Office & Tax Administrator

Headquartered in Plymouth, MN, BFG has expanded to 8 other locations throughout the U.S., including Vermont. Initially founded as a tax practice in 1981, Berger Financial Group offers financial & retirement planning, portfolio development & management, and income tax planning & preparation.

About the role

The Office & Tax Administrator supports 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, with approximately 20–30% of the role 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.

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.

Benefits

• Competitive pay
• Flexible working options
• 12 paid holidays & 15 days of PTO to start
• Company-paid short-term disability, long-term disability, and life insurance
• Medical, dental, and vision plans
• Health savings accounts & flexible spending accounts
• Free financial planning & tax preparation services
• Continuing education funding

Pay

$21–24 per hour (Burlington, VT).

Schedule

Monday–Friday, 8:00 AM–4:00 PM.