Tax Manager, CPA

Wertz & Associates; Fresno (CA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible hybrid scheduling

Continuing education support

Professional development opportunities

Industry specialization training

Collaborative team environment

Leadership development initiatives

Strong advancement potential

Competitive compensation package

Performance-based bonus opportunities

Job summary

Wertz & Associates, a respected CPA and advisory firm serving California's Central Valley, seeks a Tax Manager to join its leadership team in Fresno. You will lead tax advisory, planning, and client relationships for real estate, agriculture, construction, nonprofit, family-owned, and high-net-worth clients.

The role blends technical tax expertise with leadership, staff development, and strategic business guidance, offering a clear path to senior leadership and partnership responsibilities in a

Qualifications

• 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.

Responsibilities

• Develop proactive tax planning strategies for clients.
• Build and maintain long-term client relationships.
• Review complex individual, partnership, corporate, and trust returns; ensure compliance.
• Lead and mentor staff, foster collaboration and development.
• Support business development and growth initiatives.

Skills

Leadership

Tax planning

Client relationships

Communication

Education

Bachelor's degree in Accounting or related field

CPA license

Job description

Tax Manager,CPA

Tax Advisory | Client Relationships | Industry Specialization | Leadership Opportunity

Compensation: $120,000 - $160,000 Base + Performance Bonus Opportunities

Location: Fresno, California
Schedule: Flexible Hybrid

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.

Why This Opportunity Stands Out

• $120,000 - $160,000 base salary
• Performance-based bonus opportunities
• Flexible hybrid work environment
• Established and highly respected CPA and advisory firm
• Strong client relationships and advisory-focused work
• Opportunity to specialize within key industries
• Direct access to firm leadership
• Strong mentorship and professional development culture
• Leadership responsibilities and team development
• Clear path toward Senior Manager and Partner opportunities
• Collaborative and team-driven environment

About the Firm

Our client is a well-established CPA and advisory firm that has built a strong reputation throughout California's Central Valley by helping businesses and individuals navigate increasingly complex financial and tax matters.

The firm serves clients across a variety of industries, including:

• Real Estate
• Agriculture
• Construction
• Nonprofit Organizations
• Family-Owned Businesses
• High-Net-Worth Individuals

The firm's culture is centered around education, collaboration, innovation, and long-term client relationships. Team members are encouraged to identify industry niches, develop expertise, and become trusted advisors within their markets.

The Opportunity

As a Tax Manager, you'll oversee client engagements while serving as a strategic advisor to business owners and individuals.

You’ll gain exposure to:

• Individual Taxation
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Estate & Trust Taxation
• Multi-Entity Structures
• Tax Planning & Strategy
• Business Consulting Services
• Client Relationship Management
• Team Leadership & Development

This role offers a strong combination of technical tax expertise, leadership, consulting, and client advisory responsibilities.

Key Responsibilities

Tax Advisory & Planning

• Develop proactive tax planning strategies for clients
• Help clients achieve long-term business and financial goals
• Research complex tax issues and provide recommendationsIdentify tax-saving opportunities and planning initiatives
• Stay current on changing tax laws and regulatory developments

Client Relationship Management

• 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

Tax Compliance & Review

• 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

Leadership & Staff Development

• 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

Practice Growth

• 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

Qualifications

Required

• 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

Preferred

• 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

Who Thrives Here?

The ideal candidate:

• Enjoys helping clients solve complex problems
• Wants meaningful client interaction
• Takes pride in developing and mentoring professionals
• Values long-term relationships over transactional work
• Enjoys building specialized industry expertise
• Wants a clear path toward future leadership opportunities
• Thrives in a collaborative and growth-oriented environment

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 Makes This Opportunity Different?

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

This opportunity provides meaningful exposure to tax planning, consulting, client advisory services, industry specialization, leadership development, and strategic business guidance. You'll work directly with business owners and decision-makers while helping shape both client success and the future growth of the firm.

The combination of client impact, technical complexity, leadership opportunities, and advancement potential makes this an exceptional 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 expertise, and a commitment to long-term client relationships. Through strong leadership, continuous learning, and a collaborative culture, the firm provides professionals with the tools and opportunities needed to build rewarding and successful careers.

If you're a Tax Manager, Senior Tax Manager, or experienced public accounting professional seeking greater client impact, leadership opportunities, and long-term career growth, we'd love to speak with you confidentially.