Tax Training Specialist

Tax Training 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 of Atlanta’s top companies.

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

Essential Functions

• Training Design & Delivery
• Develop, implement, and maintain comprehensive tax training programs for new hires, experienced staff, and acquisition onboarding.
• Deliver instructor-led and virtual training sessions on tax compliance, tax software, firm methodology, and relevant regulations.
• Customize learning paths based on staff level (e.g., associates, seniors, managers) and service line needs (individual, corporate, partnership, etc.).
• New Hire & Acquisition Integration
• Create and manage onboarding programs to ensure new and acquired employees are effectively trained in the firm’s tax processes, systems, and culture.
• Coordinate with HR and Tax leadership to align onboarding and integration timelines.
• Act as a point of contact for new team members during their tax training period.
• Curriculum Development
• Collaborate with tax leaders and subject matter experts to identify training needs and create/update materials accordingly.
• Incorporate real-world scenarios, case studies, and current tax law updates into course content.
• Leverage modern instructional techniques, including e-learning modules, microlearning, and blended learning approaches.
• Program Management & Evaluation
• Manage the annual tax training calendar and track completion of required courses.
• Evaluate training effectiveness through assessments, surveys, and feedback; use results to improve future sessions.
• Maintain compliance with CPE requirements, where applicable.
• Technology & Tools
• Utilize learning management systems (LMS) to administer, track, and report on training participation.
• Ensure effective use of tax software tools and keep training materials aligned with software updates and firm standards.

Position Requirements

• Bachelor’s degree in Accounting, Tax, Education, or related field required.
• CPA preferred.
• 4+ years of experience in a public accounting firm, with strong exposure to tax compliance and planning.
• Prior experience in training, instructional design, or staff development is highly preferred.
• Strong knowledge of tax laws and regulations affecting individuals, corporations, and partnerships.
• Excellent communication, presentation, and facilitation skills.
• Proficient in Microsoft Office Suite and tax preparation software (e.g., Sure prep, Tax Buddy, etc.)
• Familiarity with learning management systems (LMS) and e-learning authoring tools a plus.

Competencies

• Ability to simplify complex tax topics for diverse learner groups.
• Strong organizational and project management skills.
• Adaptability and sensitivity in working with acquired teams during periods of transition.
• Commitment to continuous learning and professional development.

Why Join Us:

This is a unique opportunity to make a meaningful impact on the development and success of our professionals. You'll play a key role in shaping the future of tax training in a collaborative, growth-focused environment that values knowledge sharing, continuous improvement, and excellence in client service.