About this opportunity
Wertz & Associates lists this Tax Supervisor opportunity in san bernardino, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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 workpapers 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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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.