Tax Accounting Specialist

Job Description

Tax Bookkeeping Specialist | Baker Tilly US

The Tone:
This is a full-time role at Baker Tilly, a leading advisory, tax and assurance firm, providing services across the U.S. and globally with 43,000 professionals and $5.2 billion in worldwide revenue. Baker Tilly builds genuine coast-to-coast and global advantages for its clients. This role is crucial for supporting the firm’s tax practice by providing essential bookkeeping services to small and mid-size business clients, enabling them to focus on their core operations while ensuring accurate financial records for tax preparation. The firm emphasizes career development, flexibility, and strong relationships within a collaborative team environment.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Greater Tampa Bay Area
• Pay: $20.44–$30.00 hourly
• Team: Part of the tax practice
• Mission: To provide essential bookkeeping services to small and mid-size business clients, supporting their tax needs.
• Tech Stack: QuickBooks Online, Microsoft Excel, Microsoft Office (Outlook, Word)

What You’ll Actually Do
• Account Reconciliation: Reconcile bank statements and other balance sheet accounts for multiple clients.
• Journal Entries: Enter adjusting journal entries to maintain accurate financial records.
• Account Clean-up and Reporting: Clean up client accounts in preparation for tax returns and provide comprehensive reports to clients and the tax preparation team.
• Client Bookkeeping Setup and Support: Onboard new clients by setting up bookkeeping accounts in QuickBooks Online and assist the tax team with year-end 1099 reporting.
• Client Collaboration and Special Projects: Collaborate with clients to respond to requests and inquiries, and manage special projects as needed.

The Must-Haves
• Background: An Associate’s degree in accounting, finance, or a related field, demonstrating an understanding of professional services and client service.
• Experience: 0 to 3 years of experience in bookkeeping or accounting, with proficiency in QuickBooks Online and Microsoft Excel.
• Skills: High attention to detail, problem-solving abilities, intellectual curiosity, strong organizational and time-management skills, and an approachable, professional demeanor with strong interpersonal skills for client interaction.