Tax Principal/Senior Tax Manager, Ultra High Net Worth

Job overview

The Tax Principal/Senior Tax Manager, Ultra High Net Worth role is hybrid in Fort Worth, TX, with two days in the office weekly and remote flexibility. The salary range is $185,000–$225,000 per year. The firm’s Private Client Services practice advises entrepreneurs, ultra-high-net-worth individuals, family offices, and privately held businesses. The role leads complex tax compliance and advisory engagements, serving as a trusted advisor to private clients while supporting practice growth. It combines technical tax leadership, client relationship management, team development, and collaboration with outside professionals to deliver sophisticated planning and compliance services.

What you'll do

• Lead tax compliance and consulting engagements for high-net-worth individuals, family offices, trusts, estates, partnerships, and closely held businesses
• develop tax planning strategies for wealth preservation, estate and succession planning, and tax efficiency
• review complex tax returns
• manage key client relationships
• advise on federal, state, and multistate tax matters
• collaborate with attorneys and wealth and financial advisors
• identify advisory opportunities
• mentor tax professionals
• review engagement quality, budgets, and timelines
• support business development and monitor tax legislation.

What we're looking for

Skills & competencies

bancroft staffing partners

tax principal

senior tax manager

ultra high net worth

private client services

fort worth tx

hybrid

two days in office

remote flexibility

$185k–$225k/year

cpa required

tax planning

family offices

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage
• 401(k) with company match
• paid time off and holidays
• performance bonuses
• CPA and continuing education reimbursement
• leadership development
• wellness initiatives

Why this role

CPA license, bachelor’s degree in a related field, and 10+ years of public accounting tax experience are required. The posting describes a path toward Partner and CPA and continuing education reimbursement.

About the employer

Bancroft Staffing Partners is hiring for this role. Industry: Tax Preparation Services. Sector: 54.