Tax Team Lead

Tax Team Lead

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Fresno, CA | Full-Time | Established & Growing CPA Firm

Lead Meaningful Tax Work in a Firm That Values People

If you’re an experienced tax professional who enjoys preparing returns, helping clients, and being a go-to resource for the team, this Tax Team Lead opportunity may be exactly what you’ve been looking for.

Join a respected Fresno CPA firm with a strong client base, excellent reputation, and leadership that values quality work over corporate politics. This is a hands-on role where your tax knowledge, organization, and client service skills will be appreciated and where you can play an important role in the success of both clients and the firm.

Why This Opportunity Stands Out

This isn’t a large, impersonal firm where you get lost in the shuffle. Here, your experience matters. You’ll work with loyal long-term clients, a collaborative team, and leadership that respects work-life balance while providing room to grow.

If you enjoy variety, responsibility, and being trusted to manage important work, this is an outstanding career move.

What You’ll Be Doing

Prepare and review a variety of federal and California tax returns

Handle individual returns including complex 1040s with Schedules A, C, D, and E

Prepare business returns including 1120, 1120-S, and 1065 filings

Assist with payroll-related forms including W-2s and 1099s

Review client financial records for accuracy and completeness

Reconcile income, expenses, and supporting schedules

Communicate directly with clients to gather information and answer questions

Stay current on tax law updates impacting individuals and closely held businesses

Help guide workflow and support teammates during busy season

What We’re Looking For

Strong experience preparing individual and business tax returns

Solid knowledge of federal and California tax filings

Ability to work independently while maintaining high accuracy

Strong client communication and professionalism

Prior experience in a CPA firm or tax practice preferred

Leadership mindset with willingness to help others succeed

CPA or EA is welcomed, but not required

What’s Offered

✔ Competitive compensation and benefits

✔ Stable firm with loyal repeat clients

✔ Positive, team-first environment

✔ Leadership that appreciates your contribution

✔ Broad exposure to individual and business tax matters

✔ Opportunity to grow into greater responsibility

✔ Fresno location with established local presence

Confidential Inquiries Welcome

If you’re ready for a tax role where your experience is respected and your work truly matters, we’d like to connect.

Apply today. All inquiries will be handled with strict confidentiality.