Seasonal Tax Preparer jobs in United States
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Berger Financial Group, Inc · 3 weeks ago

Seasonal Tax Preparer

positionPlymouth, MN
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

Berger Financial Group is seeking a Tax Preparer to support the tax department from January to April of 2026. The role involves data entry of client information into tax software and managing client documentation.

Financial ServicesRetirementWealth Management

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

Qualification

Tax software experienceData entry experienceHigh ethical standardsDependabilityMultitasking

Required

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

Experience with tax software (2 years' experience)
Post high school education

Company

Berger Financial Group, Inc

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With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart.
dateFounded in 1981
location
Plymouth, Minnesota, USA
people-size51-200 employees
web-link
https://www.bergerfinancialgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

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Larry Berger
Founder & Chairman
Company data provided by crunchbase