Tax Accounting Specialist

Job Description

Tax Bookkeeping Specialist | Baker Tilly US

The Tone:
This is a full-time role at Baker Tilly US, with work location requirements to be discussed. Baker Tilly is a leading advisory, tax, and assurance firm, operating with 43,000 professionals globally and a combined worldwide revenue of $5.2 billion. This role is crucial for supporting the firm’s fast-growing tax practice by providing essential bookkeeping services to small and mid-sized business clients. It offers an opportunity to deliver exceptional client service while contributing to a highly dynamic team focused on accounting and advisory.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: To be discussed; options in Atlanta, GA or Tampa, FL
• Pay: $20.44–$33.00 hourly
• Team: Part of the tax practice
• Mission: Provide comprehensive bookkeeping services to small and mid-size business clients, ensuring accurate financial records that support tax preparation.
• Tech Stack: QuickBooks Online, Microsoft Excel, Microsoft Office (Outlook, Word)

What You’ll Actually Do
• Reconciliation: Reconcile bank statements and other balance sheet accounts for multiple clients.
• Adjustments & Clean-up: Enter adjusting journal entries and perform clean-up of client accounts in preparation for tax returns.
• Reporting & Collaboration: Provide detailed reports to clients and the internal tax preparation team, collaborating on inquiries and requests.
• Onboarding: Onboard new clients by setting up their bookkeeping accounts within QuickBooks Online.
• Special Projects: Assist the tax team with year-end reporting, including 1099s, and handle other special projects as needed.

The Must-Haves
• Background: Associate’s degree in accounting, finance, or a related field.
• Experience: 0 to 3 years of experience in bookkeeping or accounting.
• Skills: Proficiency in QuickBooks Online and Microsoft Excel; strong interpersonal skills with an approachable and professional demeanor; high attention to detail, problem-solving ability, and intellectual curiosity; strong organizational and time-management abilities.