Part-Time Tax Manager

Smith + Howard; Birmingham (AL); On-site; USD 65,000 - 90,000; Part time

Job summary

Smith + Howard is seeking a part-time Tax professional to support a portfolio of individual and trust clients with tax compliance and planning matters. You will engage directly with clients, ensuring timely communication and delivery of services.

The role emphasizes accurate tax returns, strong client relationships, and adherence to professional ethics and deadlines. CPA required; public accounting background is highly valued.

Qualifications

• Bachelor’s or Master’s degree in Accounting/Finance or related field.
• CPA license is required.
• 5–7 years of public accounting experience preferred.
• Significant experience preparing and reviewing individual and trust tax returns.
• Strong client relationship management and communication skills.

Responsibilities

• Manage a portfolio of individual and trust tax clients and tax deadlines.
• Communicate with clients to understand needs and provide tax compliance and planning support.
• Review tax returns and provide written tax advice as requested.
• Mentor and guide staff while maintaining high-quality client service.
• Collaborate with partners and other team members to resolve tax issues.

Skills

Client relationship management

Written communication

Verbal communication

Multi-tasking

Deadline-oriented

Education

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

CPA license

Tools

Microsoft Office

Job description

Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard.

Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across the Southeast, while still offering a local firm flavor.

We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of the nation's top accounting firms.

If you are ready to make a career move and join a firm consistently named a "Best of the Best Firms" (Inside Public Accounting).

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. 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