Tax Director - Estate & Trusts - HYBRID

Job Description

Job Description

Tax Director – Estates & Trusts (E&T)

Location(s): Irvine, CA – Orange County

Schedule: HYBRID – 3 Days In-Office / 2 Days Remote | Full-Time | Flexible Schedule

ABOUT US: BSP is partnered with a highly respected, established CPA and advisory firm in Orange County specializing in complex tax, accounting, estate and trust planning, and wealth preservation strategies for high-net-worth individuals, families, businesses, and fiduciaries. We pride ourselves on delivering exceptional client service, sophisticated tax solutions, and long-standing client relationships. Our collaborative, people-first culture offers an excellent work-life balance, flexible hybrid scheduling, strong leadership support, and long-term career advancement opportunities.

THE OPPORTUNITY: We are seeking an experienced Tax Director – Estates & Trusts (E&T) to join our growing tax practice in Irvine, CA. This is an excellent leadership opportunity for a technically strong tax professional with extensive experience in Estate, Gift, Trust, and High-Net-Worth Individual Taxation .

*The ideal candidate brings a proven background reviewing complex returns, managing sophisticated client relationships, advising on estate and trust tax strategies, and mentoring tax professionals. You'll work directly with partners and senior leadership, oversee significant client engagements, and play an integral role in the continued growth and success of our Estates & Trusts practice.

WHAT YOU'LL DO – KEY RESPONSIBILITIES

• Lead and oversee complex Estates, Trusts, Gift, and Individual Tax engagements, including Forms 1040, 1041, 706, and 709.
• Review complex federal and state tax returns, year-end projections, and strategic tax planning engagements.
• Serve as a trusted advisor to high-net-worth individuals, families, estates, trusts, fiduciaries, and closely held businesses .
• Provide technical leadership on estate and gift taxation, trust administration, wealth transfer, and sophisticated tax planning strategies.
• Manage multiple client engagements, budgets, deadlines, workflow, and overall quality control.
• Collaborate directly with partners on client proposals, fee estimates, strategic planning, and business development initiatives.
• Oversee IRS and state tax examinations, audits, and related tax controversy matters.
• Identify opportunities to expand existing client relationships and develop additional advisory services.
• Mentor, coach, and develop tax managers, seniors, and staff while supporting a collaborative team environment.
• Maintain current knowledge of federal and state tax legislation, regulatory developments, and evolving estate and trust tax strategies.

WHAT WE'RE LOOKING FOR – QUALIFICATIONS

• 10+ years of progressive public accounting tax experience, with significant specialization in Estates, Trusts, Gift, & Individua l Taxation.
• Active CPA, EA, or JD credential – Required.
• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Extensive hands-on experience reviewing and/or signing complex Forms 1041, 706, 709, and 1040.
• Strong technical knowledge of estate and gift tax laws, fiduciary income taxation, wealth transfer strategies, and high-net-worth tax planning.
• Proven experience managing complex client engagements and maintaining strong client relationships.
• Demonstrated leadership experience mentoring tax professionals and overseeing engagement teams.
• Excellent communication, organizational, analytical, and client advisory skills.
• Proficiency with Microsoft Office; CCH Axcess experience preferred.
• Ability to work independently while collaborating with partners and team members in a hybrid environment.
• Must be able to work in our Irvine office at least 3 days per week.

COMPENSATION & BENEFITS – WHAT WE OFFER

• Competitive Base Salary: $150,000–$200,000+ / Year (DOE) – Commensurate with qualifications, technical expertise, and leadership experience.
• Bonus / Incentive Opportunities – Based on firm programs and eligibility.
• Hybrid Work Schedule – 3 days in-office / 2 days remote, with flexibility to work in-office more frequently if preferred.
• Comprehensive Medical, Dental & Vision Insurance.
• Retirement Plan – Employer-sponsored retirement benefits.
• Generous Paid Time Off (PTO) – Paid vacation, holidays, and time away from work.
• Additional Insurance Benefits – Pet insurance and group term life insurance.
• FSA / HSA Options – Tax-advantaged healthcare savings opportunities.
• Professional Development – Continuing education, technical training, and ongoing leadership development.
• Career Advancement – Long-term growth opportunities and direct collaboration with firm partners and executive leadership.
• Supportive Team Culture – Collaborative environment, strong leadership accessibility, and a focus on professional growth and work-life balance.

APPLY NOW: If qualified and interested, please apply directly to this job ad and email your updated resume to the recruiter listed below for prompt review and consideration.

• Recruiter: Ian Kerr
• Email: View email address on ziprecruiter.com

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Equal Opportunity Statement: Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and candidates, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.