Tax Supervisor

Smith Marion & Co.; Redlands (CA); On-site; USD 85,000 - 98,000; Full time

Job summary

A mid-sized accounting firm is seeking a Tax Supervisor in Redlands, CA. The role requires 4-6 years of progressive tax experience, strong leadership, and client management skills. The Tax Supervisor will manage engagements, supervise staff, and ensure compliance with tax regulations. A CPA or EA license is preferred. Salary range is $85,000 - $98,000.

Qualifications

• 4-6+ years of progressive tax experience in public accounting.
• Strong technical knowledge of tax law and compliance.
• Experience managing client relationships effectively.

Responsibilities

• Prepare and review various types of tax returns.
• Supervise, train, and provide feedback to staff.
• Serve as the primary contact for designated clients.

Skills

Tax compliance

Leadership

Client management

Attention to detail

Communication

Education

CPA or EA license

Tools

QuickBooks

CCH Axcess

ProSystems FX

Microsoft Office

Job description

At Smith Marion we are a mid-sized firm that values excellent workplace culture and work-life balance. We are seeking a Tax Supervisor to join our team in the Redlands, CA office. This role offers excellent growth opportunities and the chance to work closely with both clients and firm leadership.

Overview

The ideal candidate will have 4–6 years of progressive tax experience in public accounting, with demonstrated technical expertise, leadership skills, and the ability to review returns and supervise staff. A CPA or EA license is preferred. The candidate should demonstrate a strong technical knowledge of tax law and compliance, excellent leadership skills, and the ability to manage client relationships effectively.

Responsibilities

• 4–6 years of experience in public accounting with a focus on tax.
• Proven ability to prepare and review corporate, partnership, fiduciary, nonprofit, and individual tax returns.
• Proficient in tax research, planning, and problem resolution.
• Skilled in QuickBooks, Microsoft Office Suite, and tax software (e.g., CCH Axcess, ProSystems FX).
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Effective communicator with strong client service orientation.
• Supervise, train, and provide feedback to staff and senior associates.
• Manage engagements from planning through completion, ensuring accuracy, timeliness, and budget compliance.
• Serve as the primary point of contact for a designated group of clients, including participation in client meetings.
• Review and respond to IRS and state agency communications on behalf of clients.
• Support managers and partners with tax planning, research, and client consultations.
• Ensure compliance with firm policies, procedures, and professional standards.
• Perform additional administrative or client service tasks as assigned by firm leadership.

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 is encouraged during peak seasons.

Experience / Training

• CPA or EA license preferred
• 4-6+ 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: $85,000 - $98,000