Tax Administrative Coordinator — Operations Support

BerryDunn — Assurance, Tax and Consulting; Portland (ME); On-site; USD 74,501,000 - 85,962,000; Full time

Job summary

BerryDunn in Portland, Maine is seeking a Tax Administrative Assistant to join our Tax Services Group. This in-office role supports day-to-day operations by coordinating with Tax Processing Specialists and the Tax Operations Manager to ensure accuracy and timely service.

You will manage client documents, prepare invoices, help with mailings, and assist with meetings and events. This role offers growth opportunities and exposure to tax software platforms within a collaborative team.

Qualifications

• Strong attention to detail and a high level of quality in your work product.
• Excellent organizational abilities and administrative skills.
• Ability to prioritize, organize, and manage multiple responsibilities in a fast-paced environment while working independently and collaboratively.
• Ability to handle confidential and sensitive information.
• Ability to understand and meet deadlines, including following up with stakeholders as needed.
• Proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, and Adobe Acrobat.

Responsibilities

• Assist with delivery of Tax Organizers – including printing, mailing, electronic delivery via HubSync or secured email.
• Digitizing, scanning, and processing organizers using tax scanning and processing systems.
• Maintain client transit files and return records to clients after filing deadlines.
• Assist with the distribution of Tax Organizers, including printing, mailing, and electronic delivery via secure client portals and email.
• Assist with printing and mailing returns.
• Prepare, Print, and mail invoices.
• Sort and distribute incoming tax mail to team members.
• Order office supplies for the Processing mail room.
• Process new client forms, client updates, including initial setup across firm systems.
• Schedule meetings, trainings, webinars (Zoom/Teams), room reservations.
• Coordinate meal arrangements for meetings, trainings, and events.
• Coordinate Tax Group celebrations & social activities, & training events.
• Maintain the Tax Services Organizational Chart on InfoLink and upload new files/videos for staff when needed.

Skills

Attention to detail

Organizational skills

Prioritization

Confidentiality

Deadline management

Microsoft Office

Tools

HubSync

Salesforce

CCH Axcess Platform

CCH ProSystem fx Scan & AutoFlow

Adobe Acrobat

Outlook

Excel

PowerPoint

Job description

BerryDunn in Portland, Maine is seeking a Tax Administrative Assistant to join our Tax Services Group. This in-office role supports day-to-day operations by coordinating with Tax Processing Specialists and the Tax Operations Manager to ensure accuracy and timely service.

You will manage client documents, prepare invoices, help with mailings, and assist with meetings and events. This role offers growth opportunities and exposure to tax software platforms within a collaborative team.