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Seasonal Tax Advisor

Job in Springfield, Sangamon County, Illinois, 62777, USA
Listing for: Berger Financial Group Inc
Seasonal/Temporary position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Tax Accountant, Accounting & Finance, Tax Manager, Tax Advisor
  • Accounting
    Tax Accountant, Accounting & Finance, Tax Manager, Tax Advisor
Job Description & How to Apply Below

Berger Financial Group is seeking a Seasonal Tax Advisor to join our team from the months of January to April of 2026 . The ideal candidate will have expertise in tax planning, & compliance. Responsibilities include preparing tax returns, 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.

Responsibilities
  • Preparation of individual, trust, and small business income tax returns (partnerships and S corporations), including necessary accounting, preparing and processing estimates and extensions
  • Data entry of client information into tax software, Ultra Tax (Net Client CS)
  • Track flow of work using internal systems (Sales Force)
  • Manage client documentation and bookmarking via Adobe PDF
Requirements
  • CPA or EA
  • Bachelor's Degree or equivalent experience
  • Have one (2) or more years of experience in tax or accounting
  • Experience with tax software (2 years’ experience)
  • Self-starting person who can work well independently, but still be a team player
  • Ability to meet deadlines and effectively handle stressful situations; and to juggle multiple projects
  • Exceptional client service, professionalism, and communication skills with a demonstrated ability to develop and maintain client relationships
  • Have the ability to manage confidential financial data in a professional manner

Headquartered in Plymouth, MN, BFG has expanded to 8 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 1 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:

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