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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