Tax Bookkeeping Specialist
Florida, United States of America
Full Time
2 weeks ago
$20 - $33 USD
Visa Sponsor
About this role
Role Overview
- 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
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.
- Enjoys interacting with clients and providing exceptional service.
- Strong organizational and time-management abilities.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities