Tax Principal | Partnership Track 2 - 3 Years | Up to $300k+Stonepath • San Francisco, CA, United States
Tax Principal | Partnership Track 2 - 3 Years | Up to $300k+
Stonepath • San Francisco, CA, United States
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job_description.job_card.job_descriptionLead 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 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 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
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 :
What You Will Need :
Bonus Points : Prior experience working directly with ultra-high-net-worth families, family offices, or multigenerational wealth.
Why Join :
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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Tax Principal • San Francisco, CA, United States
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