Tax Bookkeeping Specialist

Baker Tilly US

Tax Bookkeeping Specialist at Baker Tilly focusing on bookkeeping services for small and mid-size clients. Join a dynamic team and develop exceptional client relationships.

Posted 5/12/2026full-timeAtlanta • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $33 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

bookkeepingbank reconciliationjournal entriestax return preparation1099 reportingfinancial reportingattention to detailproblem solvingorganizational skillstime management

Soft Skills

interpersonal skillsprofessional demeanorindependenceteam collaborationclient servicecommunicationentrepreneurial skillsrelationship buildingconfidentialityintellectual curiosity

Certifications

Associate’s degree in accountingAssociate’s degree in financeAssociate’s degree in related field