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Partner Track Tax Manager

Job in Fresno, Fresno County, California, 93650, USA
Listing for: Wertz & Associates
Full Time position
Listed on 2026-09-11
Job specializations:
  • Accounting
    Tax Advisor, Tax Manager, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 140000 - 190000 USD Yearly USD 140000.00 190000.00 YEAR
Job Description & How to Apply Below

Partner Track Tax Manager Tax Advisory | Real Estate | Agriculture | Future Equity Opportunity

Compensation: $140,000 - $190,000 Base + Performance Bonus + Partner Track

Location: Fresno, California
Schedule: Flexible Hybrid

Our client, a highly respected CPA and advisory firm serving California's Central Valley, is seeking an experienced Partner Track Tax Manager to join its leadership team.

This is more than a Tax Manager position.

It's an opportunity to join a firm that has built its reputation on deep client relationships, industry specialization, technical excellence, and a commitment to developing future leaders from within.

The firm's leadership has spent decades building a highly respected practice serving privately held businesses, family-owned companies, high-net-worth individuals, and industry leaders throughout California. As the firm continues to grow, they are actively seeking future leaders who want to play a meaningful role in shaping the next chapter of the organization.

If you're looking for a long-term opportunity where your contributions matter, your expertise is valued, and partnership is a realistic goal rather than just a promise, we'd welcome a confidential conversation.

Why This Opportunity Stands Out
  • $140,000 - $190,000 base salary
  • Performance-based bonus opportunities
  • Clear Partner Track opportunity
  • Established and highly respected CPA and advisory firm
  • Strong succession planning and leadership development
  • Significant client-facing and advisory responsibilities
  • Opportunity to specialize within industry niches
  • Collaborative culture built around mentorship and development
  • Direct access to firm leadership and decision-makers
  • Flexibility and strong work-life integration
  • Long-term career stability and growth
About the Firm

Our client has developed a reputation throughout California's Central Valley for delivering exceptional service, innovative solutions, and industry-specific expertise.

The firm serves a diverse client base with notable strength in:

  • Real Estate
  • Agriculture
  • Construction
  • Nonprofit Organizations
  • Family-Owned Businesses
  • High-Net-Worth Individuals
  • Entrepreneurial and Growth-Oriented Companies

The firm encourages professionals to develop industry specialization and become true subject matter experts. Team members are actively supported in continuing education, industry involvement, leadership development, and technical training.

Their culture emphasizes:

  • Long-term client relationships
  • Open communication
  • Collaboration and mentorship
  • Continuous learning
  • Technical excellence
  • Innovation and problem-solving
The Opportunity

As a Partner Track Tax Manager, you'll serve as a trusted advisor to clients while helping lead tax engagements, mentor staff, and contribute to the continued growth of the practice.

You'll gain exposure to:

  • Individual Taxation
  • Partnership Taxation
  • S-Corporation Taxation
  • Corporate Taxation
  • Multi-Entity Structures
  • Estate & Trust Planning
  • Tax Advisory Services
  • High-Net-Worth Tax Planning
  • Business Consulting
  • Practice Development Initiatives

This position offers a strong blend of technical leadership, client advisory work, staff development, and strategic firm involvement.

Key Responsibilities Tax Advisory & Planning
  • Develop proactive tax planning strategies for business and individual clients
  • Research and resolve complex tax matters
  • Provide strategic consulting and business advisory services
  • Identify opportunities to improve tax efficiency and minimize risk
  • Assist clients in achieving long-term financial goals
Client Relationship Management
  • Serve as a trusted advisor to key client relationships
  • Develop and maintain long-term client partnerships
  • Participate in client meetings and strategic planning discussions
  • Deliver exceptional client service and responsiveness
  • Identify opportunities to expand services and strengthen relationships
Leadership & Staff Development
  • Supervise, mentor, and develop tax professionals
  • Review and oversee complex tax engagements
  • Provide technical guidance and coaching
  • Support recruiting and retention initiatives
  • Foster a collaborative, team-oriented environment
Practice Growth & Firm Leadership
  • Participate in business development initiatives
  • Help identify opportunities for practice growth
  • Support strategic initiatives within the firm
  • Contribute to succession planning and long-term leadership development
  • Play an active role in the future direction of the practice
Qualifications Required
  • Active CPA license
  • 5-7+ years of public accounting tax experience
  • Experience reviewing complex individual and business tax returns
  • Strong tax…
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