Tax Manager

Brewer Morris; Stockton (CA); Hybrid; USD 120,000 - 185,000; Full time

Benefits offered by this job

401(k) with 5% profit sharing

Unlimited PTO (Manager level+)

CPE reimbursements and license renews

Hybrid work

Job summary

Brewer Morris in Stockton, CA is seeking a Generalist Tax Manager or Tax Senior Manager to join our boutique CPA firm in a hybrid role. This position offers exposure to a diverse client base, leadership responsibilities, and opportunities to mentor staff while staying involved in technical work.

You will manage returns for individuals, partnerships, S corporations, trusts, and nonprofits; lead planning, extensions, estimates, and compliance; and collaborate across audit and accounting teams.

Qualifications

• 5+ years of public accounting tax experience.
• Strong generalist tax background across multiple entity types.
• Experience with high-net-worth individuals and closely held businesses.
• CPA license required.
• Proficiency with Thomson Reuters tax software.
• Strong communication and leadership skills.

Responsibilities

• Manage and review a broad range of federal and state tax returns for individuals, partnerships, S corporations, trusts, and non-profits.
• Oversee tax planning, extensions, estimates, and compliance matters.
• Serve as a primary point of contact for clients and maintain long-term relationships.
• Lead, train, and mentor staff and seniors.
• Ensure compliance with tax regulations and firm standards.
• Collaborate with audit and accounting teams across client engagements.

Skills

Tax generalist

Client management

Staff mentoring

Tax research

Education

CPA license

Job description

Job Title: Tax Manager or Tax Senior Manager (Generalist)

Location: Stockton, CA (Hybrid)

Overview

A well‑established, full‑service Boutique CPA firm (25 professionals) in Stockton, CA is seeking a Generalist Tax Manager or Tax Senior Manager to join its growing team. This hybrid opportunity offers exposure to a diverse client base, a collaborative and supportive culture, and a clear path for continued career advancement.

This role is ideal for a hands‑on tax professional who enjoys managing client relationships, reviewing complex returns, and mentoring staff while remaining involved in technical work.

Key Responsibilities

• Manage and review a broad range of federal and state tax returns, including individuals, partnerships, S corporations, trusts, and non‑profits
• Oversee tax planning, extensions, estimates, and compliance matters
• Serve as a primary point of contact for clients and maintain long‑term relationships
• Lead, train, and mentor staff and seniors
• Ensure compliance with tax regulations and firm standards
• Collaborate with audit and accounting teams as needed across client engagements

Qualifications

• 5+ years of public accounting tax experience
• Strong generalist tax background across multiple entity types
• Experience working with HNW individuals and closely held businesses
• CPA license required
• Proficiency with Thomson Reuters tax software
• Strong communication and leadership skills
• Base Salary: $120,000 to $185,000
• 401(k) with 5% profit sharing
• Generous PTO (unlimited for Manager level and above)
• Paid CPE and license renewals
• Hybrid work model and flexible environment