Mid Level Tax Specialist Jobs
Mid level tax specialist jobs go to professionals ready to own complex return cycles, review junior work product, and resolve multi-entity or multi-state issues with limited oversight. Hiring runs across Accounting & Auditing, Energy, and Education, with Smith + Howard, Avero, and UWorld actively competing for tax specialists at this level now.
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Showing 5 of 7+ Mid Level Tax Specialist jobs
INTRODUCTION
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 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.
SUMMARY
This is a blended role that will shift in focus throughout the year based on business needs. During busy season, this individual will perform billable client work similar to our Tax Seniors, supporting client engagements and contributing to the team’s workload. During the non-busy season, the focus will shift toward training, onboarding, and developing team members, along with other internal initiatives and process improvements.
ESSENTIAL FUNCTIONS
- Training Design & Delivery
- Assist in the planning, coordination, and delivery of tax training programs for new hires, experienced staff, and acquisition team members.
- Facilitate and support virtual and in-person training sessions, workshops, and learning events.
-
Serve as a resource for employees seeking training information, guidance, and learning resources.
-
New Hire & Acquisition Integration
- Help develop and maintain onboarding materials, learning plans, and training schedules.
- Monitor onboarding progress and provide support to employees throughout their transition and learning journey.
-
Assist with the coordination and delivery of orientation and training activities to ensure a successful onboarding experience.
-
Curriculum Development
- Collaborate with the Manager of Tax Training & Education, subject matter experts, and department leaders to develop and enhance training materials.
- Ensure training content remains accurate, current, and consistent with firm processes, policies, and best practices.
-
Help identify opportunities for new training content based on employee feedback, industry changes, and business needs.
-
Program Management & Evaluation
- Assist with the management of the annual tax training calendar and with the evaluation of training effectiveness through assessments, surveys, and feedback; use results to improve future sessions.
- Support compliance with CPE requirements, including attendance tracking, documentation, and reporting requirements.
-
Prepare communications related to training programs, educational opportunities, deadlines, and learning resources.
-
Technology & Tools
- Assist in maintaining training platforms, learning management systems, and training resource libraries.
- Partner with the Manager of Tax Training & Education to evaluate and implement tools that enhance the learning experience and training effectiveness.
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.
INTRODUCTION
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 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.
SUMMARY
This is a blended role that will shift in focus throughout the year based on business needs. During busy season, this individual will perform billable client work similar to our Tax Seniors, supporting client engagements and contributing to the team’s workload. During the non-busy season, the focus will shift toward training, onboarding, and developing team members, along with other internal initiatives and process improvements.
ESSENTIAL FUNCTIONS
- Training Design & Delivery
- Assist in the planning, coordination, and delivery of tax training programs for new hires, experienced staff, and acquisition team members.
- Facilitate and support virtual and in-person training sessions, workshops, and learning events.
-
Serve as a resource for employees seeking training information, guidance, and learning resources.
-
New Hire & Acquisition Integration
- Help develop and maintain onboarding materials, learning plans, and training schedules.
- Monitor onboarding progress and provide support to employees throughout their transition and learning journey.
-
Assist with the coordination and delivery of orientation and training activities to ensure a successful onboarding experience.
-
Curriculum Development
- Collaborate with the Manager of Tax Training & Education, subject matter experts, and department leaders to develop and enhance training materials.
- Ensure training content remains accurate, current, and consistent with firm processes, policies, and best practices.
-
Help identify opportunities for new training content based on employee feedback, industry changes, and business needs.
-
Program Management & Evaluation
- Assist with the management of the annual tax training calendar and with the evaluation of training effectiveness through assessments, surveys, and feedback; use results to improve future sessions.
- Support compliance with CPE requirements, including attendance tracking, documentation, and reporting requirements.
-
Prepare communications related to training programs, educational opportunities, deadlines, and learning resources.
-
Technology & Tools
- Assist in maintaining training platforms, learning management systems, and training resource libraries.
- Partner with the Manager of Tax Training & Education to evaluate and implement tools that enhance the learning experience and training effectiveness.
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.
See All 7 Mid Level Tax Specialist Jobs
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Top Industries Hiring
- Accounting & Auditing
- Energy
- Education
- Technology & Software
Mid Level Tax Specialist Jobs: Frequently Asked Questions
How do I get a mid level tax specialist job?
Position your existing experience around ownership and complexity, not just task completion. Highlight returns or projects you managed end to end, any multi-state or multi-entity exposure, and instances where your analysis directly shaped a filing position or client outcome. Strong candidates also demonstrate familiarity with current tax software platforms and show they can work with minimal supervision on technical issues.
Which companies hire mid level tax specialists?
Companies hiring mid level tax specialists right now include Smith + Howard, Avero, and UWorld, based on current listings on Migrate Mate as of September 2026. Hiring at this level comes from a broad mix of public accounting firms, regional CPA practices, corporate tax departments, and financial services companies that need specialists who can handle substantive work independently.
Are there remote mid level tax specialist jobs?
Yes, remote options are available at this level. About 40% of mid level tax specialist openings are remote or hybrid as of September 2026, reflecting how much of the work, reviewing returns, researching positions, and preparing workpapers, translates well outside a traditional office. Hybrid arrangements are common at larger firms that still value in-person collaboration during busy season.
How do I move up to a mid level tax specialist role?
The path from entry level to mid level is built on progressively owning more of the return or project cycle rather than supporting someone else's work. Developing depth in a specialty, such as state and local tax, international provisions, or a specific industry vertical, accelerates the transition. Consistent delivery on deadline, measurable accuracy, and willingness to take on scope beyond your assigned tasks are what signal readiness for mid level responsibilities.
Which industries hire the most mid level tax specialists?
Mid Level tax specialist roles concentrate in Accounting & Auditing, Energy, and Education, based on current listings on Migrate Mate as of September 2026. These sectors generate high volumes of complex filings, multi-jurisdictional obligations, and regulatory reporting requirements that call for tax professionals who can handle technical work with real autonomy rather than under constant supervision.