Bookkeeper / Assistant to CPA

Alan K Geer PA CPA; Tampa (FL); Vor Ort; USD 35.000 - 60.000; Vollzeit

Benefits dieser Stelle

Flexible schedule

Zusammenfassung

Alan K. Geer, P.A., CPA in Tampa, FL is seeking a capable bookkeeper/assistant to work directly with the principal CPA. This on-site role involves handling client books, tax support, payroll, and financial statements, with exposure to the full range of a CPA practice.

You will reconcile QuickBooks, prepare 1040 and business returns, process payroll, communicate with clients, and help with office duties. Flexible PT/FT options and mentorship await someone detail‑oriented eager to grow.

Qualifikationen

• Solid working knowledge of QuickBooks (Desktop and Online).
• Hands-on experience with personal income tax returns.
• Experience at the intersection of bookkeeping and tax preparation.

Aufgaben

• Maintain client books in QuickBooks: reconciliations, journal entries, AP/AR, month-end close.
• Prepare or support individual (Form 1040) and business tax returns, including data entry.
• Process payroll and prepare quarterly and year-end payroll reports.
• Prepare financial statements for CPA review.
• Communicate with clients on missing documents, deadlines, and routine questions.
• Handle office administration: scheduling, filing, e-file confirmations, mail, and phones.

Kenntnisse

QuickBooks (Desktop & Online)

Tax preparation experience

Ausbildung

Accounting coursework or associate’s degree

Tools

Lacerte

UltraTax

Jobbeschreibung

Bookkeeper / Assistant to CPA — Tampa, FL (On-site) Alan K. Geer, P.A., CPA · Full-time or Part-time

About the firm Alan K. Geer, P.A., CPA is an established full-service accounting firm in Tampa, Florida, serving individuals, small businesses, trusts, partnerships, estates, and non-profits across tax planning and preparation, bookkeeping, payroll, and assurance services. This is a small-firm role working directly alongside the firm’s principal CPA — no layers, no siloed department.

Who this is for You’re a capable bookkeeper, with good QuickBooks experience or accountant/ tax preparer who’s good at what you do and ready for more. In this seat you’ll see the full range of a CPA practice — individual and business returns, payroll, financial statements, new entity setups — and learn it from someone who has been doing it for decades.

What you’ll do

Maintain client books in QuickBooks: bank and credit card reconciliations, journal entries, AP/AR, month-end close

Prepare or support individual (Form 1040) and business tax returns, including document intake and data entry

Process payroll and prepare quarterly and year-end payroll reports

Prepare financial statements for CPA review

Communicate with clients on missing documents, deadlines, and routine questions

Handle office administration: scheduling, filing, e-file confirmations, mail, and phones

What you’ll need

Solid working knowledge of QuickBooks (Desktop and Online)

Hands-on experience with personal income tax returns

Both of the above matter equally — this role sits at the intersection of the books and the returns

Strong attention to detail and discretion with confidential client information

Ability to juggle multiple client files and hit filing deadlines, including through tax season

Professional written and verbal communication with clients

Nice to have

Tax software experience (Lacerte, UltraTax, or similar)

Payroll processing experience

Accounting coursework or an associate’s degree

Interest in or experience with AI tools (ChatGPT, Claude, Copilot, or AI features inside accounting software) — no expertise required, just curiosity and willingness to experiment

Compensation and details

Salary based on experience and knowledge — we pay for what you actually bring to the role, and there’s room to move as you take on more

Full-time or part-time, flexible schedule

On-site in Tampa, FL — this role is client- and document-facing and is not remote

Direct mentorship from an experienced CPA, with room to take on more responsibility as you demonstrate it