What are the responsibilities and job description for the Seasonal Tax Preparer position at Berger Financial Group?
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
The pay range for this role is:
25 - 30 USD per hour(Plymouth, MN - HQ)
25 - 30 USD per hour(Springfield, IL)