Tax Operations & Admin Coordinator

BerryDunn; Portland (ME); On-site; USD 36,000 - 41,000; Full time

Job summary

BerryDunn is seeking a Tax Administrative Assistant to join our Tax Services Group in Portland, Maine. This in-office role supports Tax Processing Specialists and the Tax Operations Manager by handling documents, scheduling, and daily tax administration tasks.

The ideal candidate is highly organized, detail-oriented and able to prioritize multiple duties in a fast-paced environment while maintaining confidentiality. Proficiency with MS Office is required; experience with tax software is a plus.

Qualifications

• Strong attention to detail and high quality in work output.
• Excellent organizational and administrative capabilities.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Ability to handle confidential information with discretion.
• Proactive in meeting deadlines and following up with stakeholders.

Responsibilities

• Assist with delivery of Tax Organizers by printing, mailing, or secure electronic delivery.
• Digitize, scan, and process organizers using tax systems.
• Maintain client transit files and return records after filing deadlines.
• Distribute Tax Organizers and invoices via secure portals and email.
• Print and mail returns; prepare and mail invoices.
• Sort incoming tax mail and disseminate to team members.
• Order office supplies for the Processing mail room.
• Set up new client forms across firm systems.
• Schedule meetings, trainings, webinars, and reserve rooms.

Skills

Attention to detail

Organizational skills

Multitasking

Handling confidential information

Deadline management

Tools

HubSync

Salesforce

CCH Axcess Platform

CCH ProSystem fx Scan & AutoFlow

Microsoft Office

Job description

BerryDunn is seeking a Tax Administrative Assistant to join our Tax Services Group in Portland, Maine. This in-office role supports Tax Processing Specialists and the Tax Operations Manager by handling documents, scheduling, and daily tax administration tasks.

The ideal candidate is highly organized, detail-oriented and able to prioritize multiple duties in a fast-paced environment while maintaining confidentiality. Proficiency with MS Office is required; experience with tax software is a plus.