Tax Supervisor

Tax Supervisor | Independent CPA Firm | Walnut Creek, CA | $130,000–$160,000 An independent, boutique tax and advisory firm in Walnut Creek is looking for a Tax Supervisor to join a small, experienced team at an exciting point in their growth. This firm is built around long-term client relationships, proactive planning, and a genuine advisory model rather than volume-driven compliance work. Their focus spans individual tax planning, estate planning, retirement distribution strategy, and business tax advisory, with an emphasis on doing meaningful work for clients who trust them with their full financial picture. It's the kind of environment where technical quality and client relationships are genuinely valued. The opportunity This role sits at the intersection of senior production and early management. It's well-suited to a Senior CPA who's been in public accounting for at least 5 years experience and now wants to take real ownership of a client portfolio, lead junior staff, and grow into a management-level contributor. If you've been doing strong work at the Senior level and want more responsibility without the politics of a large firm, this is worth a conversation. You'll be hands‑on with complex returns while also serving as the technical lead for junior staff and the first line of review before Partner sign off. What the role involves: Preparation and review of complex individual and business returns (1040, 1120, 1120‑S, 1065, 990) Ownership of a dedicated client portfolio with direct client contact First‑pass review of junior staff work Proactive tax planning and advisory communication to clients Day‑to‑day technical mentorship of junior CPA staff Identifying planning opportunities across the client base What you'll bring: 5+ years in public accounting, with strong hands‑on prep and review skills Some experience supervising or mentoring junior staff — formal or informal Clear, confident client communication CCH ProSystem fx, Lacerte, or Drake experience preferred California-specific tax knowledge (FTB, franchise tax, S‑corp elections) and HNW individual experience are a plus. Compensation & details $130,000–$160,000 base salary | Full time in‑office | Long term progression available for the right candidate. Not quite the right fit, but exploring what's out there? Get in touch anyway. We work with a range of independent CPA firms across California (San Francisco, San Jose, San Diego, Sacramento, LA) and we're regularly placing at Senior Associate, Manager and Senior Manager level across tax disciplines. Reach out to Louis Fayers (View email address on click.appcast.io) or Sam Croft (View email address on click.appcast.io) to schedule a conversation. #J-18808-Ljbffr