What are the responsibilities and job description for the Tax Manager position at Smith + Howard?
Tax Manager
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 the nation’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), we invite you to complete our employment application.
Summary
In our part-time tax role, you will communicate with our clients and gain an understanding of their tax situations and how we can help them with tax compliance and planning matters. This role will primarily focus on managing a portfolio of individual and trust tax clients, particularly surrounding tax deadlines, while providing exceptional client service and serving as a trusted point of contact for client needs throughout the year.
Essential Functions
Adhere to professional ethics of the firm and AICPA.
Adhere to firm policy regarding client confidentiality.
Demonstration of professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
Assists in handling routine questions and audits from federal or state agencies.
Serves as the primary point of contact for assigned clients, proactively managing client relationships, addressing client needs, and providing timely communication throughout the engagement process.
Provides 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.
Assists client by advising of tax implications of their business objective and recommended alternate courses of action.
Successfully manages the planning, administration, and conclusion of client engagements.
Performs primary review of tax returns and written tax advice as requested.
Reviews tax law developments and determines which developments apply to clients.
Recognizes potential technical tax issues. Works with partners and other client service team members and appropriate firm experts to manage timely resolution
Identifies and brings to the partner’s attention potential high-risk engagement issues.
Meet chargeable hour goal.
Fosters a team environment within the department and firm.
Act as a mentor and role model for staff.
Position Requirements
Bachelor’s or Master’s degree in Accounting/Finance or other relevant degree program
CPA license required
Five to seven years of public accounting experience, preferred
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