Assistant, Accounting – Tax
Baker Tilly US
full-time
Posted on:
Location Type: Office
Location: Appleton • Wisconsin • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Work closely with multiple small and mid-sized business clients with a variety of bookkeeping services
- 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
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
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
bookkeepingreconciliationjournal entriestax preparationyear-end reportingQuickBooks OnlineMicrosoft ExcelMicrosoft Office
Soft skills
interpersonal skillsproblem solvingattention to detailorganizational skillstime managementclient serviceprofessional demeanorindependenceteam collaborationintellectual curiosity
Certifications
Associate’s degree in accountingAssociate’s degree in financeAssociate’s degree in related field