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Sean Carlson

Tax Director

Focus Area



Sean Carlson joined Bertram in 2016 as Tax Director, overseeing the firm’s tax function. Prior to joining Bertram, he was Vice President of Finance & Tax at Kleiner Perkins Caufield & Byers. Previous to Kleiner Perkins Caufield & Byers, he was Tax Controller for Legacy Partners and Tax Manager in KPMG, LLP’s federal tax practice, with a focus in the alternative investment industry.


  • Certified Public Accountant, State of California
  • Golden Gate University
  • Master of Science in Taxation
  • North Park University
  • Bachelor of Science in Accounting