Bookkeeper / Assistant to CPA
alan k geer pa cpaTampa, FL
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 itTo apply, send your resume through LinkedIn or email to alan@ageercpa.com.
Matching similar jobs
Level
Senior L5
Location
Tampa, FL
Occupation
Bookkeeping, Accounting, and Auditing Clerks
Industry
Offices of Certified Public Accountants
Posted
9 days ago