Tax Specialist Jobs in Georgia

Employment Type: Full-Time, Year-Round

Schedule: 40 hours per week, Monday–Friday; Saturdays required during January–April 2027 tax season

Work Location: In-Office

Compensation: $15.00 per hour

Industry: CPA Firm / Tax & Accounting Services

Position Summary

We are seeking a highly organized, technology-comfortable, and client-focused Tax Client Onboarding Specialist to join our growing CPA firm.

This is a full-time, in-office position responsible for coordinating the administrative client experience from initial onboarding through completion of the tax return process. The Onboarding Specialist serves as the primary administrative connection between our clients and tax preparation team.

Our firm is implementing a centralized, technology-driven tax compliance workflow using TaxDome, Drake Tax, Calendly, Google Workspace, Microsoft SharePoint, and GoTo. The successful candidate will use these systems to manage client onboarding, intake forms, engagement documents, secure document requests, workflow statuses, electronic signatures, appointments, automated client communications, and tax return closeout.

This is not primarily a tax preparation position. The focus is client service, administrative accuracy, document coordination, workflow management, scheduling, and ensuring that clients always understand what they need to do next.

Key Responsibilities

Client Onboarding

• Coordinate onboarding for new tax clients.
• Send and monitor electronic intake forms, questionnaires, and tax organizers through TaxDome.
• Review submitted onboarding information for administrative completeness.
• Create and maintain accurate client profiles.
• Send secure client portal invitations.
• Assist clients with accessing and using the client portal from computers, tablets, and mobile devices.
• Assign appropriate document requests, organizers, questionnaires, and client tasks.
• Explain the firm's onboarding process, document requirements, deadlines, and next steps.
• Identify incomplete submissions and follow up with clients.
• Escalate tax-related, compliance, or unusual client matters to the appropriate tax professional.
• Answer everyday calls and schedule appointments
• Other office administrative duties assigned

Required Qualifications

• High school diploma or equivalent.
• Previous administrative, customer service, professional office, accounting, financial services, banking, legal, or similar experience preferred.
• Excellent verbal and written communication skills.
• Strong organizational and time-management skills.
• Excellent attention to detail.
• Professional telephone and email etiquette.
• Ability to manage multiple clients and deadlines simultaneously.
• Ability to consistently follow established processes and checklists.
• Comfortable learning new technology.
• Ability to work independently while collaborating with a small team.
• Ability to professionally follow up with clients regarding outstanding requirements.
• Ability to handle highly confidential financial and personal information.
• Dependable attendance and punctuality.

Preferred Experience

Preference may be given to candidates with experience in:

• CPA or accounting firms (or other professional office setting)
• TaxDome
• Drake Tax or Drake Documents
• CRM/workflow systems
• Electronic signatures
• Client portals
• Microsoft SharePoint
• Google Workspace
• Financial-services administration

Ideal Candidate

The ideal candidate is someone who enjoys creating order in a deadline-driven environment.

You should be comfortable managing many clients at different stages, following up on outstanding documents, learning new technology, communicating with clients, maintaining accurate records, and ensuring tasks are completed on time.

You should also understand the difference between an administrative question you can resolve and a tax question that must be escalated to a tax professional.

Performance Expectations

Performance will be evaluated based on:

• Timeliness and accuracy of client onboarding
• Client service and professionalism
• Response time to administrative inquiries
• Accuracy of TaxDome workflow statuses
• Timely follow-up on outstanding client requirements
• Document organization and accuracy
• Appropriate use of automated workflows
• Reduction in unnecessary client status inquiries
• Appropriate escalation of tax questions
• Ability to meet deadlines
• Reliability, attendance, and punctuality
• Compliance with firm procedures and confidentiality requirements

Schedule & Tax Season Availability

This is a full-time, year-round, in-office position working 40 hours per week, Monday through Friday.

Due to increased workload during tax season, Saturday availability and work will be expected from January 2027 through April 2027.

Applicants should be comfortable working in a deadline-driven CPA firm environment where workloads increase significantly during tax filing season.

Compensation

$14.00 per hour

Confidentiality

This position provides access to confidential taxpayer, financial, business, and personally identifiable information. Strict compliance with firm privacy, information-security, document-retention, and confidentiality policies is required.

Equal Employment Opportunity

• We are committed to providing equal employment opportunities to qualified applicants and employees in accordance with applicable federal, state, and local law.

Pay: From $30,000.00 per year

Benefits:

• Paid training
• Work from home

Work Location: In person