Tax Client Services Specialist

Smith & Howard; Atlanta (GA); On-site; USD 41,000 - 64,000; Full time

Job summary

Smith + Howard is hiring a Tax Client Services Specialist to provide administrative and tax support to partners, managers, and staff. You will help ensure tax documents and returns are accurate and completed on time, while supporting client service and day-to-day tasks.

Ideal candidates have an associate degree (bachelor preferred) or 2+ years of related experience, and proficiency in MS Word, Excel, Outlook, and Adobe Suite. Strong communication and organizational skills are essential.

Qualifications

• Associate’s degree required; Bachelor’s degree preferred.
• 2+ years of related experience.
• Proficiency in Microsoft Word, Excel, Outlook, and Adobe Suite.
• Strong written, verbal, and interpersonal communication skills.
• Excellent organizational, time management, and attention-to-detail skills.

Responsibilities

• Verify tax returns and related tax 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.
• Assist with file management, project deliverables, scanning, and other administrative tasks to support tax deadlines.
• Communicate professionally with clients and firm personnel while maintaining strict confidentiality.
• Maintain strong organization and attention to detail while managing multiple priorities and deadlines.
• Assist with special projects and other duties as assigned.
• Work overtime, including evenings and weekends, during peak tax deadline periods as needed.

Skills

MS Word

MS Excel

MS Outlook

Adobe Suite

Communication

Multitasking

Education

Associate’s degree

Bachelor’s degree

Tools

Microsoft Word

Excel

Outlook

Adobe Suite

Job description

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 Tax Client Services Specialist role, you will provide administrative and tax support to partners, managers, and staff while helping ensure tax documents and returns are accurate and completed on time. You’ll work closely with the tax team to manage documents, support client service, and assist with day-to-day administrative needs.

Essential Functions

• Verify tax returns and related tax 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.
• Assist with file management, project deliverables, scanning, and other administrative tasks to support tax deadlines.
• Communicate professionally with clients and firm personnel while maintaining strict confidentiality.
• Maintain strong organization and attention to detail while managing multiple priorities and deadlines.
• Assist with special projects and other duties as assigned.
• Work overtime, including evenings and weekends, during peak tax deadline periods as needed.

Qualifications

• Associate’s degree required; Bachelor’s degree preferred, or 2+ years of related experience.
• Previous administrative support experience; professional services experience preferred.
• Proficiency in Microsoft Word, Excel, Outlook, and Adobe Suite.
• Strong written, verbal, and interpersonal communication skills.
• Excellent organizational, time management, and attention-to-detail skills.
• Self-motivated, team-oriented, and able to manage multiple priorities in a fast-paced environment.
• Ability to learn new software and adapt to changing processes.