Office & Tax Administrator

Description:

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.

Why work here?

• 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

Work Schedule:

• Monday - Friday, 8:00am - 4:00pm

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.

Requirements:

• 1–3 years of experience in an administrative, office coordination, or similar role.
• Familiarity with income tax returns preferred.
• 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.

Headquartered in Plymouth, MN, BFG has expanded to 8 other locations throughout the U.S. including, 4 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:

• Financial & Retirement Planning

• Portfolio Development & Management

• Income Tax Planning & Preparation

We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.