Tax Operations & 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

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.