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Tax Preparer​/Associate

Job in Beachwood - Ocean County - NJ New Jersey - USA
Full Time position
Listed on 2020-11-17
Salary 40000 USD Yearly USD 40000 YEAR
Job specializations:
  • Accounting
    Staff Accountant, Tax Accountant, Tax Preparer
Job Description & How to Apply Below
We are a local retirement services firm in Waretown, NJ in search of a Tax Professional to manage and prepare income taxes for our upcoming tax season as well as handle any tax needs year round.

Our tax season runs from February – April which will be the main workload and will taper off into the rest of the year. During off season we expect the employee to be available for all taxable situations that arise and depending on the employee's strengths we may add on additional duties or services.

McLean Tax Advisory Group is an independent, family owned practice whose team handles the finances of local families in Ocean, Monmouth, and Atlantic County. Office hours are 8:30AM to 5PM, Monday through Friday. (Tax season hours may increase)


Prepare individual tax returns utilizing information provided by clients, reviewing client information, and inputting into tax preparation software
Secure all information required to prepare a complete and accurate tax return in accordance with firm policies
Adhere to the firm's written tax practice standards and the firm's 1040 procedures
Refer complex tax issues to managers and partners for advice and counsel
Track, scan and manage all tax information from start to finish
Take any incoming tax phone calls
Schedule tax appointments before tax season begins
Position Requirements
Bachelor,   1 to 2 Years work experience
Must have PTIN Number in good standing with a clean background
Experience with Intuit ProSeries a plus.
Must have 3+ years experience in income tax preparation
Any experience with Estate, Trust or Partnership returns also helpful.
Must have strong computer skills and ability to adapt to CRMs
Knowledge of investments and estate planning a plus.
Additional Information / Benefits
We a small firm but we have a lot of fun together and enjoy servicing our clients in all retirement needs. We are looking to find someone who we can really trust and build a strong relationship with our clients to become the "go to" tax person.
Questions to answer on applying for this job
  • How many years of income tax experience do you have?
Contact Information
Contact Name: McLean Advisory Group
Contact Phone: 6094895200
Preferred method of contact: Email with CV via Application Box below.
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