Tax Client Services Specialist

Smith & Howard•Atlanta, GA

15d

About The Position

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.

Requirements

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.

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.