Tax Manager

Job Description

Job Description

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 :

• 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 :

Experience / Training :

Salary Range : $95,000 - $125,000

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