Berger Financial Group, Inc · 1 week ago
Tax Advisor
Delano, MN
Full-time
Hybrid
Mid Level
$75K/yr - $90K/yr
3+ years expBerger Financial Group, Inc is a premier firm in the financial industry, seeking a personable and detail-oriented Tax Advisor to join their team. The role involves expertise in tax planning, compliance, and consulting for individuals and businesses, with responsibilities including preparing tax returns and providing strategic tax advice.
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
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
Qualification
Required
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
Benefits
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
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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