Tax Advisor

Responsibilities

• Preparation of individual, trust, and small business income tax returns (partnerships and S corporations)
• 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
• Conduct additional research projects as needed

Requirements

• CPA or EA certification
• Bachelor’s Degree or equivalent experience
• 3+ years of experience in tax or accounting
• 3+ years of experience working with tax software
• Ability to work independently and as a team player

Benefits

• Competitive pay
• 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

About the Company

Headquartered in Plymouth, MN, BFG has expanded to 9 other locations throughout the U.S. Berger Financial Group remains the premier firm in the industry, offering Financial & Retirement Planning, Portfolio Development & Management, and Income Tax Planning & Preparation.