Tax Principal

Tax Principal Accounting Accountant - Tax California Permanent / Full Time Title: Tax Principal Location: Remote Flexibility (San Francisco / Financial District, Montgomery Street) Compensation: Up to $300k+ and partnership track Type: Full Time We are partnered with a highly respected advisory and accounting firm that is hiring a Tax Principal for its San Francisco office. With deep Bay Area roots and a growing national presence, the firm is known for its long-standing client relationships and strategic approach to tax and estate planning. Their fully integrated services support high-net-worth individuals, multigenerational families, and privately held businesses, including billionaire clients. This opportunity is ideal for a seasoned tax professional with extensive expertise in high-net-worth taxation, including partnerships, individuals, trusts, estates, charitable planning, and sophisticated gift strategies. With three senior partners preparing for retirement, the incoming Tax Director will inherit high-value client relationships, oversee complex tax matters, and help shape the future of the firm. 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 �� Competitive base up to $250k plus performance bonus �� Full benefits, 401k match, and generous PTO �� Work with a loyal client base, including billionaires and multigenerational families