Senior Tax Advisor
2 weeks ago
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.
- Bachelor's degree in Accounting.
- Eligibility for CPA certification.
- A minimum of 1 year of relevant experience.
- Master's degree in taxation.
- Experience in income tax preparation.
- 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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Senior Tax Advisor
1 week ago
Omaha, Nebraska, United States BerganKDV Full timePosition Overview:BerganKDV is a prominent firm dedicated to providing comprehensive tax advisory and compliance solutions. We collaborate closely with financial advisors to deliver exceptional tax services to our clientele.The Senior Tax Associate will partner with Tax Managers and Directors to facilitate the preparation of client deliverables. This role...
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Tax Senior Consultant
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Omaha, Nebraska, United States BerganKDV Full timePosition Overview:BerganKDV is a prominent firm that collaborates with financial advisors to deliver comprehensive tax advisory and compliance solutions.The Senior Tax Associate collaborates closely with Tax Managers and Directors to support the creation of client deliverables. This role entails the primary preparation of assigned tax returns and...
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