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Seasonal Tax Professional

4 weeks ago


Minneapolis, Minnesota, United States Berger Financial Full time
Job DescriptionJob DescriptionDescription:

Berger Financial Group is seeking a Tax Preparer to support the tax department during the tax season.

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