting or tax law
• In-depth knowledge of fiduciary income tax, estate/gift tax, and generation-skipping transfer tax
• Experience managing client relationships and reviewing trust and estate returns
• Strong understanding of tax planning for high-net-worth individuals and multigenerational wealth

Nice-to-Have Experience:

• Experience advising on succession planning and charitable giving strategies
• Familiarity with CCH Axcess Tax or similar software
• Prior experience growing or leading a dedicated estate & trust team

Compensation & Benefits:

• Salary Range: $125,000-165,000/year (DOE - Flexible pending exp)
• Competitive performance-based & profit-sharing bonuses
• Full medical, dental, and vision coverage
• 401(k) plan with firm contribution
• Generous PTO, paid holidays, and firm-wide breaks
• Paid CPE and continuing education support
• Defined career path and strong mentorship culture

Pivotal Opportunity - Why You’ll Want to Join: This is more than a job at any CPA firm; it's a chance to own your impact with a fully vested group that believes in collaboration and real work-life balance.  As a pivotal tax leader of a growing firm, you'll shape the future of our estate and trust practice, work directly with firm leadership, and have a real voice at the table. We offer a collaborative, entrepreneurial environment where your expertise and ideas are truly valued.

Apply today with your updated resume & email it to ian.kerr@bancroftsp.com. Only local and qualified candidates in the listed office areas will be considered at this time.