Tax Team Lead

Tax Team Lead Haystack Consultants Fresno, CA Job Details Full-time $32.50 - $45.00 an hour 1 day ago Qualifications Customer communication Financial data reconciliation CPA Public accounting Corporate tax return preparation Mid-level Customer inquiry handling Client services Partnership tax return preparation Accounting firm experience Enrolled Agent Communication skills Full Job Description Tax Team Lead 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.