Office & Tax Administrator

Berger Financial Group; South Burlington (VT); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Flexible Working Options

12 Paid Holidays

15 Days of PTO to start

Company Paid STD

Company Paid LTD

Life Insurance

Health Savings Accounts

Flex Spending Accounts

Continuing Education Funding

Job summary

Berger Financial Group, headquartered in Plymouth, MN, seeks an Office & Tax Administrator in Vermont to support day-to-day office operations and assist the Tax team with document preparation, data entry, tracking, and record maintenance.

The role emphasizes office administration (about 20–30% tax tasks), requiring organized, dependable, and detail-oriented candidates capable of handling multiple priorities while delivering excellent service to employees, clients, and visitors.

Qualifications

• 1–3 years of experience in administrative, office coordination, or similar role.
• Familiarity with income tax returns preferred.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication for professional client relationships.
• Strong computer skills to navigate latest financial tools and technology.

Responsibilities

• Serve as the primary point of contact for the Vermont office, including phones, visitors, and 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; support Tax team during tax season.

Skills

Organizational skills

Communication

Multitasking

Data entry

Education

1–3 years administrative experience

Tools

Basic office software

Job 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
• Health Savings Accounts & Flex Spending Accounts
• 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

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.