Senior Tax Client Services Specialist

Smith & Howard; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

Excellent training opportunities

Great benefits

Job summary

Smith + Howard 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.

You will work closely with the tax team to manage complex documents, deliverables, and client communications, ensuring accuracy, efficiency, and strict confidentiality during peak cycles.

Qualifications

• Associate’s degree required; Bachelor’s degree preferred, or 4+ years of related experience.
• 3+ years of admin 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.

Responsibilities

• 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.

Skills

Administrative support

Client communication

Time management

Detail orientation

Independent worker

Team collaboration

Process improvement

Learning new software

Education

Associate degree

Bachelor's degree preferred

4+ years related experience

Tools

Microsoft Word

Excel

Outlook

Adobe Suite

Job description

Senior Tax Client Services Specialist

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 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.