Tax Manager, CPA

Wertz & Associates • Fresno, CA

8d • Hybrid

About The Position

Our client, a highly respected CPA and advisory firm serving California's Central Valley, is seeking an experienced Tax Manager to join its growing leadership team. This is more than a traditional tax management role. It's an opportunity to work closely with business owners, entrepreneurs, family-owned businesses, real estate investors, agricultural operations, construction companies, nonprofit organizations, and high-net-worth individuals while serving as a trusted advisor and helping shape the future of a growing practice. The firm has built its reputation on technical excellence, deep industry knowledge, strong client relationships, and an unwavering commitment to employee development. Professionals are encouraged to develop specialized expertise, build meaningful client relationships, and actively contribute to the firm's continued growth. If you're looking for a leadership opportunity that combines tax planning, advisory services, staff development, and long-term career growth, we'd welcome a confidential conversation.

Requirements

• Bachelor's Degree in Accounting or related field
• CPA license
• 5+ years of public accounting tax experience
• Experience reviewing complex business and individual tax returns
• Strong tax planning and advisory experience
• Experience managing client engagements
• Excellent written and verbal communication skills
• Strong leadership and relationship management abilities

Nice To Haves

• Experience serving real estate clients
• Agriculture tax experience
• Construction industry experience
• Estate and trust taxation experience
• High-net-worth tax planning experience
• Prior supervisory or management experience

Responsibilities

• Develop proactive tax planning strategies for clients
• Help clients achieve long-term business and financial goals
• Research complex tax issues and provide recommendations
• Identify tax-saving opportunities and planning initiatives
• Stay current on changing tax laws and regulatory developments
• Build and maintain long-term client relationships
• Serve as a trusted advisor to business owners and executives
• Participate in strategic planning discussions with clients
• Deliver exceptional responsiveness and service
• Identify opportunities to expand client relationships and services
• Review complex individual, partnership, corporate, and trust returns
• Ensure compliance with federal and state tax regulations
• Oversee engagement quality and accuracy
• Assist with complex tax matters and special projects
• Manage multiple client engagements simultaneously
• Supervise and mentor Senior Accountants and Staff Accountants
• Review work product and provide constructive feedback
• Assist with training and professional development initiatives
• Foster collaboration and accountability throughout the team
• Support recruiting and retention efforts
• Assist with business development initiatives
• Contribute to strategic growth opportunities
• Participate in firm initiatives and leadership discussions
• Help strengthen the firm's industry presence
• Support long-term succession planning and firm development

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible hybrid scheduling
• Continuing education support
• Professional development opportunities
• Industry specialization training
• Collaborative team environment
• Leadership development initiatives
• Strong advancement potential

What This Job Offers

• Job Type: Full-time
• Career Level: Manager