About this opportunity
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
QuickBooks ProAdvisor certification
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
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