07 JUL 2025 / PEOPLE UPDATES

Wheeler Accountants Promotes Nick Satterfield to Partner

- MYCPE ONE Insights Team

Summary

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Wheeler Accountants in San Jose, California, has promoted Nick Satterfield to partner, becoming the first individual in the firm to rise to this position from an intern. Satterfield, who has been a significant contributor to the tax practice of the firm, exemplifies Wheeler Accountants' dedication to growing long-term talent and promoting leaders that embody the firm’s values.

Wheeler Accountants of San Jose, Calif., has announced the promotion of Nick Satterfield to partner, effective July 1. With this appointment, the firm’s partner group expands to eight and marks a significant career milestone for Satterfield Wheeler’s first partner to rise through the ranks beginning as an intern.

Satterfield joined the firm full-time in 2015 after earning a Bachelor of Science in Accounting from Santa Clara University. He went on to earn his CPA license and completed a Master of Science in Taxation at Golden Gate University in 2020. Over the past decade, he has become a key contributor to Wheeler’s tax practice, advising clients across areas such as equity compensation, real estate investments, and retirement planning.

Most recently serving as a senior tax manager, Satterfield has been recognized for his technical expertise, client relationships, and leadership in business development. “Nick is our third ‘home-grown’ partner, and the very first to rise to this distinction starting out as an intern over a decade ago,” noted Matt Wheeler, Managing Partner. “Over the past year in particular, Nick has truly stepped into the role of trusted advisor.”

Wheeler highlighted Satterfield’s role in advancing both client service and internal initiatives. “He exemplifies the attributes we define as essential to partnership at our firm, and his leadership in business growth and team success has been exceptional,” Wheeler said.

Satterfield’s promotion underscores Wheeler Accountants’ commitment to nurturing long-term talent and advancing leaders who embody the firm’s values of technical excellence, innovation, and service-driven growth.

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