Tax Manager

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

Benefits offered by this job

401(k) with profit sharing

Generous PTO

Job summary

Brewer Morris seeks a Generalist Tax Manager or Tax Senior Manager for its Stockton, CA team, blending client leadership with hands-on tax work in a hybrid setup.

You'll review returns, manage planning and compliance, mentor staff, and maintain key client relationships while collaborating with audit and accounting on engagements; CPA required, 5+ years of public accounting tax experience, Thomson Reuters software proficiency.

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 is required and active.

Responsibilities

• Manage and review federal and state tax returns for individuals, partnerships, S corps, trusts and non-profits.
• 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 senior associates.
• Ensure compliance with tax regulations and firm standards.
• Collaborate with audit and accounting teams across engagements.

Skills

Generalist tax

Client relationships

Mentoring staff

Tax planning

Quality review

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