Part-Time Tax Manager

Smith & Howard•Birmingham, AL

About The Position

Smith + Howard is seeking a Part-Time Tax Manager to join their team. This role offers a unique opportunity to shape your own future and be part of a supportive environment within a family of companies offering tax, audit, accounting, advisory, and wealth management services. Headquartered in Atlanta with offices across the Southeast, Smith + Howard provides competitive pay, excellent training, and great benefits, fostering professional growth and advancement. The Part-Time Tax Manager will communicate with clients to understand their tax situations and assist with tax compliance and planning. The primary focus will be managing a portfolio of individual and trust tax clients, especially around tax deadlines, while delivering exceptional client service and acting as a year-round point of contact.

Requirements

Bachelor’s or Master’s degree in Accounting/Finance or other relevant degree program
CPA license required
Significant experience preparing and reviewing individual and trust tax returns
Strong client relationship management skills with the ability to work directly with clients, understand their needs, and provide exceptional service
Proficient in Microsoft Office applications
Ability to multi-task with excellent written and verbal communication skills
Must be able to meet assigned deadlines in a fast-paced, team environment

Nice To Haves

Five to seven years of public accounting experience

Responsibilities

Adhere to professional ethics of the firm and AICPA.
Adhere to firm policy regarding client confidentiality.
Demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
Assist in handling routine questions and audits from federal or state agencies.
Serve as the primary point of contact for assigned clients, proactively managing client relationships, addressing client needs, and providing timely communication throughout the engagement process.
Provide clients with timely top-quality service by instilling a service commitment in associates and seniors and providing adequate direct supervision at all stages of the engagement.
Advise clients on the tax implications of their business objectives and recommend alternate courses of action.
Successfully manage the planning, administration, and conclusion of client engagements.
Perform primary review of tax returns and written tax advice as requested.
Review tax law developments and determine which developments apply to clients.
Recognize potential technical tax issues and work with partners, client service team members, and firm experts for timely resolution.
Identify and bring potential high-risk engagement issues to the partner’s attention.
Meet chargeable hour goal.
Foster a team environment within the department and firm.
Act as a mentor and role model for staff.