Tax Training Specialist

Smith + Howard; Atlanta (GA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Excellent training opportunities

Great benefits

Job summary

Smith + Howard, headquartered in Atlanta, seeks a Tax Training Specialist to design and deliver training for our tax teams. You will develop onboarding programs, maintain curricula, and drive learning initiatives across the firm’s advisory and tax services.

This role blends training design with hands-on delivery and performance evaluation in a dynamic public accounting environment. The ideal candidate has a CPA preferred background, 4+ years in tax, and strong communication and

Qualifications

• Bachelor’s degree in Accounting, Tax, Education, or related field required.
• CPA preferred.
• 4+ years of experience in a public accounting firm with tax exposure.
• Experience in training, instructional design, or staff development preferred.
• Strong knowledge of tax laws affecting individuals, corporations, and partnerships.

Responsibilities

• Design and deliver tax training programs for new hires and staff.
• Coordinate onboarding materials and training schedules.
• Develop and enhance training curriculum with subject matter experts.
• Manage annual tax training calendar and assess training effectiveness.
• Maintain training platforms and evaluate new learning tools.

Skills

Strong communication

Presentation skills

Facilitation skills

Project management

Education

Bachelor’s degree in Accounting, Tax, Education, or related field

Tools

Microsoft Office Suite

Tax preparation software (SurePrep, Tax Buddy)

Learning management systems (LMS)

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 Atlanta’s top companies.

Summary

This is a blended role that will shift in focus throughout the year based on business needs. During busy season, this individual will perform billable client work similar to our Tax Seniors, supporting client engagements and contributing to the team’s workload. During the non-busy season, the focus will shift toward training, onboarding, and developing team members, along with other internal initiatives and process improvements.

Essential Functions

• Training Design & Delivery
  • Assist in the planning, coordination, and delivery of tax training programs for new hires, experienced staff, and acquisition team members.
  • Facilitate and support virtual and in-person training sessions, workshops, and learning events.
  • Serve as a resource for employees seeking training information, guidance, and learning resources.
• New Hire & Acquisition Integration
  • Help develop and maintain onboarding materials, learning plans, and training schedules.
  • Monitor onboarding progress and provide support to employees throughout their transition and learning journey.
  • Assist with the coordination and delivery of orientation and training activities to ensure a successful onboarding experience.
• Curriculum Development
  • Collaborate with the Manager of Tax Training & Education, subject matter experts, and department leaders to develop and enhance training materials.
  • Ensure training content remains accurate, current, and consistent with firm processes, policies, and best practices.
  • Help identify opportunities for new training content based on employee feedback, industry changes, and business needs.
• Program Management & Evaluation
  • Assist with the management of the annual tax training calendar and with the evaluation of training effectiveness through assessments, surveys, and feedback; use results to improve future sessions.
  • Support compliance with CPE requirements, including attendance tracking, documentation, and reporting requirements.
  • Prepare communications related to training programs, educational opportunities, deadlines, and learning resources.
• Technology & Tools
  • Assist in maintaining training platforms, learning management systems, and training resource libraries.
  • Partner with the Manager of Tax Training & Education to evaluate and implement tools that enhance the learning experience and training effectiveness.

Position Requirements

• Bachelor’s degree in Accounting, Tax, Education, or related field required.
• CPA preferred.
• 4+ years of experience in a public accounting firm, with strong exposure to tax compliance and planning.
• Prior experience in training, instructional design, or staff development is highly preferred.
• Strong knowledge of tax laws and regulations affecting individuals, corporations, and partnerships.
• Excellent communication, presentation, and facilitation skills.
• Proficient in Microsoft Office Suite and tax preparation software (e.g., Sure prep, Tax Buddy, etc.)
• Familiarity with learning management systems (LMS) and e-learning authoring tools a plus.

Competencies

• Ability to simplify complex tax topics for diverse learner groups.
• Strong organizational and project management skills.
• Adaptability and sensitivity in working with acquired teams during periods of transition.
• Commitment to continuous learning and professional development.

Why Join Us

This is a unique opportunity to make a meaningful impact on the development and success of our professionals. You'll play a key role in shaping the future of tax training in a collaborative, growth-focused environment that values knowledge sharing, continuous improvement, and excellence in client service.