Tax Team Lead
Job Description
**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**
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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**
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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**
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- 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**
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- 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**
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✔ 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**
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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.**
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