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    Senior Tax Client Services Specialist - Atlanta, United States - Smith + Howard

    Smith + Howard
    Smith + Howard Atlanta, United States

    1 day ago

    Default job background
    Accounting / Finance
    Description

    SENIOR 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 are headquartered in Atlanta with 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 of Atlanta's top accounting Firms.

    If you are ready to make a career move and join a firm consistently named an "AJC Top Work Place" and a "Best of the Best Firms" (Inside Public Accounting), we invite you to complete our employment application.

    SUMMARY

    In our Senior Tax Client Services Specialist role, you will be directly supporting Tax partners and other team members and acting as a liaison between the department and clients. You will provide excellent customer service to help key clients navigate the tax return process. You will also work with the Tax Administrative team to manage client tax documents and file tax returns.

    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 in an accounting or other professional services environment highly preferred
    • 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
    • Overtime required during the spring and fall busy seasons
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