Seasonal - Tax Preparer Job at Berger Financial in Sun City West

Description:

Berger Financial Group is seeking a Tax Preparer to support the tax department from January to April of 2025.

Work Schedule:

• Monday to Friday, flexible hours

Responsibilities:

• Data entry of client information into tax software, UltraTax (NetClient CS)
• Track flow of work using internal systems (SalesForce)
• Manage client documentation and bookmarking via Adobe PDF

Requirements:

• Experience with data-entry of source documents (Form W-2, Form 1099s, etc.)
• High ethical and professional standards
• Dependable and prompt
• Ability to multitask

Preferred Skills & Experience:

• Experience with tax software (2 years’ experience)
• Post high school education