Office & Tax Administrator

Berger Financial Group, IncSouth Burlington, VT
$21 - $24Onsite

About The Position

The Office & Tax Administrator is responsible for supporting the day-to-day operations of our Vermont office while providing administrative support to the Tax team. This position serves as a key resource for keeping the office organized, welcoming, and running efficiently, while also assisting with tax-related administrative tasks, including document preparation, data entry, tracking, and record maintenance. The role is primarily focused on office administration, with approximately 20–30% of the position dedicated to tax administration. The ideal candidate is organized, dependable, detail-oriented, and comfortable managing multiple priorities while providing excellent service to employees, clients, and visitors.

Requirements

  • 1–3 years of experience in an administrative, office coordination, or similar role.
  • Strong organizational skills and attention to detail.
  • Excellent written and verbal communication skills for maintaining strong, professional client relationships.
  • Strong computer skills to navigate the latest financial tools and technology.
  • A proactive problem-solving approach and the ability to seek innovative solutions.
  • Exceptional organizational skills and a strong attention to detail.

Responsibilities

  • Serve as the primary point of contact for the Vermont office, including phones, visitors, and general inquiries.
  • Manage office supplies, inventory, mail, deliveries, and vendors.
  • Coordinate office maintenance, facilities, and general office needs.
  • Schedule meetings, coordinate calendars, and assist with office events.
  • Maintain organized office files, records, and shared spaces.
  • Provide general administrative support to employees and leadership.
  • Assist with preparation and organization of tax documents.
  • Enter and maintain tax-related data accurately.
  • Track tax documents and outstanding information.
  • Provide general administrative support to the Tax team, particularly during tax season.

Benefits

  • Competitive pay
  • Flexible Working Options
  • 12 Paid Holidays & 15 Days of PTO to start
  • 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
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