Office & Tax Operations Specialist

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

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.