Tax Advisor

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. Why work here? Competitive pay Flexible Working Options 12 Paid Holidays & Generous PTO policy Company Paid STD, LTD & Life Insurance Health Savings Accounts & Flex Spending Accounts Continuing Education Funding Work Schedule Monday - Friday, Hybrid Responsibilities 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 (SalesForce) Work with Financial Advisors to produce required reports and tax planning recommendations upon request Additional research projects as needed Requirements 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 Pay range: 70,000 - 90,000 USD per year (Springfield, IL) 70,000 - 90,000 USD per year (Burlington, VT) 70,000 - 90,000 USD per year (Plymouth, MN - HQ) #J-18808-Ljbffr Berger Financial Group Inc