Senior Tax Advisor

2 weeks ago


Omaha, Nebraska, United States BerganKDV Full time
Position Overview:

BerganKDV is a reputable firm that collaborates with financial advisors to deliver comprehensive tax consulting and compliance solutions.

The Senior Tax Associate will partner with Tax Managers and Directors to support the preparation of client deliverables. This role entails the primary preparation of all assigned tax returns and projections, addressing government inquiries, and assisting financial advisors with client inquiries. Additionally, the Senior Associate will commence initial reviews of projects completed by associates and interns as they progress. Furthermore, Tax Senior Associates play a vital role in the training and development of interns and junior tax associates. The Senior Associate is expected to manage their time and workload effectively to ensure timely completion of all assignments. We seek a motivated, personable, and detail-oriented individual who can collaborate effectively with our existing tax team and clients.

Key Responsibilities:
  • Prepare and review tax returns for a diverse portfolio of clients, including individuals, trusts, and businesses.
  • Assist Directors in providing timely and accurate responses to inquiries, estimates, projections, and other needs for both tax and wealth management clients.
  • Stay informed about changes in tax legislation and effectively communicate the implications of these changes to clients.
  • Perform additional duties as assigned.
Required Qualifications:
  • Bachelor's degree in Accounting.
  • Eligibility for CPA certification.
  • A minimum of 1 year of relevant experience.
Preferred Qualifications:
  • Master's degree in taxation.
  • Experience in income tax preparation.
Technical Proficiencies:
  • Familiarity with Windows operating systems.
  • Proficient in Microsoft Excel and Word.
  • Ability to quickly learn and adapt to new technologies and systems.

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