Tax Consultant

1 week ago


Saint Cloud, Minnesota, United States BerganKDV Full time
Position Overview:

BerganKDV is a prominent firm that partners with financial advisors to deliver comprehensive tax advisory and compliance solutions. The Tax Associate plays a crucial role in assisting Tax Managers and Directors in the preparation of client deliverables. This position involves the initial drafting of assigned tax returns and projections, addressing governmental inquiries, and providing support to financial advisors with client-related questions. The ideal candidate must demonstrate effective time management and workload prioritization to ensure timely completion of all responsibilities.

Key Responsibilities:
  • Prepare tax returns for a diverse clientele, including individuals, trusts, and corporate entities.
  • Assist Directors in delivering prompt and precise responses to inquiries and estimates from tax and financial management clients.
  • Stay updated on tax legislation changes and communicate their implications to clients effectively.
  • Execute additional tasks as required.
Required Qualifications:
  • Bachelor's degree in Accounting.
  • Eligibility for CPA certification.
Preferred Qualifications:
  • Master's degree in taxation.
  • Experience in tax return preparation.
Technical Proficiencies:
  • Familiarity with Windows 10 operating system.
  • Proficient in Microsoft Excel and Word.
  • Ability to quickly learn and adapt to new software and technologies.

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