Tax Bookkeeping Specialist

Baker Tilly • Tampa, FL

5d

About The Position

Baker Tilly is seeking a Tax Accounting Specialist to join their dynamic tax practice. This role will focus on providing bookkeeping services to small and mid-sized business clients, with a specific emphasis on supporting tax clients. The company offers opportunities for career growth, flexibility in work location, and meaningful professional relationships. The ideal candidate will thrive in a fast-growing environment, enjoy collaborative teamwork, and value continuous learning and development.

Requirements

• Associate’s degree in accounting, finance, or a related field.
• 0 to 3 years of experience in bookkeeping or accounting.
• Proficiency in QuickBooks Online and Microsoft Excel.
• Familiar with Microsoft Office (Outlook, Word)
• Ability to work independently and as part of a team.
• An understanding of professional services and client service.
• Strong interpersonal skills with an approachable and professional demeanor
• High attention to detail, problem solver & intellectually curious.
• Adhere to the highest level of confidentiality.
• Ability to work independently and as part of a team.
• Enjoys interacting with clients and providing exceptional service.
• Strong organizational and time-management abilities.

Responsibilities

• Work closely with multiple small and mid-sized business clients with a variety of bookkeeping services, including but not limited to: Reconcile bank statements and other balance sheet accounts
• Enter adjusting journal entries
• Clean-up of client accounts for preparation of the tax return
• Provide reports to the client and the tax preparation team
• Collaborate with clients and respond to client requests and inquiries
• Onboarding and setting up bookkeeping accounts in QuickBooks Online
• Assisting the tax team with year-end reporting of 1099s
• Handling special projects as needed
• Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree