Sean Carlson

Tax Director

finance and administration

Since 2016

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Focus Area

Tax

Experience

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. Previous to Kleiner Perkins, 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.

Education

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Certified Public Accountant, State of California

CA Board of Accountancy

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Golden Gate University

Master of Science in Taxation

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North Park University

Bachelor of Science in Accounting