Tax & Bookkeeping Specialist (Advisory Firm)
Tax Brilliance Advisors · Hamilton Township, New Jersey, United States · Posted Jul 3, 2026
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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