Smith Marion & Co.
Tax Manager
Redlands, CA - Full Time
At Smith Marion we are a mid-sized firm that values excellent workplace culture and work-life balance. We are seeking an experienced Tax Manager to join our team in the Redlands, CA office. This role offers excellent growth opportunities within a dynamic and collaborative environment.
The ideal candidate will have 6+ years of progressive tax experience, including staff supervision, tax planning, and review of complex returns. A CPA license is required. The candidate should demonstrate a strong technical knowledge of tax law and compliance, excellent leadership skills, and the ability to manage client relationships effectively.
Essential Functions:
Working Conditions:
Experience/Training:
Salary Range:
$95,000 - $125,000
The ideal candidate will have 6+ years of progressive tax experience, including staff supervision, tax planning, and review of complex returns. A CPA license is required. The candidate should demonstrate a strong technical knowledge of tax law and compliance, excellent leadership skills, and the ability to manage client relationships effectively.
Essential Functions:
- Manage and review complex individual, corporate, partnership, and trust tax returns.
- Assume responsibility for tax planning, supervising and completing engagements on time and within budget.
- Review engagement workpapers, resolve any problems, and keep the partner informed of all important developments in the engagement.
- Proficient in firm technology, including Microsoft Office Suite, tax preparation software (CCH Axcess, ProSystem FX), time and billing systems, email, and internet tools.
- Serve as the main point of contact for a designated group of clients.
- Review and respond to IRS and state agency communications on behalf of clients.
- Supervise, mentor, and train tax staff and seniors, providing performance feedback and supporting professional development.
- Participate in strategic planning for client services and firm development efforts.
- Assist with onboarding new clients and identify opportunities to expand services for existing clients.
- Stay current with federal, state, and local tax developments and firm policies.
- Conduct technical research and provide guidance on tax issues and legislation.
- Assist in administrative functions and other duties assigned by the firm’s partners.
Working Conditions:
- Involves working in the firm's office or on the client's premises. Work on the client's premises may require the use of the team member's personal car.
- Must present a positive public image that enhances the client's perception of the employee and the firm as a whole.
- Must represent the company’s values: Grow with Your Team, Lead by Example, Foster Innovation, Challenge Yourself, Fulfill Commitments and Build Expertise.
- Overtime may be required during peak seasons.
Experience/Training:
- CPA or EA license required
- 6+ years progressive tax experience, including 3+ years in management.
- Strong knowledge of federal and multi-state tax compliance and planning.
- Proficiency in tax software, QuickBooks, and Microsoft Office.
- Excellent leadership, communication, and client service skills.
- Ability to manage multiple engagements and meet deadlines.
Salary Range:
$95,000 - $125,000
