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Job Description
Salary range: $225,000 - $275,000 per year, commensurate with experience Bonus opportunity: Up to 30% of base salary, with additional upside for originated revenue
Benefits:
$500/month healthcare contribution, 401(k) with 3% safe harbor employer contribution, minimum four weeks PTO, paid holidays, CPA dues, CPE budget, relocation assistance, and hybrid flexibility
Location:
San Juan Capistrano, CA Schedule:
Hybrid This is a senior leadership role with a clear, time-boxed path to ownership. We are hiring our next firm partner. About Prescott Tax & Wealth Management Founded in 1997, Prescott Tax & Wealth Management (PTWM) is a boutique tax and wealth advisory firm headquartered in San Juan Capistrano, midway between San Diego and Los Angeles. We serve high-net-worth individuals, families, and privately held businesses through a fully integrated platform that includes tax planning and compliance, wealth management, financial and retirement planning, benefits, and insurance. Our team of 15 professionals brings more than 250 years of combined experience and a culture that takes the work seriously, but not itself. The integration of tax and wealth under one roof is unusual in our market, and it is the engine behind both our client outcomes and our partners' economics. The Opportunity We are seeking a Tax Principal to run our tax practice alongside the firm's founder and managing partner. This person will own the day-to-day management of the tax practice, hold ultimate review and sign-off authority on client returns, lead the tax team, and serve as the firm's most senior client-facing tax advisor. This is an explicit partner-track opportunity. The right candidate will have a defined path to equity ownership within three to five years based on performance, with a clear framework around book of business, profitability, client leadership, and team contribution. Because PTWM combines tax and wealth management under one roof, this role is broader than a traditional Tax Principal position. You will have the opportunity to advise clients across their full financial picture, not just their tax return. That integrated advisory model is what differentiates this role and shapes the long-term economics for the partner who helps build the practice. What You'll Do Serve as the lead tax advisor to high-net-worth clients on planning, compliance, and strategy Hold ultimate review and sign-off authority on individual, partnership, and S-corporation returns Manage the tax practice end-to-end, including workflow, capacity planning, quality control, engagement economics, and busy-season execution Provide expertise in flow-through taxation, estate and gift planning, and wealth transfer strategy Identify proactive, multi-year tax planning opportunities, not just reactive compliance work Lead, mentor, and grow the tax team Partner with the wealth management team to deliver integrated tax and financial planning solutions Contribute to firm leadership, practice development, and long-term strategic initiatives Build and protect long-term client relationships through exceptional, personalized service Stay current on tax law changes and translate them into actionable client advice What You'll Bring CPA required EA considered with a strong technical background 10+ years of progressive tax experience Meaningful depth in flow-through entities, including partnerships and S-corporations Strong experience with high-net-worth individual taxation Estate and gift tax experience strongly preferred Proven ability to develop and maintain client relationships Strong leadership, communication, and mentoring skills Prior experience at a boutique tax advisory firm, wealth management firm, or public accounting firm serving similar clients Master's in Taxation is a plus, but not required Working knowledge of Lacerte and QuickBooks helpful Entrepreneurial mindset - you want to own a piece of what you build, not just collect a paycheck Compensation and Benefits Base salary: $225,000 - $275,000 per year, commensurate with experience. The range reflects the spread between a strong step-up candidate and a proven, partner-ready hire. We will pay at the top of the range for the right person.
Performance bonus:
Up to 30% of base salary, tied to firm profitability, book growth, client retention, and team leadership. Additional upside is available on originated revenue.
Equity / ownership track:
Defined three- to five-year, performance-based path to equity partnership.
Integrated practice economics:
Compensation participates in the full advisory relationship you help build with each client, not just the tax engagement. Additional Benefits Include $500/month employer contribution toward healthcare coverage 401(k) with 3% safe harbor employer contribution Minimum four weeks PTO plus paid firm holidays CPA license fees and dues CPE budget Paid relocation assistance for the right candidate Hybrid schedule with in-office presence and genuine remote flexibility Why This Role Is Different We are hiring the person who will help us run, grow, and eventually own the next chapter of this firm. If you have spent a decade building someone else's practice and are ready to build your own equity, we should talk. Three Reasons Strong Candidates Choose PTWM Integrated platform Tax and wealth management under one roof, which creates deeper client relationships and a broader advisory role than you will typically find at a pure tax firm. Boutique, sophisticated client base Challenging planning work without the bureaucracy of a large firm. Written, time-boxed path to partner
Pay:
$225,000.00 - $275,000.00 per year
Benefits:
401(k) 401(k) matching Continuing education credits Dental insurance Flexible schedule Health insurance License reimbursement On-the-job training Opportunities for advancement Paid sick time Paid time off Profit sharing Relocation assistance Retirement plan Application Question(s): Are you willing to take a drug test, in accordance with local law/regulations? Ability to
