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Tax Supervisor

Job in San Bernardino, San Bernardino County, California, 92409, USA
Listing for: Wertz & Associates
Full Time position
Listed on 2026-10-14
Job specializations:
  • Accounting
    Tax Advisor, Tax Manager, Public Accounting, Accounting & Finance
  • Finance & Banking
    Tax Advisor, Tax Manager, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 105000 - 135000 USD Yearly USD 105000.00 135000.00 YEAR
Job Description & How to Apply Below

Tax Supervisor Public Accounting | Tax Planning | Business Advisory

Compensation: $105,000-$135,000+ Base + Bonus Opportunities

Location: San Bernardino, California

Schedule: Full-Time

Our client, a respected and growing Southern California CPA firm, is seeking an experienced Tax Supervisor to join its tax practice.

This is an excellent opportunity for a tax professional looking to expand their leadership responsibilities while working closely with business owners, entrepreneurs, and high-net-worth individuals on tax planning, compliance, and advisory services.

The firm has built its reputation on personalized client service, technical expertise, and long-term relationships. Team members are encouraged to take an active role in client advisory work while continuing to develop their technical and leadership skills.

Why This Opportunity Stands Out
  • Competitive compensation and bonus opportunities
  • Strong focus on tax planning and client advisory services
  • Direct interaction with business owners and decision-makers
  • Established and growing CPA firm
  • Clear career path toward Tax Manager
  • Diverse client base and challenging engagements
  • Collaborative team environment
  • Ongoing professional development support
Key Responsibilities Tax Compliance & Review
  • Review individual, partnership, S-corporation, and corporate tax returns
  • Ensure compliance with federal, California, and local tax regulations
  • Review supporting work papers and documentation
  • Assist with tax notices and tax authority inquiries
  • Maintain high standards of technical accuracy
Tax Planning & Advisory
  • Assist clients with proactive tax planning strategies
  • Identify tax-saving opportunities
  • Research and resolve complex tax matters
  • Assist with projections and consulting engagements
  • Help clients navigate complex California tax issues
Client Service
  • Build and maintain strong client relationships
  • Communicate directly with business owners and individuals
  • Provide timely responses to client questions
  • Participate in planning discussions and advisory meetings
  • Deliver exceptional client service throughout the year
Leadership
  • Review work prepared by staff accountants and seniors
  • Mentor and develop junior team members
  • Assist with workflow management and engagement scheduling
  • Support managers and partners on larger engagements
Qualifications Required
  • CPA or EA designation
  • 4+ years of public accounting tax experience
  • Strong California tax experience
  • Experience preparing and reviewing business and individual tax returns
  • Knowledge of pass-through entities and business taxation
  • Strong communication and client-service skills
  • Ability to manage multiple projects and deadlines
Preferred
  • Supervisory experience
  • Tax planning experience
  • Experience working with closely held businesses
  • Strong client-facing advisory background
Who Thrives Here?

The ideal candidate:

  • Enjoys working directly with business owners
  • Wants increased leadership responsibility
  • Enjoys mentoring staff
  • Has a passion for tax planning and problem-solving
  • Values relationship-driven client service
  • Is looking for a long-term career path within public accounting
Benefits
  • Competitive compensation package
  • Performance-based bonus opportunities
  • Health benefits
  • Professional development support
  • Continuing education assistance
  • Collaborative team environment
  • Advancement opportunities
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