Tax Principal / SR. Manager - UHNW - (HYBRID / REMOTE)

Job Description

Job Description

Tax Principal / Senior Tax Manager – Ultra High Net Worth (UHNW)

Fort Worth, TX | Hybrid Schedule (2 Days In Office Weekly) | Remote Flexibility

About Us: We are a nationally recognized public accounting and advisory firm dedicated to serving entrepreneurs, ultra-high-net-worth individuals, family offices, and privately held businesses with sophisticated tax, advisory, and consulting services. Our team is built on technical excellence, trusted client relationships, and a collaborative culture that encourages innovation, professional growth, and long-term career success. We empower our professionals to make a meaningful impact while working alongside industry-leading experts on some of the most complex tax matters in the market.

The Position: We are seeking an experienced Tax Principal / Senior Tax Manager – Ultra High Net Worth (UHNW) to join our expanding Private Client Services practice in Fort Worth, TX.

This is a high-impact leadership opportunity focused on advising ultra-high-net-worth individuals, family offices, executives, entrepreneurs, trusts, estates, and closely held businesses on sophisticated tax planning and compliance matters. You'll serve as a trusted advisor to an elite client portfolio while partnering closely with firm leadership to deliver proactive tax strategies, strengthen client relationships, and help drive continued growth of the practice.

This role offers significant leadership visibility, exceptional client exposure, and a clear path toward continued advancement within a nationally respected advisory platform.

What You'll Do

• Lead complex tax compliance and consulting engagements for ultra-high-net-worth individuals, family offices, trusts, estates, partnerships, and closely held businesses.
• Develop and implement sophisticated tax planning strategies focused on wealth preservation, estate planning, succession planning, and tax efficiency.
• Review complex individual, fiduciary, partnership, LLC, and corporate tax returns.
• Serve as the primary relationship manager for key private clients and family groups.
• Provide technical guidance on federal, state, and multi-state tax matters impacting high-net-worth individuals and investment entities.
• Collaborate with attorneys, wealth advisors, financial planners, and other outside professionals to deliver comprehensive client solutions.
• Identify opportunities to expand advisory services and strengthen long-term client relationships.
• Mentor and develop Tax Managers, Seniors, and Staff through coaching and technical leadership.
• Review engagement quality, budgets, and project timelines while maintaining exceptional client service standards.
• Partner with firm leadership on business development initiatives and strategic growth opportunities.
• Stay current on evolving tax legislation affecting private clients, trusts, estates, and investment structures.

Qualifications

Required

• CPA license required.
• Bachelor's degree in Accounting, Taxation, Finance, or related field.
• 10+ years of public accounting tax experience.
• Extensive experience serving ultra-high-net-worth individuals, family offices, trusts, estates, and privately held businesses.
• Strong technical expertise in individual, fiduciary, estate, gift, partnership, and closely held business taxation.
• Experience reviewing complex tax returns and leading sophisticated client engagements.
• Proven leadership experience managing teams and mentoring tax professionals.
• Outstanding communication, relationship management, and client advisory skills.

Preferred

• Master's in Taxation (MST) or related advanced degree.
• Experience advising multi-generational families and complex investment structures.
• Business development and practice growth experience.
• Experience working within a large regional or national public accounting firm.

What's Offered

• Salary: $185,000 – $225,000 (DOE)
• Full Benefits & Perks
• Bi-annual performance bonuses
• Competitive Medical, Dental & Vision coverage
• 401(k) with company match
• Generous PTO and paid holidays
• Hybrid schedule with remote flexibility
• CPA and continuing education reimbursement
• Leadership development and executive mentoring programs
• Clear advancement path toward Partner
• Exposure to sophisticated UHNW clients and complex advisory engagements
• Collaborative, entrepreneurial culture focused on long-term career growth
• Employee wellness initiatives and additional firm-sponsored benefits

Apply Today: Apply directly to this opportunity with your updated resume for immediate and confidential consideration.

*Email your resume to View email address on ziprecruiter.com for prompt review and scheduling*

Explore More Opportunities : We encourage you to continue exploring active opportunities and industry updates through Bancroft Staffing Partners.

• BancroftSP.com/Careers
• LinkedIn – Bancroft Staffing Partners (BSP)

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.