Tax Principal
SR Staffing, WorkFromHome, CA, United States
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.
Why This Opportunity Stands Out
- 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
Compensation & Vesting
- 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
Individual Tax
- Complex 1040 review experience
Tax Controversy
- IRS & state notices, audit support, and resolution work
Candidate Profile
- 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