Partner Track Tax Manager

Wertz & Associates; Fresno (CA); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Performance-based bonus

Hybrid work arrangement

Job summary

Wertz & Associates in Fresno, California, seeks a Partner Track Tax Manager to join its leadership team. The role offers a base salary of $140,000 to $190,000 plus performance bonus and a Partner Track opportunity.

The position emphasizes leadership, client advisory involvement, and long-term career growth within a respected CPA and advisory practice serving real estate, agriculture, and high-net-worth clients.

Qualifications

• Active CPA license
• 5-7+ years in public accounting tax
• Experience reviewing complex individual and business tax returns
• Strong tax planning and advisory experience
• Experience supervising staff and managing client engagements
• Excellent client relationship management skills
• Strong communication and leadership abilities

Responsibilities

• Develop proactive tax planning strategies for business and individual clients
• Research and resolve complex tax matters
• Provide strategic consulting and business advisory services
• Identify opportunities to improve tax efficiency and minimize risk
• Assist clients in achieving long-term financial goals
• Supervise, mentor, and develop tax professionals
• Review and oversee complex tax engagements
• Support recruiting and retention initiatives
• Foster a collaborative, team-oriented environment
• Participate in business development and growth initiatives
• Contribute to succession planning and leadership development

Skills

Active CPA license

Public accounting tax experience

Tax return review

Job description

Partner Track Tax Manager

Tax Advisory | Real Estate | Agriculture | Future Equity Opportunity

Compensation: $140,000 - $190,000 Base + Performance Bonus + Partner Track

Location: Fresno, California
Schedule: Flexible Hybrid

Our client, a highly respected CPA and advisory firm serving California's Central Valley, is seeking an experienced Partner Track Tax Manager to join its leadership team.

This is more than a Tax Manager position.

It's an opportunity to join a firm that has built its reputation on deep client relationships, industry specialization, technical excellence, and a commitment to developing future leaders from within.

The firm's leadership has spent decades building a highly respected practice serving privately held businesses, family-owned companies, high-net-worth individuals, and industry leaders throughout California. As the firm continues to grow, they are actively seeking future leaders who want to play a meaningful role in shaping the next chapter of the organization.

If you're looking for a long-term opportunity where your contributions matter, your expertise is valued, and partnership is a realistic goal rather than just a promise, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $140,000 - $190,000 base salary
• Performance-based bonus opportunities
• Clear Partner Track opportunity
• Established and highly respected CPA and advisory firm
• Strong succession planning and leadership development
• Significant client-facing and advisory responsibilities
• Opportunity to specialize within industry niches
• Collaborative culture built around mentorship and development
• Direct access to firm leadership and decision-makers
• Flexibility and strong work-life integration
• Long-term career stability and growth

About the Firm

Our client has developed a reputation throughout California's Central Valley for delivering exceptional service, innovative solutions, and industry-specific expertise.

The firm serves a diverse client base with notable strength in:

• Real Estate
• Agriculture
• Construction
• Nonprofit Organizations
• Family-Owned Businesses
• High-Net-Worth Individuals
• Entrepreneurial and Growth-Oriented Companies

The firm encourages professionals to develop industry specialization and become true subject matter experts. Team members are actively supported in continuing education, industry involvement, leadership development, and technical training.

Their culture emphasizes:

• Long-term client relationships
• Open communication
• Collaboration and mentorship
• Continuous learning
• Technical excellence
• Innovation and problem-solving

The Opportunity

As a Partner Track Tax Manager, you'll serve as a trusted advisor to clients while helping lead tax engagements, mentor staff, and contribute to the continued growth of the practice.

You'll gain exposure to:

• Individual Taxation
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Multi-Entity Structures
• Estate & Trust Planning
• Tax Advisory Services
• High-Net-Worth Tax Planning
• Business Consulting
• Practice Development Initiatives

This position offers a strong blend of technical leadership, client advisory work, staff development, and strategic firm involvement.

Key Responsibilities

Tax Advisory & Planning

• Develop proactive tax planning strategies for business and individual clients
• Research and resolve complex tax matters
• Provide strategic consulting and business advisory services
• Identify opportunities to improve tax efficiency and minimize risk
• Assist clients in achieving long-term financial goals

Client Relationship Management

• Serve as a trusted advisor to key client relationships
• Develop and maintain long-term client partnerships
• Participate in client meetings and strategic planning discussions
• Deliver exceptional client service and responsiveness
• Identify opportunities to expand services and strengthen relationships

Leadership & Staff Development

• Supervise, mentor, and develop tax professionals
• Review and oversee complex tax engagements
• Provide technical guidance and coaching
• Support recruiting and retention initiatives
• Foster a collaborative, team-oriented environment

Practice Growth & Firm Leadership

• Participate in business development initiatives
• Help identify opportunities for practice growth
• Support strategic initiatives within the firm
• Contribute to succession planning and long-term leadership development
• Play an active role in the future direction of the practice

Qualifications

Required

• Active CPA license
• 5-7+ years of public accounting tax experience
• Experience reviewing complex individual and business tax returns
• Strong tax planning and advisory experience
• Experience supervising staff and managing client engagements
• Excellent client relationship management skills
• Strong communication and leadership abilities

Preferred

• Real estate industry experience
• Agriculture industry experience
• Construction industry experience
• Experience serving family-owned businesses
• High-net-worth tax planning experience
• Business development experience

Who Thrives Here?

The ideal candidate:

• Wants a realistic path to partnership
• Enjoys advising business owners and entrepreneurs
• Values strong client relationships
• Enjoys mentoring and developing people
• Wants to become a recognized industry expert
• Takes ownership of client outcomes
• Is entrepreneurial and growth-minded
• Thrives in a collaborative environment

What Makes This Opportunity Different?

Many Tax Manager positions focus primarily on compliance and return review.

This opportunity offers meaningful involvement in client advisory services, leadership development, practice growth, and succession planning. You'll have the ability to build deep client relationships, develop niche expertise, mentor future leaders, and play an active role in the long-term future of the firm.

The combination of technical sophistication, industry specialization, leadership responsibility, and a genuine Partner Track opportunity makes this an exceptional career opportunity for an experienced public accounting professional.

About Our Client

Our client is a highly respected CPA and advisory firm known for technical excellence, industry specialization, long-term client relationships, and a commitment to employee growth. Through strong leadership, continuous learning, and a collaborative culture, the firm provides professionals with the resources and support necessary to build rewarding and successful long-term careers.

If you're a Tax Manager, Senior Manager, or experienced public accounting professional seeking a true path toward partnership, we'd love to speak with you confidentially.