Tax Supervisor

Wertz & Associates; San Bernardino (CA); On-site; USD 105,000 - 135,000; Full time

Benefits offered by this job

Health benefits

Professional development support

Continuing education assistance

Collaborative team environment

Advancement opportunities

Bonus opportunities

Job summary

Wertz & Associates, a growing Southern California CPA firm, seeks a Tax Supervisor to lead tax compliance and advisory work for diverse clients in San Bernardino, CA.

You will supervise staff, review returns, and develop proactive tax planning with business owners and high-net-worth individuals, advancing toward Tax Manager as you expand leadership responsibilities.

Qualifications

• CPA or EA designation required.
• 4+ years of public accounting tax experience.
• Strong California tax experience.
• Experience preparing and reviewing business and individual tax returns.
• Knowledge of pass-through entities and business taxation.
• Strong communication and client-service skills.
• Ability to manage multiple projects and deadlines.

Responsibilities

• Tax Compliance & Review: review returns for individuals, partnerships, S-corporations and corporations, ensuring federal, CA and local compliance.
• Tax Planning & Advisory: assist with proactive planning strategies and advisory engagements; identify tax-saving opportunities.
• Client Service: build relationships with business owners and individuals; respond to questions and participate in planning discussions.
• Leadership: mentor staff, review work, manage workflow and engage scheduling.

Education

CPA or EA designation

Job description

Tax Supervisor

Public Accounting | Tax Planning | Business Advisory

Compensation: $105,000-$135,000+ Base + Bonus Opportunities

Location: San Bernardino, California

Schedule: Full-Time

Our client, a respected and growing Southern California CPA firm, is seeking an experienced Tax Supervisor to join its tax practice.

This is an excellent opportunity for a tax professional looking to expand their leadership responsibilities while working closely with business owners, entrepreneurs, and high-net-worth individuals on tax planning, compliance, and advisory services.

The firm has built its reputation on personalized client service, technical expertise, and long-term relationships. Team members are encouraged to take an active role in client advisory work while continuing to develop their technical and leadership skills.

Why This Opportunity Stands Out

• Competitive compensation and bonus opportunities
• Strong focus on tax planning and client advisory services
• Direct interaction with business owners and decision-makers
• Established and growing CPA firm
• Clear career path toward Tax Manager
• Diverse client base and challenging engagements
• Collaborative team environment
• Ongoing professional development support

Key Responsibilities

Tax Compliance & Review

• Review individual, partnership, S-corporation, and corporate tax returns
• Ensure compliance with federal, California, and local tax regulations
• Review supporting workpapers and documentation
• Assist with tax notices and tax authority inquiries
• Maintain high standards of technical accuracy

Tax Planning & Advisory

• Assist clients with proactive tax planning strategies
• Identify tax-saving opportunities
• Research and resolve complex tax matters
• Assist with projections and consulting engagements
• Help clients navigate complex California tax issues

Client Service

• Build and maintain strong client relationships
• Communicate directly with business owners and individuals
• Provide timely responses to client questions
• Participate in planning discussions and advisory meetings
• Deliver exceptional client service throughout the year

Leadership

• Review work prepared by staff accountants and seniors
• Mentor and develop junior team members
• Assist with workflow management and engagement scheduling
• Support managers and partners on larger engagements

Qualifications

Required

• CPA or EA designation
• 4+ years of public accounting tax experience
• Strong California tax experience
• Experience preparing and reviewing business and individual tax returns
• Knowledge of pass-through entities and business taxation
• Strong communication and client-service skills
• Ability to manage multiple projects and deadlines

Preferred

• Supervisory experience
• Tax planning experience
• Experience working with closely held businesses
• Strong client-facing advisory background

Who Thrives Here?

The ideal candidate:

• Enjoys working directly with business owners
• Wants increased leadership responsibility
• Enjoys mentoring staff
• Has a passion for tax planning and problem-solving
• Values relationship-driven client service
• Is looking for a long-term career path within public accounting

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Health benefits
• Professional development support
• Continuing education assistance
• Collaborative team environment
• Advancement opportunities