Tax Principal

A well‑established public accounting firm specializing in UHNW/HNW clients and multifamily/commercial real estate is seeking a Tax Principal (Non‑Equity Partner) to join their leadership team. This opening is due to a planned Tax Partner retirement in June, creating a clear and immediate succession opportunity for a seasoned tax leader.

The ideal candidate brings strong technical depth, stability, and proven experience reviewing complex real estate and partnership returns. The firm has a highly collaborative culture—critical for a team with significant remote flexibility—and completes over 3,000+ returns annually
, offering a high‑volume, high‑impact leadership seat.

• Direct path to Equity Partner with a defined succession plan
• Lead a highly specialized real estate-focused tax practice
• Strong compensation package and long‑term stability
• Collaborative, experienced team with low turnover

• Bonus: Discretionary, paid twice annually (May & January)
• Bonus Structure: Shared directly during interview process
• Equity Vesting: 3‑year schedule (fully vested at 3 years)
• 1031 exchanges
• Debt‑financed distributions
• Step‑up in basis
• 709 gift tax returns

• Complex 1040 review experience

• IRS & state notices, audit support, and resolution work

• 10+ years of tax experience (public accounting preferred)
• Strong technical review capabilities
• Highly collaborative, comfortable leading partly remote teams
• Ideally local to Southern California, but remote candidates encouraged to apply