Tax Manager / Senior Manager, High-Net-Worth & Private Client Services (Hybrid)

Job overview

The Tax Manager / Senior Manager, High-Net-Worth & Private Client Services role is hybrid in Phoenix, AZ, with a stated salary of $145,000–$200,000+ per year. Bancroft Staffing Partners describes a public accounting and business advisory practice serving high-net-worth individuals, families, entrepreneurs, and privately held businesses. The role leads complex tax compliance and consulting engagements, develops wealth and estate planning strategies, advises clients and their professional partners, and mentors tax staff. It contributes to the practice by delivering integrated tax guidance and managing client engagements, budgets, staffing, and deadlines.

What you'll do

• Manage complex tax compliance and consulting engagements
• review federal and state individual, fiduciary, estate, gift, partnership, corporate, and exempt organization returns
• develop estate preservation, wealth transfer, charitable, succession, and multigenerational planning strategies
• analyze trusts, estates, ownership structures, and legal documents
• coordinate with attorneys, financial advisors, bankers, and family office professionals
• conduct tax research
• advise key clients
• mentor Tax Seniors and Staff
• manage engagement budgets, staffing, workflow, and deadlines
• support business development
• monitor tax legislation.

What we're looking for

Skills & competencies

tax manager

senior manager

high-net-worth tax

private client services

hybrid

phoenix az

bancroft staffing partners

cpa required

estate planning

tax compliance

$145k–$200k+

401(k) profit sharing

medical dental vision

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• Full benefits and perks
• performance bonus program
• 401(k) with employer profit sharing
• medical, dental, vision, life, and disability insurance
• lifestyle and wellness reimbursements
• paid time off, vacation, personal time, and holidays
• licensing and certification incentives
• tuition and continuing education assistance
• leadership development, mentorship, and technical training.

Why this role

Hybrid schedule; stated advancement path toward Senior Leadership, Director, and Partner.

About the employer

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