Tax Principal

[NOW ACCEPTING APPLICATIONS | TAX PRACTICE LEADER (PARTNER TRACK) | POST–TAX SEASON START] Senior Manager / Principal | Path to Ownership Location: Pleasant Hill, CA If 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 clients Lead and mentor a high-performing tax team Design and implement advanced tax planning strategies Oversee engagement quality, profitability, and workflow management Contribute to firm strategy and long-term growth initiatives Compensation: 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 experience Strong expertise in individual and trust taxation Demonstrated success managing high-net-worth client relationships Experience leading and developing tax professionals Motivated by long-term leadership and ownership opportunity CPA preferred, but not required What Sets This Apart: Clear, defined path to ownership Option to bring a book of business or inherit one Flexibility to structure weekly and annual schedules Ability to bring trusted team members with remote flexibility after transition Strategic post tax season transition