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Tax Administrative Assistant

BerryDunn•Portland, ME
•Hybrid
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About The Position

BerryDunn is seeking a Tax Administrative Assistant to join our Tax Services Group. This role is integral to the success of our team and works closely with our Tax Processing Specialists to support smooth and efficient daily operations. As a Tax Administrative Assistant, you will manage a variety of administrative and clerical responsibilities, bringing accuracy, professionalism, and a positive attitude to your work. This position also offers opportunities for growth and expanded responsibilities as you build skills and demonstrate your strengths. We are looking for a motivated, organized individual who thrives in a collaborative environment and enjoys juggling multiple priorities. The ideal candidate can confidently prioritize and reprioritize tasks throughout the day, work independently when needed, and contribute effectively as part of a team to meet deadlines. This role reports directly to the Tax Operations Manager. This is an in-office/hybrid position that may be based out of one of our following locations: Bangor, ME Portland, ME

Requirements

  • Strong attention to detail and a high level of quality in your work product
  • Excellent organizational abilities and administrative skills
  • Ability to work independently, prioritize work, and multi-task within in fast-paced environment
  • Ability to handle confidential and sensitive information
  • Ability to understand and meet deadlines, including following up with stakeholders, as necessary
  • Proficiency with the Microsoft Suite of software (Outlook, Word, Excel, PowerPoint) and Adobe Acrobat

Nice To Haves

  • Experience with CCH Axcess Platform (Tax, Document, Workflow, etc) helpful, though not required

Responsibilities

  • Assist with sending Tax Organizers (printing & mailing)
  • Assist with digitizing, scanning, and processing organizers through autoflow
  • File client records in transit files (completed organizers, support, etc.)
  • Mail client records back after deadlines
  • Assist with Tax-Only Engagement Letter preparation
  • Assist with printing and mailing returns
  • Prepare, Print, and mail invoices to clients
  • Sort through tax mail and distribute to team members as needed
  • Order office supplies for the Processing mail room
  • Send/Receive New Client Form to team members
  • Scheduling meetings, trainings, webinars (Zoom/Teams), room reservations
  • Ordering meals (lunch, dinner, tax meetings)
  • Coordinate Tax Group Celebrations & Social Activities & Trainings
  • Work with the Tax Operations Manager to book, organize annual Tax Daze in December
  • Maintain the tax ORG Chart on InfoLink and upload new files/videos for staff when needed
  • Maintain the tax personnel tracker
  • Demonstrate teamwork by working as a team member; understanding individual and team roles; contributing to a positive working environment by building solid relationships with team members; and proactively seek guidance, clarification and feedback.

Benefits

  • Support their employees and help them thrive
  • Benefits that go beyond what’s expected to support their physical, mental, career, social, and financial well-being

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

251-500 employees

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