Experienced Tax Manager / Sr Manager – Public Accounting (Rocklin, CA | Hybrid)

Job Overview

We are a growing, California-based CPA firm (offices in San Jose, Rocklin, South San Francisco) specializing in tax compliance, tax planning, and business advisory services for high‑net‑worth individuals as well as closely held businesses and Trusts.

We started in 2012 and have a team of over 20. Our team‑oriented culture emphasizes high‑quality work, practical planning, and strong client relationships - while maintaining a strong focus on work‑life balance that we believe separates us from most firms.

We are seeking an experienced Tax Manager / Sr. Manager to lead client engagements, prepare / review complex returns, and mentor staff in a fast‑paced but supportive public accounting environment. You will primarily work with high net-worth individuals, S‑corporation, partnership, C‑corporation, and trust tax returns, along with proactive planning for clients.

Responsibilities

• Manage a portfolio of business and individual tax clients, serving as primary point of contact and trusted advisor.
• Review complex federal and multi‑state returns (i.e. - Forms 1040, 1120, 1120‑S, 1065, 1041).
• Lead tax planning engagements.
• Research and resolve complex tax issues; communicate findings clearly to clients and team members.
• Supervise, train, and mentor staff; provide clear review comments and help them develop technically and professionally.
• Participate in process improvements, technology adoption, and firm initiatives to increase efficiency and client service.

Requirements

• Proven experience in public accounting with a strong background in tax preparation, planning, and compliance.
• Experience with specialized areas such as equity compensation (options, RSU's, ESPP), real estate investors, estate planning.
• In-depth knowledge of accounting principles such as double entry bookkeeping, debits & credits, and general ledger reconciliation.
• Effective communication skills for client communication.
• CPA certification preferred.
• Join us to elevate your career by working on challenging projects that make a real impact! We value innovation, integrity, and professional growth—if you’re ready to take your expertise to the next level in a vibrant environment dedicated to excellence in public accounting, we want to hear from you!

Pay: $120,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Health insurance
• Paid time off

Experience:

• Tax: 3 years (Required)

License/Certification:

• CPA (Preferred)

Location:

• Rocklin, CA 95677 (Preferred)

Work Location: Hybrid remote in Rocklin, CA 95677