Tax Team Lead
On-siteFresno, California, United States
Job Summary
Prepare and review federal and California tax returns, including complex individual 1040s and business filings such as 1120, 1120-S, and 1065. Handle payroll-related forms like W-2s and 1099s while reviewing client financial records for accuracy and reconciling income and expenses. Communicate directly with clients to gather information and answer questions, staying current on tax law updates for individuals and closely held businesses. Guide workflow and support teammates during busy season. This hands-on role within a respected Fresno CPA firm offers broad exposure to individual and business tax matters in a collaborative, team-first environment with loyal long-term clients.
Required Qualifications
- 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
Desired Qualifications
- Prior experience in a CPA firm or tax practice preferred
- Leadership mindset with willingness to help others succeed
- CPA or EA
- Experience preparing returns
- Helping clients
- Being a go-to resource for the team
- Variety
- Responsibility
- Being trusted to manage important work
- Tax knowledge
- Organization
- Client service skills
- Experience matters
- Loyal long-term clients
- Collaborative team
- Work-life balance
- Room to grow
- 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
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