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Senior Tax Manager – Ultra-High-Net-Worth

Bancroft Staffing Partners · Dallas, TX · Tax practice

Compensation

$155k – $200k /yr

Employment type

Full-time

Work setting

On-site

Location

Dallas, TX

Schedule

Day shift

Posted

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Job overview

Senior Tax Manager – Ultra-High-Net-Worth is a hybrid role in Dallas, TX, with two days per week in the office preferred, or remote. The salary range is $155,000–$200,000 per year. The role joins a public accounting and advisory firm serving high-net-worth clients. The manager leads complex tax compliance and consulting engagements, advises clients on tax planning and wealth preservation, and reviews tax returns. The role also mentors tax staff and collaborates with firm leadership to support client service and business development.

What you'll do

  • Lead tax compliance and consulting engagements for high-net-worth individuals, families, family offices, trusts, estates, partnerships, and closely held businesses
  • advise on tax planning and wealth preservation
  • review complex tax returns
  • provide estate, gift, trust, and succession planning guidance
  • research tax issues
  • manage engagements
  • maintain client relationships
  • mentor tax staff
  • collaborate with partners and leadership
  • participate in client meetings and strategic planning.

What we're looking for

Skills & competencies
senior tax manager
ultra-high-net-worth
tax compliance
tax planning
public accounting
cpa required
dallas tx
hybrid
remote option
$155k–$200k
annual performance bonuses
401(k) match
generous pto
medical, dental and vision
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Annual performance bonuses
  • medical, dental, and vision coverage
  • 401(k) with company match
  • generous paid time off and holidays
  • professional development and continuing education support
  • CPA and certification reimbursement
  • leadership development.

Why this role

CPA license and 8+ years of public accounting tax experience required; remote or preferred hybrid arrangement.

About the employer

Bancroft Staffing Partners is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.

Additional details

Industry sector
54
Industry
Offices of Certified Public Accountants
Occupation code
13-2011.00
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