Tax Advisor at Berger Financial Group, Inc

Plymouth, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jan, 26

Salary

0.0

Posted On

23 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Planning, Compliance, Consulting, Tax Returns, Strategic Tax Advice, Analytical Skills, Communication Abilities, Confidentiality, Tax Software, Team Player, Self-Starter, Income Tax Research, Tax Policy Management, Workflow Tracking, Financial Reporting, Tax Planning Recommendations

Industry

Financial Services

Description

Description: We are seeking a personable and detail-oriented Tax Advisor to join our team. The ideal candidate will have expertise in tax planning, compliance, and consulting for individuals and businesses. Responsibilities include preparing tax returns, providing strategic tax advice, staying updated on tax laws, and ensuring clients meet their tax obligations. Strong analytical skills, excellent communication abilities, and a commitment to maintaining confidentiality are essential for this role. Why work here? Competitive pay Employee Owned (ESOP) Flexible Working Options 12 Paid Holidays & Generous PTO policy Company Paid STD, LTD & Life Insurance Medical, Dental & Vision Plans Health Savings Accounts & Flex Spending Accounts FREE Financial Planning & Tax Preparation Services Continuing Education Funding Work Schedule: Monday - Friday, Hybrid Responsibilities: Preparation of individual, trust, and small business income tax returns (partnerships and S corporations), including necessary accounting, preparing and processing estimates and extensions Help manage and develop tax policy Participate in income tax research and planning Track workflow using internal systems (SalesForce) Work with Financial Advisors to produce required reports and tax planning recommendations upon request Additional research projects as needed Requirements: CPA or EA Bachelor’s Degree or equivalent experience Have 3 or more years of experience in tax or accounting Have 3 or more years of experience working with tax software Self-starting person who can work well independently, but still be a team player 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 We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.

Responsibilities

The Tax Advisor will prepare individual, trust, and small business income tax returns while providing strategic tax advice and ensuring compliance with tax laws. Additional responsibilities include managing tax policy, participating in tax research, and collaborating with Financial Advisors on tax planning recommendations.