Senior Tax Accounting Specialist

Baker Tilly•Appleton, WI

About The Position

The main responsibility of the Senior Tax Accounting Specialist is to provide bookkeeping support services to tax clients with minimal supervision. They apply their own judgement, prioritize their work, work with the client independently. This role will begin to take on more complex bookkeeping tasks and deliverables and work to independently complete deliverables for the tax team and tax clients and is expected to do so in a timely manner, with high quality and accuracy. Take on new clients. This role works on several clients across various industries and geographies and is expected to be able to manage their time and priorities in order to meet deadlines.

Requirements

Associate’s degree in accounting, finance or related field.
2-4+ years of bookkeeping, accounting, or tax-related client service experience
Strong proficiency in QuickBooks Online and Microsoft Excel
Familiarity with Microsoft Office (Outlook, Word)
Demonstrated ability to work independently while overseeing multiple client engagements simultaneously
Reviewing work, or providing guidance to junior team members
Strong client-service orientation with excellent communication and interpersonal skills
Strong attention to detail, problem-solving abilities, and intellectual curiosity
Commitment to confidentiality and professional integrity
Strong organizational and time-management skills with the ability to meet deadlines in a fast-paced environment
Enjoys interacting with clients and delivering exceptional service with a consultative approach

Nice To Haves

Bachelor’s preferred

Responsibilities

Provide best in-class basic accounting and financial reporting support services to clients under direct supervision and with an emphasis on being responsive, timely, professional and accurate
Provide accounting related services to our clients including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
Provide team with basic support to accomplish client deliverables
Prepare client statements and reports for next level review
Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
Answer basic accounting and software questions, escalating as needed
Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
Responsive to questions/concerns from team members and clients (internal and/or external)
Execute on defined processes and procedures and share ideas or recommendations for improvements
Promptly communicate roadblocks and inefficiencies as they arise
Maintain and expand knowledge base of accounting principles and practices
Apply learning from one client engagement to the next and share learning with fellow team members where relevant
Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by supervisor