Manager – Tax Preparer

Manager – Tax Preparer

Location: Stockton, CA (Hybrid or On-site)

About the Opportunity

We are seeking an experienced Tax Manager with deep expertise in trusts, estates, and complex partnership taxation. This role is ideal for a highly technical tax preparer ready to take a leadership position within a collaborative and high-performing public accounting team.

Key Responsibilities

·      Prepare and review complex tax returns for trusts, estates, partnerships, and high-net-worth individuals

·      Provide tax planning and consulting services for a diverse client base

·      Lead client engagements from start to finish, including managing deliverables and communications

·      Mentor and review work of junior staff and senior accountants

·      Stay current on federal and state tax laws relevant to fiduciary and partnership taxation

·      Work closely with partners and clients on tax strategies and compliance matters

·      Help manage workload during peak tax seasons with a focus on accuracy and timeliness

Qualifications

·      10+ years of public accounting experience, with a focus on tax preparation and review

·      Strong technical knowledge in trust/estate taxation and complex partnerships

·      CPA license or EA designation highly preferred

·      Excellent written and verbal communication skills

·      Proficiency in tax software and Microsoft Office Suite

·      Proven ability to manage multiple priorities and meet deadlines

Compensation & Benefits

·      Competitive salary based on experience

·      Health insurance and retirement plan options

·      Flexible schedule (potential for hybrid work setup)

·      Collaborative team environment with long-term career growth potential