Tax Manager

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