Tax Manager

Job Title: Tax Manager (Generalist)

Location: Stockton, CA (Hybrid)

Employment Type: Full‑Time

Overview

A well‑established, full‑service Boutique CPA firm (25 professionals) in Stockton, CA is seeking a Generalist Tax 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.

Industries Served

High‑net‑worth individuals, small to mid‑size businesses, real estate, trust & estates and non-profits.

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

Compensation & Benefits

• Competitive compensation commensurate with experience
• 100% employer‑paid healthcare
• 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

Work Hours

• Busy season: 50–55 hours/week
• Non‑busy season: 40 hours/week