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Seasonal Tax Preparer at Berger Financial Group, Inc

Plymouth, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Jan, 26

Salary

0.0

Posted On

13 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Entry, Tax Software, Client Documentation, Multitasking, Ethical Standards, Professionalism

Industry

Financial Services

Description

Description: Berger Financial Group is seeking a Tax Preparer to support the tax department from January to April of 2025. Work Schedule: Monday - Friday, flexible hours Responsibilities: Data entry of client information into tax software, UltraTax (NetClient CS) Track flow of work using internal systems (SalesForce) Manage client documentation and bookmarking via Adobe PDF Requirements: Experience with data-entry of source documents (Form W-2, Form 1099s, etc.) High ethical and professional standards Dependable and prompt Ability to multitask Preferred Skills & Experience: Experience with tax software (2 years’ experience) Post high school education Headquartered in Plymouth, MN, BFG has expanded to 8 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 1 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include: • Financial & Retirement Planning • Portfolio Development & Management • Income Tax Planning & Preparation

Responsibilities

The Tax Preparer will be responsible for data entry of client information into tax software and tracking the flow of work using internal systems. Additionally, they will manage client documentation and bookmarking via Adobe PDF.