Flexible Office & Tax Coordinator

Berger Financial Group, Inc; South Burlington (VT); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Flexible schedule

Holidays & PTO

Insurance

Medical/Dental/Vision

HSA/FSA

Finance planning services

Education funding

Job summary

Berger Financial Group, Inc. in Vermont is seeking an Office & Tax Administrator to support the day-to-day operations of the Vermont office and assist the Tax team with administrative tasks, document prep, data entry, and record maintenance.

This role emphasizes organization, professional communication with clients, calendar and facilities coordination, and accurate handling of tax documents, with opportunities to contribute during tax season and grow with the firm.

Qualifications

• 1–3 years of experience in administrative, office coordination, or similar role.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication for client relationships.
• Strong computer skills with financial tools and technology.
• Proactive problem-solving approach and initiative.

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.

Skills

Organizational skills

Communication skills

Proactive problem-solving

Attention to detail

Job description

Berger Financial Group, Inc. in Vermont is seeking an Office & Tax Administrator to support the day-to-day operations of the Vermont office and assist the Tax team with administrative tasks, document prep, data entry, and record maintenance.

This role emphasizes organization, professional communication with clients, calendar and facilities coordination, and accurate handling of tax documents, with opportunities to contribute during tax season and grow with the firm.