Tax Client Services Specialist

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 have a national reach, 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 the region'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), with a team named a Best Firm to Work For (AT), we invite you to complete our employment application.

SUMMARY

In our Tax Client Services Specialist role out of our Chattanooga office, you will act as a liaison between our clients and Tax professionals. You will work as part of a team to perform a variety of administrative tasks, from responding to client request emails to processing and filing tax returns. This is a role that has high opportunity for growth and professional development.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Verification of tax returns and tax-related documents
• Provide administrative support to tax partners, managers, and staff
• Strong oral and written communication skills both internally and externally
• Assist in meeting all deadlines by performing project and office administrative tasks, which includes file management, maintaining project deliverables and scanning working papers
• Assist in fostering an environment of superior customer service, collaboration, commitment, and team spirit
• Adhere to the highest degree of professional standards and strict client confidentiality
• Process and distribute engagement letters, individual and corporate tax returns, estimates, extensions and individual organizers via SafeSendReturns.
• Proactive with problem-solving skills
• Detail oriented and organized
• Ability to prioritize and manage multiple tasks simultaneously
• Follow through on tasks in a timely manner
• Ability to cultivate strong professional relationships with clients and firm personnel
• Ability to work overtime if needed, including evenings and weekends during the tax department’s peak deadline periods
• Provide receptionist and general admin assistant back up relief as needed
• Additional administrative tasks and special projects.

QUALIFICATIONS REQUIRED

• An Associate’s Degree required, Bachelor’s Degree preferred or two years of related experience
• Experience providing administrative support
• Proficient in use of computers and become proficient with firm utilized software
• Excellent interpersonal and communication skills
• Superior organizational skills, strong attention to detail, excellent time management skills and commitment to deadlines
• Must have a sense of urgency, self-motivated, and team oriented with a strong work ethic
• Ability to embrace change
• Intermediate Word and Excel skills
• Proficiency in Adobe Suite
• Proficiency in Microsoft Outlook
• Ability to format documents and spreadsheets effectively and efficiently
• Experience in a professional services firm preferred
• Overtime will be required during the spring and fall tax busy seasons