About Us: We're a premier, top-tier full-service CPA firm with dynamic Tax, Accounting, Audit, & Assurance teams. Consistently ranked among the Top 30 CPA firms, we're nationally recognized as a Top Workplace and Best of the Best by Inside Public Accounting's Top 500 list. Our award-winning culture, hybrid flexibility, and uncapped fast-track career growth opportunities set us apart. We invest heavily in our people, personally and professionally. Our average team member works 300–400 fewer hours annually than 95% of public accounting firms, and our collaborative, people-first culture means you'll thrive here for the long term. About the Opportunity: We're seeking a Tax Manager with deep Estate & Trust expertise to join our growing Bay Area practice.

***REMOTE or Hybrid (CA-Only)*** The role is open to REMOTE candidates within California, or hybrid-flex for local Bay Area professionals. What You'll Do Lead and mentor a team of tax professionals, delivering high-quality, timely tax services for a portfolio of HNW individuals, families, and trusts. Strategize and implement effective estate and trust planning solutions while fostering long-term client relationships. Oversee review and management of complex tax returns while ensuring compliance and identifying planning opportunities. Collaborate across departments and with clients directly to drive forward-thinking, holistic tax strategies. What You'll Bring: Active California CPA license – REQUIRED 5+ years of public accounting experience with a focus on Estate & Trust taxation Strong experience in Estate, Trusts, HNW, Individuals Proven leadership, mentoring, and team development experience Strong communication, organizational, and client service skills What We Offer $125,000–$185,000/year base salary (DOE) Bi-Annual Bonuses – Highly lucrative ($20K–$25K+ at Manager level) A hybrid flex schedule for Bay Area candidates only Remote option for California-based candidates only 300–400 fewer work hours annually than most firms – actual work-life balance Full benefits: Medical, Dental, Vision, 401K Strong career trajectory with clear, uncapped promotion paths Collaborative, inclusive, and supportive firm culture

Unique Opportunity: If you're a high-performing CPA with a passion for complex tax matters focused on Estate & Trust, & high-net-worth clients, this is a rare opportunity to accelerate your career with a forward-thinking firm that prioritizes quality of life without sacrificing professional ambition. Apply Today: If you're a CA-based CPA Tax Manager/Sr. Manager with strong Estate & Trust experience , we'd love to connect! Send your resume to ian.kerr@bancroftsp.com Include your availability for a confidential intro call Explore more openings at: BancroftSP.com/Careers

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