Tax Advisor

2 weeks ago


South Burlington, United States Berger Financial Full time
Job DescriptionJob DescriptionDescription:

Job Type:

Full-time, exempt


Description

We are seeking a knowledgeable and detail-oriented Tax Advisor to join our team. The ideal candidate will have expertise in tax planning, compliance, and consulting for individuals and businesses. Responsibilities include preparing tax returns, providing strategic tax advice, 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.


Why work here?

  • Competitive Pay
  • 100% Employee Owned (ESOP)
  • 401(k)
  • Flexible Working Options
  • 12 Paid Holidays & 15 Days of PTO to start
  • Company Paid STD, LTD & Life Insurance
  • FREE Financial Planning & Tax Preparation Services
  • Continuing Education Funding

Work Schedule:

  • Monday - Friday, Hybrid

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
Requirements:
  • CPA or EA
  • Bachelor's Degree or equivalent experience
  • Have one (1) or more years of experience in tax or accounting
  • Have one (1) or more years of experience working with tax software
  • 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

Meet BFG: 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


We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.


  • Senior Tax Advisor

    3 months ago


    South San Francisco, United States PT&C Group LLC Full time

    Job DescriptionJob DescriptionDescription:Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to...


  • Burlington, Vermont, United States Jobot Full time

    Dynamic public accounting firm in search of a skilled Tax Senior (Remote/Hybrid)About Us:We are a progressive public accounting firm looking to expand our team with an experienced Tax Senior. Our firm is dedicated to providing exceptional service and fostering professional growth within a flexible work environment.Why Consider Joining Us? Attractive Salary...


  • Burlington, Vermont, United States Gpac Full time

    Job SummaryWe are seeking a highly experienced Senior Tax Advisor to join our team at GPAC. As a Senior Tax Advisor, you will play a key role in overseeing and managing a team of tax associates while developing and implementing strategies to provide exceptional client service.Key ResponsibilitiesConduct in-depth tax research and analysis to ensure compliance...

  • Tax Consultant

    3 days ago


    Jos South, Plateau State, United States Crawford Thomas Recruiting Full time

    About the RoleCrawford Thomas Recruiting is seeking a highly skilled Tax Advisor to join our team. As a Tax Advisor, you will play a key part in our client's success by building strong relationships, conducting in-depth tax analysis, and developing personalized tax plans to help clients minimize their tax burden and achieve their financial goals.Key...

  • Client Advisor

    3 weeks ago


    South Pasadena, United States International Search Consultants Full time

    Client AdvisorSouth Pasadena, CALos Angeles, CANewport Beach, CA ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand. The Client Advisor will be...

  • Client Advisor

    3 weeks ago


    South Pasadena, United States International Search Consultants Full time

    Job DescriptionJob DescriptionClient AdvisorSouth Pasadena, CALos Angeles, CANewport Beach, CAISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand.The...


  • Burlington, Vermont, United States One Day In July LLC Full time

    Job Overview:Location: Burlington, VermontEmployment Type: Full-timeCompany Overview: One Day In July LLC, based in Burlington, Vermont, is an innovative and rapidly expanding investment firm dedicated to transforming the financial landscape. Our mission is to minimize fees and enhance portfolio performance for our clients, ensuring they receive the best...

  • Client Advisor, VP

    3 months ago


    South Pasadena, United States International Search Consultants Full time

    Job DescriptionJob DescriptionClient Advisor/Fiduciary AdvisorSouth Pasadena, CALos Angeles, CANewport Beach, CAISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow...


  • Jos South, Plateau State, United States eCruit Full time

    Salary: $60k - 85k per year Reference: PWA10 Position Overview:eCruit is in search of a dedicated Wealth Management Advisor with CFP or ChFC & Series 65 for a full-time on-site role. This position is designed for an individual who is passionate about providing exceptional financial guidance and support to clients. This role is pivotal as the lead advisor on...

  • Senior Client Advisor

    3 weeks ago


    South Pasadena, United States International Search Consultants Full time

    ISC is partnering with a prominent Multi-Family Office & Trust Company on a Client Advisor opportunity. The company is looking to add key players to its growing West Coast offices.The Client Advisor will be responsible for growing and expanding the firm through their high-touch and personalized model to Ultra-High Net Worth Individuals and Families. The...


  • South Pasadena, United States International Search Consultants Full time

    Job DescriptionJob DescriptionJoin a dynamic team as the SVP, Director of Tax, where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes. Were looking for someone with deep expertise in federal and state tax laws, particularly in the areas of trusts, individual taxation, pass-through...


  • South Pasadena, United States International Search Consultants Full time

    Job DescriptionJob DescriptionJoin a dynamic team as the SVP, Director of Tax, where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes. Were looking for someone with deep expertise in federal and state tax laws, particularly in the areas of trusts, individual taxation, pass-through...


  • Burlington, Iowa, United States Two Rivers Police Department Full time

    About Two Rivers Financial GroupTwo Rivers Financial Group is a leading provider of financial solutions, offering a comprehensive range of banking and wealth management services to individuals and businesses across Iowa. Our team of experienced professionals is dedicated to providing exceptional customer service and expert financial guidance to help our...


  • Burlington, Vermont, United States One Day In July LLC Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Investment Desk Associate to join our team at One Day In July LLC. As an Investment Desk Associate, you will play a critical role in helping our firm provide personalized investment management and fiduciary financial advice to our clients.Key ResponsibilitiesTrade and rebalance client accounts...


  • South Burlington, Vermont, United States Healthy Living Full time

    Job DescriptionHealthy Living is on the lookout for a proactive and detail-oriented Financial Operations Manager to oversee the daily activities of our accounting department. Reporting directly to the CFO, this role is pivotal in ensuring the financial health and strategic growth of our organization. This is a remarkable opportunity within a dynamic and...

  • Paraplanner

    2 weeks ago


    Burlington, United States Transcend Practice Management Full time $70,000 - $80,000

    Job DescriptionJob DescriptionFINANCIAL PARAPLANNERLocation = Burlington, WA (in office)Salary = $75,000 to $80,000The best and brightest advisors always have choices in the wealth management arena. Working with our client’s growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm...

  • Paraplanner

    3 months ago


    Burlington, United States Transcend Practice Management Full time

    Job DescriptionJob DescriptionFINANCIAL PARAPLANNERLocation = Burlington, WA (in office)Salary = $65,000 to $75,000The best and brightest advisors always have choices in the wealth management arena. Working with our client’s growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm...

  • Paraplanner

    2 months ago


    Burlington, United States Transcend Practice Management Full time

    FINANCIAL PARAPLANNER Location = Burlington, WA (in office) Salary = $65,000 to $75,000 The best and brightest advisors always have choices in the wealth management arena. Working with our client's growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm collaboratively to bring our values...


  • Burlington, Vermont, United States The University of Vermont Full time

    Position OverviewThe University of Vermont is seeking a dedicated professional to provide essential services and guidance to students and their families in navigating their financial responsibilities. This role is pivotal in fostering student recruitment, retention, and overall success.Key ResponsibilitiesDeliver comprehensive support regarding financial aid...


  • Burlington, Vermont, United States The University of Vermont Full time

    Position OverviewThe University of Vermont is seeking a dedicated professional to provide essential services and guidance to students and their families in navigating their financial responsibilities related to their education. This role is crucial in fostering the recruitment, retention, and overall success of our diverse student population.Key...