Description:

Berger Financial Group is seeking a Tax Preparer to support the tax department from January to April of 2026.

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