Sean Carlson

Tax Director

finance and administration

Since 2016

image of Sean Carlson

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. 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 : 1335 logo

Certified Public Accountant, State of California

CA Board of Accountancy : 308 logo

Golden Gate University

Master of Science in Taxation : 309 logo

North Park University

Bachelor of Science in Accounting