Senior Tax Client Services Specialist

Smith + Howard; Atlanta (GA); On-site; USD 52,000 - 76,000; Full time

Job summary

Smith + Howard, based in Atlanta, GA, is seeking a Senior Tax Client Services Specialist to provide administrative and tax support to partners, managers, and staff while taking ownership of tax processes and deadlines. The role requires robust organizational skills and the ability to manage multiple tasks with high confidentiality.

You will verify tax documents, distribute engagement letters and returns, and assist with process improvements, ensuring accurate, timely deliverables in a

Qualifications

• Associate’s degree required or 4+ years of related experience.
• Bachelor’s degree preferred or equivalent experience in a professional services setting.
• Proficiency in MS Word, Excel, Outlook, and Adobe Suite; strong written and verbal communication.

Responsibilities

• Verify tax returns and related documents for accuracy and completeness.
• Provide administrative support to tax partners, managers, and staff.
• Process and distribute engagement letters, tax returns, estimates, extensions, and organizers.
• Own file management and project deliverables to support tax deadlines.
• Communicate professionally with clients and firm personnel while maintaining confidentiality.
• Manage multiple priorities and deadlines with strong attention to detail.
• Assist with process improvements and special projects.
• Work overtime during peak tax deadline periods as needed.

Skills

MS Office proficiency

Strong communication

Organizational skills

Time management

Attention to detail

Education

Associate degree

Bachelor’s degree preferred

Tools

Microsoft Word

Excel

Outlook

Adobe Suite

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), we invite you to complete our employment application.

Summary

In our Senior Tax Client Services Specialist role, you will provide administrative and tax support to partners, managers, and staff while taking greater ownership of tax processes and deadlines. You’ll work closely with the tax team to manage complex documents and deliverables, support client service, and help ensure work is completed accurately and efficiently.

Essential Functions

• Verify tax returns and related tax documents for accuracy and completeness.
• Provide experienced administrative support to tax partners, managers, and staff.
• Process and distribute engagement letters, tax returns, estimates, extensions, and organizers.
• Take ownership of file management, project deliverables, and other administrative processes supporting tax deadlines.
• Communicate professionally with clients and firm personnel while maintaining strict confidentiality.
• Independently manage multiple priorities, deadlines, and competing requests with strong attention to detail.
• Serve as a resource to team members and assist with process improvements and special projects.
• Work overtime, including evenings and weekends, during peak tax deadline periods as needed.

Qualifications

• Associate’s degree required; Bachelor’s degree preferred, or 4+ years of related experience.
• 3+ years of administrative support experience; professional services experience preferred.
• Strong proficiency in Microsoft Word, Excel, Outlook, and Adobe Suite.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational, time management, and attention-to-detail skills.
• Demonstrated ability to work independently, manage multiple priorities, and meet deadlines.
• Self-motivated, team-oriented, and proactive with a strong work ethic.
• Ability to learn new software, adapt to changing processes, and support process improvements.