Charles M. Horn, JD

Vice President, Client Advisory and Tax

San Francisco, CA

Charles Horn serves as the Vice President and Head of Tax at Whittier Trust, where he oversees the Tax Department responsible for providing clients with timely and accurate tax advice services. In this role, he leads the preparation and review of over 2,000 federal and state fiduciary, partnership, individual, and gift tax returns. Charles thrives on helping clients navigate the ever-changing tax landscape. He has written numerous articles on recent tax law changes, particularly those introduced by the Inflation Reduction Act and the Tax Cuts and Jobs Act.

Prior to his joining Whittier Trust, Charles spent seven years as a tax advisor at Ernst & Young, LLP, San Francisco. During his time there, he played a pivotal role in spearheading the state and local indirect tax response to the new Global Intangible Low-Taxed Income regime.

Charles’ professional journey began in the United States Air Force, where he served as an intelligence officer for nine years. His military service took him to various locations, including deployments to Qatar, Turkey, Kyrgyzstan, and Japan.

He holds a Bachelor of Science degree from the United States Air Force Academy, Class of 2003. Charles earned his Juris Doctor with an emphasis in taxation from the University of California, Los Angeles.

In his personal life, Charles is married to Audrey, and they joyfully welcomed their first son, Charles M. Horn V, in 2023.