Tax Manager

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

Benefits offered by this job

Base Salary: $120,000–$185,000

401(k) with 5% profit sharing

Generous PTO (unlimited for Manager+)

Paid CPE and license renewals

Hybrid work model

Job summary

Brewer Morris in Stockton, CA is seeking a Generalist Tax Manager or Tax Senior Manager to join our boutique CPA firm. This hybrid role focuses on managing diverse returns, mentoring staff, and maintaining strong client relationships, while staying involved in technical work.

Ideal candidates have 5+ years in public accounting tax, a strong generalist background across entities, experience with high-net-worth clients, and a CPA license.

Qualifications

• 5+ years of public accounting tax experience.
• Strong generalist tax background across multiple entity types.
• Experience working with high-net-worth individuals and closely held businesses.
• CPA license is 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 nonprofits.
• Oversee tax planning, extensions, estimates, and compliance matters.
• Serve as 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

Public accounting tax experience

Generalist tax

HNW clients

Client relationships

Leadership

Communication

Education

CPA license

Tools

Thomson Reuters tax software

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