Tax Principal | Partnership Track ~2 Years | Up to $300k+

Tax Principal | Partnership Track

Location :

Remote flexibility (San Francisco / Financial District, Montgomery Street)

Type :

Full Time / Hybrid (2 to 3 days in office)

Compensation :

Up to $300k+ with partnership track

This opportunity is with a respected advisory and accounting firm hiring a

Tax Principal

for its San Francisco office. The firm works with high-net-worth individuals, multigenerational families, and privately held businesses, including billionaire clients.

What You Will Do :

Lead tax planning and compliance for high-net-worth individuals, partnerships, trusts, estates, and business entities

Oversee sophisticated strategies in gift, estate, and charitable tax planning

Serve as the primary advisor for legacy client relationships, including ultra-high-net-worth families

Manage and mentor a skilled team of tax professionals

Drive process improvements and contribute to firmwide initiatives

Support succession planning and transition of legacy clients

What You Will Need :

10+ years of public accounting experience

Deep expertise in high-net-worth taxation (individual, partnership, trust, estate, gift, and charitable)

Demonstrated leadership and mentoring skills

CPA required

Bonus Points :

Prior experience working directly with ultra-high-net-worth families, family offices, or multigenerational wealth.

Why Join :

Clear partnership track in two to three years

Direct handoff of legacy clients as partners retire

Hybrid schedule with 2 to 3 days in office

Base up to $250k plus performance bonus

Full benefits, 401k match, and generous PTO

Opportunity to work with a loyal client base, including billionaires and multigenerational families

Notes :

The role involves high-net-worth tax matters, leadership responsibilities, and potential for rapid advancement. Salary is range-based and may vary by skills and experience.

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