Seasonal Tax Preparer
Berger Financial Group, Inc•Plymouth, MN
12d
About The Position
Berger Financial Group is seeking a Tax Preparer to support the tax department from January to April of 2026. 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
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
Nice To Haves
- Experience with tax software (2 years’ experience)
- Post high school education
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
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
