Tax Specialist Jobs in Florida

Location: Lakeland, Florida
Position Type: Full-Time, In-Office
Salary: $50,000 annually

About the Position

We are a growing, fast-paced firm seeking a highly organized, detail-oriented Sales Tax Specialist & Bookkeeper specialist to join our team in Lakeland, Florida.

This role is ideal for someone who enjoys working with numbers, managing multiple client accounts, solving problems, and keeping financial records accurate and organized. The right candidate is proactive, comfortable working independently, and confident communicating with tax authorities and clients when questions arise.

Because we work with numerous clients, the ability to prioritize tasks, meet deadlines, adapt to changing needs, and maintain exceptional attention to detail is essential.

Key Responsibilities

Sales Tax Compliance

• Prepare, review, and file sales tax returns for multiple clients.
• Track filing deadlines and ensure sales tax obligations are completed accurately and on time.
• Communicate with state and local tax offices to resolve questions, clarify requirements, and address filing discrepancies.
• Contact tax authorities on behalf of clients when necessary.
• Research and resolve sales tax issues while maintaining organized documentation.
• Monitor client sales tax obligations and follow up on missing information.

Bookkeeping & Financial Records

• Perform day-to-day bookkeeping for multiple client accounts using QuickBooks Online.
• Record and categorize financial transactions accurately.
• Reconcile bank accounts, credit card accounts, and other financial records.
• Review transactions for discrepancies, errors, or missing information.
• Maintain organized and accurate client financial records.
• Assist with other bookkeeping and accounting-related tasks as needed.

Client & Office Management

• Manage multiple client accounts while balancing competing priorities and deadlines.
• Communicate professionally with clients to request documents, clarify transactions, and resolve outstanding questions.
• Maintain accurate records of client communications, filing statuses, and completed tasks.
• Use Google Workspace, ClickUp, and Slack to manage information, collaborate with the team, and track workflow.
• Follow established procedures while identifying opportunities to improve efficiency and accuracy.

Qualifications & Skills

Required:

• Experience with QuickBooks Online.
• Exceptional attention to detail and a strong commitment to accuracy.
• Strong organizational and time-management skills.
• Ability to manage multiple clients and deadlines in a fast-paced environment.
• Comfortable making phone calls to tax offices and communicating professionally to resolve questions.
• Strong written and verbal communication skills.
• Comfortable learning and using technology, software, and digital workflow tools.
• Ability to work independently while contributing to a collaborative team.
• Professional handling of confidential client and financial information.

Preferred:

• Previous experience preparing and filing sales tax returns..
• Experience in a bookkeeping, accounting, tax, or client-service firm.
• Experience using Google Workspace, ClickUp, and Slack.

The Ideal Candidate

We are looking for someone who:

• Notices the small details others might miss.
• Takes ownership of their work and follows tasks through to completion.
• Is not afraid to pick up the phone and ask questions when clarification is needed.
• Can confidently communicate with tax agencies on behalf of clients.
• Enjoys staying organized while managing a high volume of work.
• Is proactive, dependable, resourceful, and eager to learn.
• Wants to grow professionally alongside an expanding firm.

Compensation & Work Environment

• Annual salary: $50,000.
• Full-time, in-office position in Lakeland, Florida.
• Fast-paced, team-oriented environment.
• Opportunity to grow with an expanding firm and develop additional skills and responsibilities.

Pay: From $50,000.00 per year

Benefits:

• Flexible schedule
• Paid time off

Work Location: In person