Senior Bookkeeper & Tax Preparer (CPA Firm | Proactive Tax Planning)

Job Description

Job Description

Senior Bookkeeper & Tax Preparer

Advisory-Focused CPA & Financial Planning Firm

About Us

We are a proactive CPA + CFP® firm that does far more than file tax returns. We act as an outsourced accounting and tax strategy team for profitable small-business owners and real estate investors. Our clients expect accuracy, insight, and follow-through—and we deliver.

This role is not for someone who just categorizes transactions and waits for tax season. It’s for a professional who wants to be part of a high-standards team focused on doing things right.

What You’ll Do

Bookkeeping & Accounting

• Manage monthly bookkeeping for multiple clients using QuickBooks Online
• Reconcile bank, credit card, and loan accounts
• Maintain clean, audit-ready financials
• Identify and fix bookkeeping issues proactively (not after the fact)
• Prepare monthly and quarterly financial reports

Tax Preparation

• Prepare business and individual tax returns (1040, 1065, 1120S)
• Assist with year-end close and tax organizer preparation
• Support proactive tax planning by ensuring accurate books
• Communicate clearly with the tax team to ensure smooth filings

Client Support & Team Collaboration

• Work closely with CPAs, CFPs®, and advisors
• Respond professionally to client questions
• Follow documented processes and help improve them
• Take ownership of your work and deadlines

Who This Role Is For

• 3+ years of hands-on bookkeeping experience
• Experience preparing business and/or individual tax returns
• Strong QuickBooks Online expertise (certification a plus)
• Comfortable working with multiple clients and deadlines
• Detail-oriented, organized, and accountable
• Proactive mindset—you catch problems before they become emergencies

Who This Role Is NOT For

• Entry-level bookkeepers
• Data-entry-only roles
• Seasonal tax preparers looking for short-term work
• Anyone who needs constant supervision

Why You’ll Love Working Here

• Year-round work (no tax-season burnout culture)
• Clear processes and expectations
• High-quality clients who value professional advice
• Growth path into senior, reviewer, or advisory roles
• Collaborative, respectful team environment

Compensation & Benefits

• Competitive pay based on experience
• Performance-based growth opportunities
• Flexible work environment (remote or hybrid options)
• Paid time off and holidays

How to Apply

If you’re an experienced bookkeeper and tax preparer who takes pride in clean financials and doing things the right way—we want to hear from you.

Shore Tax & Financial Planning is a growing CPA and financial planning firm based in Monmouth Beach, NJ. We specialize in serving business owners, real estate investors, and high-income individuals with tax preparation, proactive tax planning, accounting, and comprehensive financial planning.

We believe great tax professionals should do more than report what happened last year. Our team focuses on understanding each client’s complete financial picture, identifying opportunities, and helping clients make smarter tax and financial decisions throughout the year.

We’re building a team of experienced professionals who want challenging work, opportunities to grow, and a career that goes beyond traditional tax preparation.

Company Description

Shore Tax & Financial Planning is a growing CPA and financial planning firm based in Monmouth Beach, NJ. We specialize in serving business owners, real estate investors, and high-income individuals with tax preparation, proactive tax planning, accounting, and comprehensive financial planning.\n\nWe believe great tax professionals should do more than report what happened last year. Our team focuses on understanding each client’s complete financial picture, identifying opportunities, and helping clients make smarter tax and financial decisions throughout the year.\n\nWe’re building a team of experienced professionals who want challenging work, opportunities to grow, and a career that goes beyond traditional tax preparation.