Tax Team Lead

Haystack Consultants

$75K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in preparing individual and business tax returns
  • Solid knowledge of federal and California tax regulations
  • Ability to work independently with accuracy
  • Strong client communication skills
  • Prior experience in a CPA firm or tax practice preferred
  • Leadership mindset with a focus on team success
  • CPA or EA designation is a plus but not necessary

Responsibilities

  • Prepare and review various federal and California tax returns
  • Handle complex individual returns, including 1040s with multiple Schedules
  • Prepare business tax returns such as 1120, 1120-S, and 1065
  • Assist with payroll-related forms like W-2s and 1099s
  • Review client financial records for accuracy
  • Reconcile income, expenses, and supporting schedules
  • Communicate directly with clients for information gathering and inquiries
  • Stay updated on tax law changes affecting clients

Benefits

  • Competitive compensation and benefits package
  • Established firm with a stable client base
  • Positive, team-oriented work environment
  • Recognition and appreciation from leadership
  • Diverse exposure to a wide range of tax matters
  • Potential for career growth into higher responsibilities
  • Local presence within the Fresno community
Full Job Description
Tax Team Lead

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

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.
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.

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