Part-Time Tax Manager

Smith & Howard; Birmingham (AL); On-site; USD 50,000 - 75,000; Part time

Job summary

Smith & Howard in Birmingham seeks a part-time tax professional to manage individual and trust tax clients, focusing on tax compliance and planning. You will serve as the main point of contact for clients, demonstrating exemplary client service throughout the year.

The ideal candidate will possess a Bachelor's or Master's degree in Accounting/Finance, a CPA license, and 5-7 years of public accounting experience. Proficiency in Microsoft Office and strong communication skills are key for success in this fast-paced role.

Qualifications

• Bachelor's or Master's degree in Accounting/Finance or relevant.
• CPA license required.
• 5-7 years of public accounting experience preferred.

Responsibilities

• Manage a portfolio of individual and trust tax clients.
• Serve as primary contact for assigned clients.
• Review tax returns and written tax advice as needed.

Skills

Client relationship management

Tax return preparation

Microsoft Office proficiency

Verbal communication

Written communication

Education

Bachelor's or Master's degree in Accounting/Finance

CPA license

Job description

Summary

In our part‑time tax role, you will communicate with our clients and gain an understanding of their tax situations and how we can help them with tax compliance and planning matters. This role will primarily focus on managing a portfolio of individual and trust tax clients, particularly surrounding tax deadlines, while providing exceptional client service and serving as a trusted point of contact for client needs throughout the year.

Essential Functions

• Adhere to professional ethics of the firm and AICPA.
• Adhere to firm policy regarding client confidentiality.
• Demonstration of professional interest in providing clients with quality services and personal attention by performing above and beyond the call of duty if necessary.
• Assists in handling routine questions and audits from federal or state agencies.
• Serves as the primary point of contact for assigned clients, proactively managing client relationships, addressing client needs, and providing timely communication throughout the engagement process.
• Provides clients with timely top‑quality service by instilling a service commitment in associates and seniors and providing adequate direct supervision at all stages of the engagement.
• Assists client by advising of tax implications of their business objective and recommended alternate courses of action.
• Successfully manages the planning, administration, and conclusion of client engagements.
• Performs primary review of tax returns and written tax advice as requested.
• Reviews tax law developments and determines which developments apply to clients.
• Recognizes potential technical tax issues and works with partners and other client service team members and appropriate firm experts to manage timely resolution.
• Identifies and brings to the partner’s attention potential high‑risk engagement issues.
• Meet chargeable hour goal.
• Fosters a team environment within the department and firm.
• Act as a mentor and role model for staff.

Position Requirements

• Bachelor's or Master's degree in Accounting/Finance or other relevant degree program
• CPA license required
• Five to seven years of public accounting experience, preferred
• Significant experience preparing and reviewing individual and trust tax returns
• Strong client relationship management skills with the ability to work directly with clients, understand their needs, and provide exceptional service
• Proficient in Microsoft Office applications
• Ability to multi‑task with excellent written and verbal communication skills
• Must be able to meet assigned deadlines in a fast‑paced, team environment