What are the responsibilities and job description for the Tax & Bookkeeping Specialist (Advisory Firm) position at Tax Brilliance Advisors?
About Tax Brilliance Advisors
Tax Brilliance is a premium tax strategy and advisory firm helping business owners and high-income individuals legally reduce their tax liability and build long-term wealth. We specialize in advanced tax planning and advisory services—not basic tax preparation or transactional bookkeeping.
Our clients expect accuracy, organization, and strategic insight. Clean financials are critical to delivering high-level tax strategy, which is why this role is essential to our operations.
Position Overview
We are seeking a Tax & Bookkeeping Specialist to support both tax preparation and financial organization for our clients. This role is responsible for maintaining accurate books, preparing and organizing tax data, and ensuring our advisory team has clean, reliable financial information to work from.
This is a detail-driven execution role focused on accuracy, organization, and efficiency—not client sales or high-level strategy.
Key ResponsibilitiesQuickBooks & Bookkeeping
- Categorize and organize transactions within QuickBooks
- Perform monthly bank and credit card reconciliations
- Clean up and correct inaccurate or incomplete financial records
- Maintain up-to-date and accurate client books
- Generate basic financial reports (Profit & Loss, Balance Sheet)
Tax Preparation Support
- Prepare and assist in the preparation of federal and state tax returns
- Input financial data into tax software
- Assist with business returns (Schedule C, 1065, 1120S)
- Support preparation of schedules and documentation
- Assist with amended returns as needed
Client Financial Data Management
- Request and collect necessary financial documents from clients
- Organize and maintain accurate client records
- Review financial data for completeness and consistency
- Follow up with clients for missing or unclear information
Tax Advisory Support (TAS)
- Assist in gathering and organizing data for tax planning
- Support preparation of materials for strategy sessions
- Help track implementation steps for client tax strategies
- Maintain documentation for ongoing advisory clients
Internal Coordination
- Work closely with the tax advisory team to ensure accuracy and efficiency
- Maintain organized workflows and task tracking
- Support internal systems and process improvements
QualificationsRequired
- 1–3 years of experience in bookkeeping, accounting, or tax preparation
- Strong working knowledge of QuickBooks (Online preferred)
- Experience with:
- Transaction categorization
- Account reconciliation
- Financial cleanup
- Strong attention to detail and accuracy
- Highly organized and able to manage multiple tasks
Preferred
- Experience with business tax returns (Schedule C, 1065, 1120S)
- Familiarity with tax software (Drake, ProSeries, UltraTax, etc.)
- Experience in a CPA firm, tax office, or accounting environment
- Associate’s or Bachelor’s degree in Accounting, Finance, or related field (preferred but not required)
What This Role Is Not
- Not a client-facing sales role
- Not a senior tax strategist position
- Not a full-service bookkeeping manager role
This role is focused on execution, organization, and accuracy
Benefits:
- 401(k)
- Paid time off
- Paid training
Work Location: Remote