Tax - Team Lead

Haystack Consultants

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

Qualifications

  • 5-7 years of experience in tax preparation for individuals and businesses
  • Proficient in handling a range of tax returns from simple to complex
  • Experience mentoring junior staff without being forced into formal management
  • Detail-oriented with strong organizational capabilities
  • Client-centric with effective communication skills
  • Desire for long-term career growth within a supportive team

Responsibilities

  • Prepare individual, partnership, and business tax returns
  • Act as the primary client contact for assigned cases
  • Guide and support junior tax staff with their inquiries
  • Research and apply federal and state tax regulations
  • Collaborate with the tax team to ensure workflow efficiency and meet deadlines

Benefits

  • Competitive pay and bonus structure
  • Comprehensive benefits package
  • Emphasis on long-term stability
  • Opportunity for meaningful tax work without excessive pressure
  • Supportive and collaborative workplace culture
Full Job Description
Tax - Team Lead

Full-Time | Competitive Pay + Bonus | Full Benefits | Long-Term Stability

If you're a tax professional who enjoys preparing quality returns and working with good people (not office politics), this could be the role you've been looking for.

Our client, a respected and financially strong CPA firm, is adding a Tax Team Leader to support continued growth. This is a hands-on tax role where your experience is valued, your workload is reasonable, and your day-to-day focus stays where it belongs-on tax work, not unnecessary admin or chaos.

You'll prepare individual and business returns, work directly with clients, and serve as a go-to resource for less experienced staff-without being pushed into a formal management track unless you want it.
What You'll Be Doing
  • Prepare individual, partnership, and business tax returns ranging from straightforward to more complex
  • Act as a primary contact for assigned clients, ensuring accuracy and a high level of service
  • Support and guide junior tax staff as questions arise
  • Research tax issues and apply current federal and state regulations
  • Collaborate with the team to keep workflows smooth and deadlines manageable
What Will Help You Succeed
  • Solid experience preparing individual and business tax returns
  • Several years of hands-on tax work (CPA not required)
  • Comfort assisting or reviewing work completed by others
  • Strong attention to detail and organizational skills
  • A steady, client-focused approach and clear communication style
  • Interest in long-term growth within a supportive firm
The Bottom Line

This is a great opportunity for a tax professional who wants:
  • Meaningful tax work without constant pressure
  • A collaborative, people-first environment
  • Stability, growth, and respect for their experience

If you're ready for a role that values quality, balance, and professionalism, we'd love to connect.
All inquiries are confidential.

Similar Jobs

More Jobs at Haystack Consultants

  • Assurance Director
    $120K — $165K *
    Fresno, CA 93722 (Fresno County)
    Legal & Accounting
    In-Person
  • Tax - Team Lead
    $75K — $95K *
    Fresno, CA 93722 (Fresno County)
    Legal & Accounting
    In-Person
  • Tax Team Lead
    $75K — $95K *
    Fresno, CA 93722 (Fresno County)
    Legal & Accounting
    In-Person
  • Senior Auditor
    $75K — $95K *
    Fresno, CA 93722 (Fresno County)
    Legal & Accounting
    In-Person
  • Real Estate Acquisitions Analyst
    $90K — $120K *
    Santa Rosa, CA 95403 (Sonoma County)
    Real Estate & Construction
    In-Person

More Legal & Accounting Jobs

Find similar Tax - Team Lead jobs: