Tax Principal

[NOW ACCEPTING APPLICATIONS | TAX PRACTICE LEADER (PARTNER TRACK) | POST-TAX SEASON START]Senior Manager / Principal | Path to OwnershipLocation: Pleasant Hill, CAIf busy season has you reflecting on what comes next, this is your opportunity to take control and move toward ownership.Our client, a respected 40+ year CPA firm, is hiring now for a post tax season leadership transition. This is a senior-level opportunity to step into meaningful influence, long-term succession planning, and a clearly defined path to ownership.Candidates who meet the role requirements will receive confirmation of application receipt.Company Highlights:The firm serves closely held businesses, family enterprises, and high-net-worth individuals through sophisticated tax, accounting, and advisory services. It combines deep technical expertise with a collaborative, boutique culture where senior leaders have visibility, autonomy, and impact.Leadership is intentional about succession and actively investing in future firm owners.The Opportunity:The team is willing to consider Senior Manager, Director, or Principal title dependent on experience. This partner track role will assume leadership of a $1M+ individual tax practice focused on high-net-worth individuals, trusts, and estates.Working directly with the Managing Partners, you will:Serve as a trusted advisor to complex individual and fiduciary clientsLead and mentor a high-performing tax teamDesign and implement advanced tax planning strategiesOversee engagement quality, profitability, and workflow managementContribute to firm strategy and long-term growth initiativesCompensation:Compensation starts between $180,000 to $265,000, scaling commensurate with title, experience, and scope of responsibility, with additional long-term upside aligned to growth and ownership potential.Ideal Candidate:8 years minimum of progressive public accounting experienceStrong expertise in individual and trust taxationDemonstrated success managing high-net-worth client relationshipsExperience leading and developing tax professionalsMotivated by long-term leadership and ownership opportunityCPA preferred, but not requiredWhat Sets This Apart:Clear, defined path to ownershipOption to bring a book of business or inherit oneFlexibility to structure weekly and annual schedulesAbility to bring trusted team members with remote flexibility after transitionStrategic post tax season transition

Created: 2026-05-15