Office & Tax Administrator

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

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.

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.
• 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.