Berger Financial Group, Inc · 2 months ago
Seasonal Tax Advisor
Springfield, IL
Full-time
Onsite
Entry, Mid Level
$36/hr - $41/hr
2+ years expBerger Financial Group is seeking a Seasonal Tax Advisor to join our team. The ideal candidate will have expertise in tax planning and compliance, with responsibilities including preparing tax returns and ensuring clients meet their tax obligations.
Financial ServicesRetirementWealth Management
Responsibilities
Preparation of individual, trust, and small business income tax returns (partnerships and S corporations), including necessary accounting, preparing and processing estimates and extensions
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
Qualification
Required
CPA or EA
Bachelor's Degree or equivalent experience
Have one (2) or more years of experience in tax or accounting
Experience with tax software (2 years' experience)
Self-starting person who can work well independently, but still be a team player
Ability to meet deadlines and effectively handle stressful situations; and to juggle multiple projects
Exceptional client service, professionalism, and communication skills with a demonstrated ability to develop and maintain client relationships
Have the ability to manage confidential financial data in a professional manner
Company
Berger Financial Group, Inc
With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Larry Berger
Founder & Chairman
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