What are the responsibilities and job description for the Tax Principal position at Stonepath?
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:
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
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
- 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
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
Salary : $300,000
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