Description:

Berger Financial Group is seeking a Seasonal Tax Advisor to join our team from the months of January to April of 2026. The ideal candidate will have expertise in tax planning, & compliance. Responsibilities include preparing tax returns, staying updated on tax laws, and ensuring clients meet their tax obligations. Strong analytical skills, excellent communication abilities, and a commitment to maintaining confidentiality are essential for this role. 

Work Schedule:

• Monday - Friday, flexible schedule

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

Requirements:

• 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

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