Tax Manager

Wertz & Associates; San Bernardino (CA); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Health benefits

Professional development support

Continuing education assistance

Collaborative team culture

Long-term advancement opportunities

Performance bonus opportunities

Competitive compensation package

Job summary

Wertz & Associates, a respected Southern California CPA firm, seeks a Tax Manager in San Bernardino. The CPA/EA lead will guide planning, compliance, and advisory services for business owners, with strong client interaction and a clear path to leadership.

The role emphasizes proactive tax planning, team leadership, and delivering high-quality service to a diverse client base across tax periods and notices.

Qualifications

• CPA or EA designation is required.
• 5+ years of public accounting tax experience.
• Strong California tax experience and familiarity with CA regulations.
• Experience reviewing complex business and individual tax returns.
• Strong client-facing and advisory skills with leadership ability.

Responsibilities

• Lead tax planning engagements for business and individual clients.
• Identify proactive tax-saving opportunities and advise on California tax matters.
• Oversee compliance reviews and ensure technical accuracy of returns.
• Mentor tax staff and support engagement management and workflow planning.
• Develop long-term relationships with clients and lead advisory discussions.

Skills

Client-facing skills

Advisory skills

Leadership & mentoring

California tax experience

Tax planning knowledge

Education

CPA designation

EA designation

Job description

Tax Manager

Public Accounting | Tax Planning | Business Advisory

Compensation: $130,000-$170,000+ Base + Bonus Opportunities

Location: San Bernardino, California

Schedule: Full-Time

Our client, a highly respected CPA firm in Southern California, is seeking an experienced Tax Manager to join its growing practice.

This opportunity is ideal for a CPA or EA who enjoys serving as a trusted advisor to business owners while providing tax planning, consulting, compliance oversight, and team leadership.

This role offers significant client interaction, advisory responsibilities, and a clear leadership path within the firm.

Why This Opportunity Stands Out

• Competitive salary and bonus structure
• Strong emphasis on tax planning and advisory services
• Direct interaction with business owners and executives
• Diverse client portfolio
• Leadership and mentoring responsibilities
• Collaborative and entrepreneurial culture
• Long-term growth potential

Key Responsibilities

Tax Planning & Advisory

• Lead tax planning engagements for business and individual clients
• Identify proactive tax-saving opportunities
• Advise clients on California tax matters
• Research and resolve complex tax issues
• Support business consulting and strategic planning initiatives

Tax Compliance

• Review complex individual and business tax returns
• Ensure compliance with federal and California tax regulations
• Oversee engagement quality and technical accuracy
• Assist with tax notices, audits, and other tax authority matters

Client Relationship Management

• Serve as a trusted advisor to clients
• Develop and maintain long‑term business relationships
• Lead planning and advisory discussions
• Deliver exceptional year‑round client service

Leadership

• Mentor and develop tax staff, seniors, and supervisors
• Review work and provide technical guidance
• Assist with engagement management and workflow planning
• Support firm growth initiatives and process improvements

Qualifications

Required

• CPA or EA designation
• 5+ years of public accounting tax experience
• Strong California tax experience
• Experience reviewing complex business and individual tax returns
• Strong understanding of pass‑through entities and business taxation
• Strong client‑facing and advisory skills
• Leadership and mentoring experience

Preferred

• Tax planning expertise
• Experience working with closely held businesses
• Experience managing client relationships
• Prior supervisory or management experience

Who Thrives Here?

The ideal candidate:

• Enjoys building long‑term client relationships
• Wants meaningful advisory responsibilities
• Enjoys mentoring and developing staff
• Values relationship‑driven client service
• Has strong California tax expertise
• Wants a long‑term leadership opportunity

Benefits

• Competitive compensation package
• Performance bonus opportunities
• Health benefits
• Professional development support
• Continuing education assistance
• Collaborative team culture
• Long‑term advancement opportunities