Tax Advisor

Position

Tax Advisor at Berger Financial Group, Inc
, Plymouth, MN

We are seeking a personable 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.

Monday - Friday, Hybrid

• 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 (Sales Force)
• Work with Financial Advisors to produce required reports and tax planning recommendations upon request
• Additional research projects as needed

• CPA or EA
• Bachelor’s Degree or equivalent experience
• Have 3 or more years of experience in tax or accounting
• Have 3 or more years of experience working with tax software
• Self‑starting person who can work well independently, but still be a team player

• Competitive pay
• Employee Owned (ESOP)
• Flexible Working Options
• 12 Paid Holidays & Generous PTO policy
• Company Paid STD, LTD & Life Insurance
• Medical, Dental & Vision Plans
• Health Savings Accounts & Flex Spending Accounts
• FREE Financial Planning & Tax Preparation Services
• Continuing Education Funding

$70,000 - $90,000 per year (Plymouth, MN - HQ)

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance