What are the responsibilities and job description for the State and Local Tax Senior position at BerganKDV, LTD?
If you have a knack for the details and passion for building partnerships with clients through excellent service, then this position was made for you.
WHO WE ARE AND WHAT WE DO
BerganKDV has provided innovative yet practical solutions for small to large-size companies since 1945. From our beginning as a trusted CPA firm, we have expanded and adapted to offer business planning and consulting, tax, audit and accounting, wealth management, human capital management, and technology services across the country. At BerganKDV we believe our role as advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals. Bringing value to our clients is what we do best and seeing them succeed is our ultimate goal.
Position Overview:
The primary role of the SALT Senior is to compile and provide timely and accurate financial data to clients, including advising around the data presented. A SALT Senior will apply their expertise in payroll and sales and use tax, seek opportunities for growth and mentorship and be an active participant in business development and firm initiatives.
Responsibilities:
- Research and resolve technical SALT issues
- Transparent and organized communication with team members
- Understand and adhere to client confidentiality standards
- Develop open and cordial oral and written communication with appropriate client personnel to facilitate good relations and exceptional client service
- Review and analyze general ledger accounts; review, analyze and prepare financial statements; prepare 1099s.
- Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement.
- Be a resource for other members of the SALT team. This may entail technical training and providing feedback on client engagements.
- Support personal and team professional development by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities.
- Actively participates in firmwide SALT L10 and related committees and teams.
Qualifications:
- Associates degree in Accounting
- 2 years of Tax experience
- CPA Certification is a plus
EXPLORE THE WORKPLACE OF THE FUTURE
BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
BerganKDV Differentiators:
- Growth Potential
- Close-Knit Collaborative Team
- Mentor Program
- Employee Referral Rewards
- Comprehensive Benefits Package
- Customized Career Path
- Open Door Leadership Style
- Entrepreneurial Operating System – EOS / Traction
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.
All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.
